Estates Trusts Tax Paralegal
Estates Trusts Tax Paralegal
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Job Description
Estates & Trusts Tax Paralegal
Are you a seasoned Estates & Trusts Tax Accountant seeking an exciting opportunity to advance your career with a prestigious legal team Do you take pride in guiding clients through complex estate planning and tax matters with precision and care
This Estates & Trusts Tax Paralegal role paying $70000$85000 per year depending on experience is a fantastic opportunity for a detailoriented professional passionate about estate planning and tax law.
Join a collaborative and dynamic work environment where youll have opportunities for professional growth and the chance to work alongside toptier attorneys on intricate cases. If youre ready to elevate your paralegal career with a firm that values expertise teamwork and exceptional client service apply today!
Responsibilities:
- Assist attorneys with estate planning trust administration and tax matters ensuring accuracy and compliance with legal and regulatory requirements.
- Prepare review and file estate and gift tax returns and fiduciary income tax returns.
- Conduct legal research on estate trust and taxrelated issues to support attorneys in case preparation.
- Draft estate planning documents including wills trusts powers of attorney and related tax documents.
- Manage the probate process including preparing court filings maintaining deadlines and communicating with clients and courts.
- Assist in the valuation and transfer of assets including real estate securities and business interests.
- Maintain and organize client files ensuring all documentation is uptodate and easily accessible.
- Communicate with clients financial advisors CPAs and other professionals to facilitate estate and tax planning strategies.
- Monitor changes in tax laws and estate planning regulations to ensure compliance and best practices.
- Provide administrative support including scheduling meetings coordinating filings and tracking case deadlines.
Required Qualifications:
- 3 years of experience in Estate Planning Trust Administration and Tax Filings.
- Strong knowledge of federal and state tax laws affecting estates and trusts.
- Proficiency in estate tax software and legal research tools.
- Exceptional attention to detail organization and the ability to juggle multiple priorities.
- A proactive solutionsoriented mindset with superior communication skills.
Education:
- Bachelors degree in Accounting Business or related field
Benefits:
- Medical dental and vision insurance
- Generous paid time off (PTO) volunteer leave time and 10 paid holidays.
- Life insurance supplemental life insurance longterm disability insurance and a shortterm disability salary continuation plan.
- Fully funded variable annuity defined pension plan and a 401(k) plan with employer matching.
The advertised pay range represents what we believe at the time of this job posting that our client would be willing to pay for this position. Only in special circumstances where a candidate has education training or experience that far exceeds the requirements for the position would we consider paying higher than the stated range.
StaffBuffalois an Equal Opportunity Employer and does not discriminate in employment on account of race color religion national origin citizenship status ancestry age sex (including sexual harassment) sexual orientation gender gender identity or expression marital status physical or mental disability military status or unfavorable discharge from military service.
#INDSBHIGH
Employment Type
Full-Time
