Paralegal - Cherry Hill

Only for registered members Cherry Hill, United States

17 hours ago

$48,000 - $90,000 (USD) per year *

* This salary range is an estimation made by beBee

This position is based in the Cherry Hill, NJ office. It is mainly on-site but there is flexibility to work from home when needed. · Salary is negotiable and dependent upon experience. · Position Overview · We are looking for a detail-oriented, professional paralegal capable of u ...

Job description

This position is based in the Cherry Hill, NJ office. It is mainly on-site but there is flexibility to work from home when needed.

Salary is negotiable and dependent upon experience.

Position Overview

We are looking for a detail-oriented, professional paralegal capable of upholding this high standard while supporting attorneys in delivering exceptional results for high-net-worth clients.

Key Responsibilities

Assist with all aspects of estate and trust administration, including managing case progression from initial planning through final distribution.

Prepare and file estate and inheritance tax returns, gift tax returns, fiduciary income tax returns, and related forms.

Perform estate and trust accountings, including asset valuation, marshalling of assets, tracking distributions, bill payments, and reconciliations.

Draft and organize estate planning documents such as wills, revocable and irrevocable trusts, powers of attorney, living wills, health care directives, and beneficiary designations.

Support probate processes by preparing petitions, inventories, accountings, deeds, and other court filings; coordinate with courts, beneficiaries, financial institutions, and appraisers.

Conduct legal research, gather and analyze financial and asset information, and prepare correspondence, transfer documents, and tax calculations.

Maintain accurate records, monitor deadlines, and ensure compliance with state and federal regulations in estate and trust matters.

Required Qualifications & Skills

Paralegal certificate from an accredited program would be great but is NOT required. Bachelor's degree is, again, preferred but not required.

7–10 years of experience working on trust and estate matters, with strong focus on estate/trust administration, probate, and tax return preparation (preferred).

Proficiency in specialized estate and tax software is preferred.

Software Used:
ProSeries (Intuit – tax return preparation)

FAS/FATE (Thomson Reuters – estate & trust accounting and estate/inheritance tax returns for NJ & PA)

NumberCruncher

TValue

Tax Interest

Tax Help Software (THS)

Strong working knowledge of Microsoft Office Suite (especially Word, Excel, and Outlook)

Excellent organizational skills, attention to detail, and ability to manage multiple matters independently while meeting deadlines.

Superior written and verbal communication skills for professional client and court interactions.

This is an outstanding opportunity to contribute to a respected boutique firm known for precision, client service, and complex estate and tax work.

If you have the sophistication and expertise to excel in this specialized role, we encourage you to apply Salary will be commensurate with your experience and qualifications.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:

The pay transparency policy is available here:

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities.

If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https:
//e-We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance.

For Los Angeles, CA applicants:

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

#1589

Similar jobs

Work in company