Estates & Trusts Tax Paralegal

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 $70,000–$85,000 per year, depending on experience, is a fantastic opportunity for a detail-oriented professional passionate about estate planning and tax law.

Join a collaborative and dynamic work environment where you’ll have opportunities for professional growth and the chance to work alongside top-tier attorneys on intricate cases. If you’re 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 tax-related 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 up-to-date 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, solutions-oriented mindset with superior communication skills.

Education:

• Bachelor’s 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, long-term disability insurance, and a short-term 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.

First time working with a Recruiter? No problem! We make the process as smooth and straightforward as possible. Communication is key – to get started, all we need from you is an updated resume and some time to chat. Our team will get to know and your future career goals. Throughout the process, we will provide resume feedback, schedule and prepare you for interviews, provide client feedback, and coach you through the offer stage.

StaffBuffalo is 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.

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