Senior Trusts & Estates Paralegal — Mentorship & Growth
Trustpoint.One, Haddonfield, NJ, United States
Trustpoint.One is pleased to partner with a respected tax-boutique law firm in their search for a Trusts & Estates Paralegal to join their team in Haddonfield, New Jersey. This is a unique opportunity to join a highly regarded firm with a longstanding reputation for excellence in tax, estate, and business law.This role is ideal for a seasoned Trusts & Estates professional - or an accounting professional/CPA with an interest in transitioning into the legal field—who is looking to work closely with experienced attorneys in a collaborative, high-level practice. The position is fully onsite (5 days/week) and conveniently located near public transportation. Position Overview: The firm is seeking a sophisticated and detail-oriented professional to support complex trust and estate matters from inception through completion. This individual will work directly with attorneys (no paralegal management layer) and will have the opportunity to grow into a mentorship role, helping to train junior staff over time.This role does not require billable hour tracking. Key Responsibilities:
Manage all aspects of estate and trust administration Prepare estate and trust accountings Prepare and/or review fiduciary income tax returns Assist with estate and inheritance tax returns Support gift tax return preparation Communicate with clients and maintain strong client relationships Collaborate closely with attorneys on sophisticated tax and estate matters Qualifications:
7–10+ years of experience in trusts & estates, tax, or related practice area Strong experience with estate and trust administration and accountings Background in preparing income, estate, and/or gift tax returns CPA or prior accounting/tax preparation experience strongly preferred (but not required) High attention to detail and strong organizational skills Ability to work independently and manage complex matters Why This Opportunity:
No billable hour requirement Direct access to and mentorship from experienced attorneys Opportunity to step into a future training/mentorship role Collegial, high-end boutique environment with sophisticated work This position is open due to the upcoming retirement of a long-tenured team member. Compensation & Benefits:
Salary range: $70,000 – $75,000 (commensurate with experience) Generous paid time off (vacation, personal, sick time) Health, dental, and vision insurance Life and AD&D insurance 401(k) with profit-sharing Apply today to learn more about this opportunity to join a premier tax and estates practice. Trustpoint.One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #J-18808-Ljbffr
Manage all aspects of estate and trust administration Prepare estate and trust accountings Prepare and/or review fiduciary income tax returns Assist with estate and inheritance tax returns Support gift tax return preparation Communicate with clients and maintain strong client relationships Collaborate closely with attorneys on sophisticated tax and estate matters Qualifications:
7–10+ years of experience in trusts & estates, tax, or related practice area Strong experience with estate and trust administration and accountings Background in preparing income, estate, and/or gift tax returns CPA or prior accounting/tax preparation experience strongly preferred (but not required) High attention to detail and strong organizational skills Ability to work independently and manage complex matters Why This Opportunity:
No billable hour requirement Direct access to and mentorship from experienced attorneys Opportunity to step into a future training/mentorship role Collegial, high-end boutique environment with sophisticated work This position is open due to the upcoming retirement of a long-tenured team member. Compensation & Benefits:
Salary range: $70,000 – $75,000 (commensurate with experience) Generous paid time off (vacation, personal, sick time) Health, dental, and vision insurance Life and AD&D insurance 401(k) with profit-sharing Apply today to learn more about this opportunity to join a premier tax and estates practice. Trustpoint.One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #J-18808-Ljbffr