What are the responsibilities and job description for the Trust Estate Tax Paralegal position at The People Placers?
TRUST & ESTATE TAX PREPARER/PARALEGAL
Full-Time | Onsite
Our client is seeking a full-time Trust & Estate Tax Preparer/Paralegal to join their team in
Voorhees, NJ Office. The Trust & Estate Tax Preparer/Paralegal is responsible for managing
broad range of trust and estate matters, including client tax returns, estates and trust
administration, document preparation, and client case management.
JOB DUTIES:
- Prepare fiduciary income tax returns.
- Assist with probate, trust, and estate administration.
- Prepare inheritance, estate, and gift tax returns.
- Prepare and review fiduciary accountings.
- Provide exceptional service to the Firm’s clients on trust and estate matters.
POSITION-SPECIFIC REQUIREMENTS:
- 3-5 or more years of experience client tax return preparation required.
- 3-5 or more years of experience in fiduciary accounting (preferred).
- Bachelor’s degree and/or Paralegal certificate required.
- Experience in trust & estate administration planning (preferred).
- Prior law firm experience (preferred).
- Proficiency with Microsoft Office applications.
- Excellent communication, analytical, and organizational skills.
- Strong ability to prioritize and manage time effectively.
- Exceptional attention to detail.
Salary : $50,000 - $60,000
