Overview

Roseland, NJ 

Summary

This role assists attorneys with assignments involving complex paralegal duties requiring initiative, skill and specialized legal knowledge. Such complex work requires the exercise of independent judgment and discretion.

Preferred: A minimum of 5 years of trust and estates paralegal experience; including, Administer estates and trusts; Prepare federal and state estate tax returns; Prepare fiduciary accountings and income tax returns; Generally assist lawyers in estate planning and administration; Management of all aspects of trust accounts.

Essential Job Requirements

  • Administer estates and trusts;
  • Prepare federal and state estate tax returns;
  • Prepare fiduciary accountings and income tax returns;
  • Generally assist lawyers in estate planning and administration;
  • Management of all aspects of trust accounts;
  • Extensive client contact;
  • Calendar and monitor key dates and deadlines. 

Preparation of:

  • Probate papers;
  • Federal and state estate and inheritance tax returns;
  • Federal gift tax returns;
  • Fiduciary accountings;
  • Federal and state fiduciary income tax returns. 

Skills, Knowledge and Abilities

  • A minimum of a bachelor’s degree from an accredited college or university is required;
  • Paralegal certification from an ABA program is optimal;
  • A minimum of 5 years’ experience with estate administration and trust administration matters;
  • Proficient with fiduciary accounting, including expertise with estate and gift tax returns;
  • Currently is a Legal Assistant/Paralegal in a law firm or financial institution such as a trust company or bank trust department;
  • A self-starter who can work independently;
  • Excellent communication skills are a must since extensive client interaction is an integral part of this job;
  • Careful attention to detail and superior interpersonal skills.

*This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities required by employee.

Salary: Highly competitive above market compensation
Date Active: 2.1.2021
Exempt/Not Exempt: Non-Exempt