Tax and Wealth Planning Paralegal

About the Role

Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of five (5) years of experience to join our well-established trusts and estates team. Our work is varied, interesting, and meaningful, with a deep client base. We set high standards for work product and client service, functioning collaboratively and offering paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.

Responsibilities

• Calendar management, including tax-related deadlines and client calls/meetings.
• Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
• Estate administration, including preparing and filing probate documents, advising, and responding to clients.
• Trust administration, including preparing withdrawal right notices and appointments of successor trustees.
• Preparing trust and estate accountings.
• Drafting simple wills and correspondence.
• Applying for tax identification numbers.
• Preparing and filing deeds and related documents, reviewing deed records.
• Forming entities with the Secretary of State office.
• Preparing corporate minutes and maintaining minute books.
• Calculating taxes, tax exemptions, and executor fees.
• Conducting basic research of local and state rules, federal statutes, and IRS authority, providing written or verbal summaries to the supervising attorney.

Requirements

• BA or BS degree strongly preferred.
• Associate's degree or paralegal certificate with five years of comparable work experience.
• Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word, and Outlook.
• Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products.
• Ability to work with numbers (e.g., basic math, spreadsheets, bank statements).

Skills

• Excellent written and verbal communication skills.
• Strong problem-solving skills.
• Strong organizational skills.
• Ability to demonstrate flexibility, balance competing demands, and effectively manage various projects simultaneously.
• Ability to take initiative to improve processes while keeping team members informed.
• Ability to maintain the highest level of confidentiality.
• Ability to provide outstanding customer service to internal and external clients/contacts.

Work Environment & Physical Demands

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

• Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds.
• Work involves sitting most of the time. Walking and standing are often necessary in carrying out job duties.

Applicants must be currently authorized to work in the United States on a full-time basis now and in the future. Sponsorship is not provided for this position.