Tax Planning Paralegal

POSITION OVERVIEW

Our client is seeking an experienced Trusts & Estates / Tax Planning Paralegal to support sophisticated estate planning, wealth transfer, trust administration, and tax planning matters. This role works closely with attorneys, clients, accountants, and financial advisors on complex planning strategies for individuals, families, and closely held businesses. The ideal candidate possesses strong technical knowledge of estate planning documents, trust administration procedures, and tax-related matters, along with exceptional attention to detail and client service skills.

PERKS

• Competitive compensation package starting at $80,000+ DOE
• Opportunity to support sophisticated estate planning, wealth transfer, and tax planning matters for high-net-worth clients
• Collaborative and supportive firm culture with exceptional long-term employee retention
• Stable and growing practice with strong mentorship and professional development opportunities
• Work-life flexibility within a fully onsite environment focused on teamwork and client service

RESPONSIBILITIES

• Draft and prepare estate planning documents including wills, trusts, powers of attorney, entity formation documents, and related instruments
• Support trust and estate administration matters, including probate filings, inventories, accountings, beneficiary communications, and distribution tracking
• Affiliate with estate, gift, and fiduciary income tax planning and compliance activities, including gathering financial information and coordinating with advisors
• Cooky trust funding activities, prepare deeds, assignments, beneficiary designations, and other asset transfer documentation
• Serve as a primary client contact while maintaining accurate matter records, files, deadlines, and project timelines
• Proofread, format, and organize legal documents while providing administrative and project support across estate planning matters

QUALIFICATIONS

• 3+ years of experience supporting trusts & estates, estate planning, trust administration, or tax-focused legal matters within a law firm environment
• Strong knowledge of tax filings, estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and related wealth transfer instruments
• Experience supporting trust administration, probate proceedings, estate settlement matters, and fiduciary accountings
• Familiarity with estate, gift, and fiduciary income tax concepts, tax return preparation support, and related compliance requirements
• Exceptional organizational, communication, and client service skills with strong attention to detail, discretion, and the ability to manage multiple complex matters simultaneously

COMPENSATION AND BENEFITS

This opportunity offers a competitive compensation package starting at $80,000+ depending on experience, along with a collaborative team environment, long-term career stability, professional growth opportunities, and a strong commitment to work-life flexibility.

HOW TO APPLY

For immediate consideration, please submit your resume here!

ABOUT OUR SEARCH FIRM

Scion Legal is the legal recruiting division of Scion Staffing, Inc., a national award-winning recruiting and staffing firm. Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team-building and recruiting solutions, we bridge the gap in executive leadership searches, direct-hire recruiting, interim leadership placement, and temporary professional staffing.

We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about our firm can be found online.

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent.

For opportunities located in a region that has enacted fair-chance, arrest-, or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applicants with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.