What are the responsibilities and job description for the Trust & Estate/ Tax Paralegal position at Mantell, Prince & Reynolds, P.C.?
A 35-year boutique tax, business and estate/trust law firm seeks an experienced Trust & Estates/Tax Paralegal to join our Basking Ridge, NJ office.
Essential Responsibilities
- Manage all phases of estate and trust administration from preparation of probate documents through termination of estate/trust.
- Prepare informal accountings and refunding bonds and releases.
- Serve as primary client contact throughout the administration process; communicate with beneficiaries, financial institutions, and other parties.
- Maintain spreadsheets and calendars to ensure compliance with deadlines.
- Preparation of estate planning documents, including wills, revocable trusts, powers of attorney and living wills
Knowledge, Skills & Abilities
- Paralegal certificate preferred.
- 3 years of paralegal experience.
- Familiarity with New Jersey probate procedures, federal estate and gift tax forms and New Jersey inheritance tax (Form IT-R).
- Experience working directly with clients and financial institutions.
- Experience drafting wills, powers of attorney and living wills.
- Strong verbal, written and mathematical skills with meticulous attention to detail.
- Proficiency in Microsoft Office and legal software such as Clio preferred.
- Position Details : $80,000 – $100,000 salary range depending on experience and other qualifications. Position is for a 35 hour work week, generally 8:30-4:30 with allotted time for lunch break.
Salary : $80,000 - $100,000