Job Title: Tax and Wealth Planning Paralegal Job... Responsibilities: - Manage calendars, including tax-related deadlines and client calls/meetings. -... Federal and State estate Tax Returns and Federal Gift... Tax Returns. - Administer estates by... preparing and filing probate documents, advising and responding to clients. -...
**Job Title:** Tax and Wealth Planning Paralegal **Job... Responsibilities:** The Tax and Wealth Planning Paralegal... include: - Managing calendars, particularly tax-related deadlines and scheduling client... Federal and State estate Tax Returns and Federal Gift... Tax Returns. - Handling estate administration... tasks, such as...
Job Title: Tax and Wealth Planning Paralegal Job... Responsibilities: The Tax and Wealth Planning Paralegal... is an integral part of the trusts and Managing calendars, including scheduling tax-related deadlines and client calls... Federal and State estate Tax Returns and Federal Gift... Tax...
Job Title: Paralegal Job Responsibilities: The Estate Planning Paralegal... will support the Personal... & Succession Planning practice group at... the law firm. Key responsibilities include: Estate Administration: - Preparing initial probate papers. - Valuing assets manually or using computer programs, including necessary research. - Preparing probate...
Title: Legal Assistant - Paralegal Job Responsibilities: The Legal Assistant -... Paralegal role at the law... firm involves a variety of responsibilities primarily centered around secretarial/administrative tasks, estate planning, estate administration, and Medicaid applications. The position requires the individual to undertake the...
Job Title: Paralegal Job Responsibilities: The Paralegal position at... within the Personal & Succession Planning practice group. The... responsibilities include but are not limited to: Estate Administration: - Preparing initial probate papers. - Valuing assets manually or using computer programs, which includes necessary research. - Preparing...
Job Title: Paralegal Job Responsibilities: The Paralegal position at... supporting the Personal & Succession Planning practice group. The... responsibilities include: Estate Administration: - Preparing initial probate papers. - Valuing assets, either manually or using computer programs, including conducting required research. - Preparing probate inventories and accountings,...
Title: Legal Assistant - Paralegal Job Responsibilities: SECRETARIAL/ADMINISTRATIVE: - Ordering office supplies -... Hearing/Court Notices ESTATE PLANNING: - Drafting Power of Attorneys, Health Care Proxies, Trusts, Pour-over Wills, Certification of Trusts, and related documents using software - Drafting Wills - Drafting Deeds and ordering ACRIS/transfer tax documents - Be...
Job Title: Tax and Wealth Planning Paralegal Job... Responsibilities: The Tax and Wealth Planning Paralegal... calendars, specifically focusing on tax-related deadlines and scheduling client... calls and meetings. The paralegal is responsible for the... Federal and State estate tax returns as well as... Federal Gift Tax returns. Estate...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Assistant is responsible for providing comprehensive administrative support to lawyers within the Trusts and Estates practice group. Key responsibilities include: - Organizing and maintaining both physical and electronic files related...
Job Title: Estate Administration Paralegal Job Responsibilities: The Estate Administration Paralegal... at the law firm... is responsible for executing a variety of estate administration functions. The role includes drafting estate planning and administration documents, as well as preparing deeds and real estate...
Title: Human Resources Manager Job Responsibilities: HR Compliance & Legal Requirements: - Ensure compliance with federal, state, and local employment laws. - Maintain current knowledge of employment law changes and assess impact on law firm policies and practices. - Conduct compliance audits and recommend corrective...
Job Title: Tax Partner Job Responsibilities: Firm Leadership: - Provide... execution of the firm's tax vision and overall business... strategy. - Collaborate with fellow Partners to drive firm growth, innovation, and operational excellence. - Represent the firm in high-level client, community, and business engagements. Client Advisory...
Title: Legal Secretary Job Responsibilities: - Draft estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives, and related amendments. - Collect and organize financial, personal, and asset information from clients. - Manage and maintain client files, both digital and physical, in...
Tax Professional (Paralegal) Job Category: Paralegals Requisition... Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At the law firm, we...
Job Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) at... responsibilities include: - Preparing various tax returns, such as Estate... Tax Returns and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts, performing trust accounting, and auditing accounts. - Managing General Ledger accounts, reco...
