Job Description
Job Description
A well-established mid-sized law firm is seeking a highly motivated Tax / Trusts and Estates Paralegal with 2-7 years of relevant experience. This is an excellent opportunity to join a collaborative and professional team that values both career growth and work-life balance. We are looking for someone with both estate administration and tax experience, specifically gift tax returns and estate tax returns utilizing CheckPoint software.
Responsibilities:
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Assist attorneys with estate and trust administration matters.
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Prepare and file federal and state estate tax returns and gift tax returns.
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Utilize CheckPoint software for tax preparation and filings.
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Organize and manage complex estate planning documents and records.
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Support attorneys with probate filings and communication with courts.
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Communicate with clients, financial institutions, and tax authorities.
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Draft correspondence and legal documents related to trusts and estates.
Qualifications:
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Paralegal certificate required.
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2-7 years of paralegal experience in tax and trusts & estates law.
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Proficiency in preparing estate and gift tax returns.
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Familiarity with CheckPoint software strongly preferred.
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Excellent organizational, analytical, and communication skills.
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Ability to work independently and as part of a team.
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Detail-oriented and able to manage multiple priorities effectively.
Perks & Benefits:
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One remote work day per week
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Supportive and professional work environment
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Emphasis on work-life balance
To Apply: If this opportunity aligns with your career goals, we encourage you to submit your resume, writing samples and cover letter to hector.shaw@w3global.com for immediate and confidential consideration. Due to high demand, we recommend applying early, as this position may fill quickly. We look forward to hearing from you and potentially welcoming you to our growing team!