Trusts and Estates Paralegal with Tax Experience - Urgently Hiring

Express Employment Professionals Pennsylvania, Philadelphia Permanent

Job Description

Express Employment Professionals is representing a well-established law firm in Haddonfield, NJ seeking a Trusts & Estates Paralegal to play a key role in a sophisticated estate and trust practice.

This position is ideal for candidates with a tax and accounting background (including CPA firm experience) who are looking to apply their expertise in a more stable, client-focused environment. The role offers meaningful involvement in fiduciary income tax (Form 1041) and estate-related filings, along with exposure to high-net-worth estates.

Key Responsibilities
  • Support all phases of estate and trust administration, including probate filings and asset coordination
  • Play an active role in the preparation and review of fiduciary income tax returns (Form 1041)
  • Maintain financial records for use in tax filings and estate accountings
  • Assist with estate and inheritance tax filings (federal and state)
  • Coordinate with clients, financial institutions, and advisors
  • Assist with preparation of estate accountings and related documentation
  • Track deadlines and ensure timely completion of filings
Qualifications
  • 3+ years of experience in trusts & estates, estate administration, or tax (CPA firm experience welcomed)
  • Hands-on experience with Form 1041 required
  • Experience with estate and/or trust tax filings strongly preferred
  • Strong organizational skills and attention to detail
  • Comfortable working with financial data and documentation
  • Proficiency with Microsoft Office; experience with tax or accounting software (e.g., ProSeries, OneSource) is a plus
Additional Details
  • Location: Haddonfield, NJ (commutable from Philadelphia and surrounding South Jersey suburbs)
  • Schedule: On-site
  • Collaborative, team-oriented environment with long-standing client relationships
  • Opportunity to step out of a traditional public accounting setting into a more balanced, client-focused role
  • Exposure to complex estates and sophisticated matters
  • Competitive compensation based on experience

Inquire Directly
If this aligns with your background, feel free to reach out directly for a confidential conversation.
Alexis Haley

Express Employment Professionals' Specialized Recruiting Group (SRG) focuses on placing top talent in professional roles across accounting, finance, legal, and administrative functions. With a consultative approach, SRG partners closely with both clients and candidates to ensure the right long-term fit, delivering high-quality, direct hire solutions backed by industry expertise and a strong local network.

PandoLogic. Category:Legal,

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