Job Title: Paralegal - Trusts & Estates Job... Responsibilities: The Paralegal in the Trusts &... Estates department at the law firm is responsible for assisting and assistance with Gift Tax Returns, Estate Tax Returns,... and Fiduciary Income Tax Returns. - Maintenance of financial......
Title: Office Admin/Paralegal Job Responsibilities: The position at the law firm involves several key responsibilities: - Handling incoming phone calls, which requires excellent communication skills and the ability to effectively manage inquiries. - Assisting with the filing and scanning of...
Job Title: Paralegal/Legal Assistant - Estate Planning... and Transactional Law Job Responsibilities: The Paralegal/Legal Assistant role at the... law firm involves supporting attorneys primarily in the areas of Estate Planning, Probate Law, and Trusts. The candidate will play a crucial role in...
Job Title: Probate Paralegal Job Responsibilities: - Conduct review meetings... with clients to assess their needs and provide legal advice. - Participate in meetings with referral partners to foster relationships and gain insights into client needs. - Attend team meetings and manage cases to...
Title: Estates & Trusts Paralegal Job Responsibilities: - Guide families through... estate, inheritance, and gift tax returns - Coordinate asset transfers,... including retirement accounts and financial instruments - Draft and review accountings, receipts, and releases - Work closely with attorneys and clients to keep matters...
Title: Trust & Estates Paralegal Job Responsibilities: The Trust & Estates... Paralegal will join the Trusts... & Estates Practice Group at a law firm to provide comprehensive estate and trust administration services. Key responsibilities include: - Managing all aspects of New Jersey and...
Paralegal Job Details Job Title: Paralegal Position Type:... Level: 4 Year Degree Description Summary: A paralegal specializing in trusts, estates,... and tax provides essential support to... In this role, the paralegal is responsible for drafting... wills and trusts, offering client consultations, processing tax returns, and managin...
Job Title: Paralegal - Estate Planning &... supervision. - Assist in all phases of probate and estate administration, including preparing petitions, notices, inheritance tax returns, and fiduciary accountings. -... Manage communication with clients, beneficiaries, financial institutions, and court personnel to facilitate sm...
Job Title: Paralegal / Legal Assistant Job Responsibilities: -... records. - Answer phones and greet clients. - Communicate with clients, courts, and other professionals. - Schedule appointments, maintain calendars, and assist with billing tasks. - Coordinate with accounting staff on documentation for tax and business clients. Educat...
Experienced Trust and Estates Paralegal Job Responsibilities: 1. Estate Probate &... Administration: - Prepare and file probate and administration applications with the New Jersey Surrogate’s Court. - Assist attorneys in communicating with executors/administrators regarding next steps and required information. - Aid executors/administrators...
Title: Estates & Trusts Paralegal Job Responsibilities: - Guide families through... estate, inheritance, and gift tax returns - Coordinate asset transfers,... including retirement accounts and financial instruments - Draft and review accountings, receipts, and releases - Work closely with attorneys and clients to keep matters...
Job Title: Paralegal/Legal Administrative Assistant - Trusts... and file fiduciary income tax and federal estate tax... returns. - Communicate professionally with... clients, beneficiaries, corporate trustees, and advisors to gather information, provide updates, and coordinate document execution. - Analyze financial documents, including tax...
Job Title: Probate/Fiduciary/Trust Paralegal Job Responsibilities: - Assist the Managing... Attorney, who serves as Personal Representative, Curator, or Trustee, in carrying out fiduciary duties. This includes filing standard probate pleadings and marshaling assets such as closing bank accounts and selling stock or...
Job Title: Paralegal/Legal Administrative Assistant - Trusts... & Estates Job Responsibilities: The Paralegal/Legal Administrative Assistant in the... Estates matters. This includes a range of responsibilities that combine both paralegal and administrative duties. The... key responsibilities include: - Preparing and filing probate petitions, inventories,...
Title: Legal Assistant Job Responsibilities: - Provide administrative support and work directly with attorneys on client matters. - Type legal documents and correspondence with attention to grammar, spelling, and formatting. - Prepare the first drafts of memos, letters, and reports. - Perform electronic filing. - Answer...
