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.
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Support all phases of estate and trust administration, including probate filings and asset coordination
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Play an active role in the preparation and review of fiduciary income tax returns (Form 1041)
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Maintain financial records for use in tax filings and estate accountings
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Assist with estate and inheritance tax filings (federal and state)
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Coordinate with clients, financial institutions, and advisors
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Assist with preparation of estate accountings and related documentation
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Track deadlines and ensure timely completion of filings
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3+ years of experience in trusts & estates, estate administration, or tax (CPA firm experience welcomed)
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Hands-on experience with Form 1041 required
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Experience with estate and/or trust tax filings strongly preferred
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Strong organizational skills and attention to detail
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Comfortable working with financial data and documentation
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Proficiency with Microsoft Office; experience with tax or accounting software (e.g., ProSeries, OneSource) is a plus
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Location: Haddonfield, NJ (commutable from Philadelphia and surrounding South Jersey suburbs)
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Schedule: On-site
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Collaborative, team-oriented environment with long-standing client relationships
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Opportunity to step out of a traditional public accounting setting into a more balanced, client-focused role
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Exposure to complex estates and sophisticated matters
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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
[email protected]
215-893-1200
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.
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