What are the responsibilities and job description for the Paralegal - Trust and Estate position at Hook Alliance?
We are seeking an experienced Trusts & Estates Paralegal to support estate and trust administration at an established law firm.
Responsibilities:
- Prepare federal estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and New Jersey inheritance tax returns.
- Prepare formal and informal estate and trust accountings.
- Manage estate administration from date of death through final distribution.
- Handle probate filings, asset inventories, reconciliations, trust funding, and related documentation.
- Assist with wills, trusts, and powers of attorney for attorney review.
Qualifications:
- 3 years of law firm experience as a Trusts & Estates Paralegal; 5 years preferred.
- Hands-on experience preparing Forms 706, 1041, and New Jersey inheritance tax returns is required.
- Experience preparing estate and trust accountings.
- Knowledge of New Jersey probate and Surrogate’s Court procedures.
- Strong Excel skills; paralegal certificate or relevant degree preferred.
- Experience with GEMS or similar estate accounting software is a plus.
Salary : $80,000 - $85,000