Estate Planning & Probate Paralegal Job Responsibilities: The Estate Planning &... Probate Paralegal at the law firm... will play a crucial role in supporting the attorney with various tasks related to estate planning and probate practice. The responsibilities include: - Preparing initial drafts...
Title: Trust & Estates Paralegal Job Responsibilities: The primary responsibilities for... the Trust & Estates Paralegal at the law firm... court to initiate the probate process. The role also requires the preparation of federal estate tax returns, ensuring compliance with... tax r...
Title: Trusts and Estates Paralegal Job Responsibilities: - Handling all aspects... of probate and estate administration proceedings, including preparing petitions and other court filings such as heirship affidavits, asset and liability affidavits, applications for waiver of bond, and more. - Managing the collection...
Job Title: Paralegal Job Responsibilities: The role of a... Paralegal at the law firm... encompasses a variety of responsibilities that are crucial to the functioning of legal operations. The specific duties may vary depending on the practice area but generally include: - Drafting,...
Title: Legal Assistant Job Responsibilities: The role of a Family, Wealth, and Estate Planning Legal Assistant at the law firm involves a variety of tasks requiring strong organizational skills, a positive attitude, and the ability to work both independently and as part...
Job Title: Paralegal Job Responsibilities: - Assist with the... completion of probate forms, releasing liens, court orders, and other related documents. - Prepare and file documentation necessary for the appointment of fiduciaries and the allowance of wills. - Assist with the estate planning process,...
Job Title: Paralegal Job Responsibilities: The paralegal at the... law firm will be responsible for a variety of tasks that are crucial to the efficient resolution of clients' probate matters. These responsibilities include: - Communicating clearly and precisely with clients, other counsel, court...
Job Title: Trusts Admin Paralegal Job Responsibilities: - Assist with preparation... estate planning and business succession documents, including wills, trusts,... powers of attorney, and related agreements. - Support attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions. - Draft...
Trust, and Estate Planning Paralegal Job Responsibilities: The Probate, Trust, and... Estate Planning Paralegal is responsible for managing... and assisting with the entire probate and trust process from start to finish. Key duties include: - Administering probate and trust processes, which involves drafting...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal is responsible for... the funding of post-death irrevocable trusts, preparing necessary documentation, filing estate-related tax returns, and overseeing client... case management. The key duties involve: - Preparing vari...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal is responsible for... post-death irrevocable trusts, preparing necessary documents, and managing probate and estate-related tax returns. Key responsibilities include: -... Preparing various tax returns, including Estate Tax... Return...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal at the law... and funding post-death irrevocable trusts. Key responsibilities include the preparation of necessary documents, probate pleadings, and estate-related tax returns. The paralegal is... also...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal at the law... post-death irrevocable trusts, preparing necessary documents, and filing estate-related tax returns. Key responsibilities include: -... Preparing various tax returns, including Estate Tax... Returns and Fiducia...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal at the law... funding post-death irrevocable trusts, and preparing essential documents. Key responsibilities include: - Preparing various tax returns, including Estate Tax... Returns and Fiduciary Income... Tax R...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal at the law... post-death irrevocable trusts, and preparing necessary documents. The paralegal is responsible for preparing... probate and estate-related tax returns and managing client... cases effectively. Esse...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal is responsible for... estates, managing the funding of post-death irrevocable trusts, preparing necessary documents, and filing estate-related tax returns. Key duties involve: -... Preparing various tax returns, specifica...
experienced Estates & Trusts Tax Paralegal to join their... preparing estate and gift tax returns, fiduciary income tax... returns, and court accountings... 3 years experience in paralegal role required - Competitive... compensation and comprehensive benefits package offered - Annual salary...
Title: Estates & Trusts Tax Paralegal Location: Albany, Buffalo,... 3 years in a paralegal role Salary: $69,750 -... an Estates & Trusts Tax Paralegal at **Members Only**... LLP... seeking a detail-oriented and resourceful Estates & Trusts Tax Paralegal to join...
Title: Estates & Trusts Tax Paralegal Salary Range: $69,750... 3 years in a paralegal role Location: Albany, Buffalo,... an Estates & Trusts Tax Paralegal at Law Firm... H2:... Competitive Salary and Comprehensive Benefits Package **Members Only** LLP, a regional...