Trusts and Estates Paralegal with Tax Experience - Immediately Hiring
Express Employment Professionals is looking for Trusts and Estates Paralegal with Tax Experience - Immediately Hiring in Philadelphia, PA.
This local job opportunity with ID 3723801324 is live since 2026-06-23 05:03:30.
<p data-start="339" data-end="557"><strong data-start="339" data-end="375">Express Employment Professionals</strong> is representing a well-established law firm in <strong data-start="432" data-end="451">Haddonfield, NJ</strong> seeking a <strong data-start="462" data-end="492">Trusts & Estates Paralegal</strong> to play a key role in a sophisticated estate and trust practice.</p><p data-start="559" data-end="914">This position is ideal for candidates with a <strong data-start="604" data-end="637">tax and accounting background</strong> (including CPA firm experience) who are looking to apply their expertise in a more stable, client-focused environment. The role offers meaningful involvement in <strong data-start="799" data-end="835">fiduciary income tax (Form 1041)</strong> and estate-related filings, along with exposure to <strong data-start="887" data-end="913">high-net-worth estates</strong>.</p><h3 data-section- data-start="921" data-end="949"><span role="text"><strong data-start="925" data-end="949">Key Responsibilities</strong></span></h3><ul data-start="950" data-end="1521"><li data-section- data-start="950" data-end="1061">Support all phases of <strong data-start="974" data-end="1009">estate and trust administration</strong>, including probate filings and asset coordination</li><li data-section- data-start="1062" data-end="1163"><strong data-start="1064" data-end="1161">Play an active role in the preparation and review of fiduciary income tax returns (Form 1041)</strong></li><li data-section- data-start="1164" data-end="1240">Maintain financial records for use in tax filings and estate accountings</li><li data-section- data-start="1241" data-end="1315">Assist with <strong data-start="1255" data-end="1293">estate and inheritance tax filings</strong> (federal and state)</li><li data-section- data-start="1316" data-end="1381">Coordinate with clients, financial institutions, and advisors</li><li data-section- data-start="1382" data-end="1461">Assist with preparation of <strong data-start="1411" data-end="1459">estate accountings and related documentation</strong></li><li data-section- data-start="1462" data-end="1521">Track deadlines and ensure timely completion of filings</li></ul><h3 data-section- data-start="1528" data-end="1550"><span role="text"><strong data-start="1532" data-end="1550">Qualifications</strong></span></h3><ul data-start="1551" data-end="2026"><li data-section- data-start="1551" data-end="1663">3+ years of experience in <strong data-start="1579" data-end="1661">trusts & estates, estate administration, or tax (CPA firm experience welcomed)</strong></li><li data-section- data-start="1664" data-end="1715"><strong data-start="1666" data-end="1713">Hands-on experience with Form 1041 required</strong></li><li data-section- data-start="1716" data-end="1786">Experience with estate and/or trust tax filings strongly preferred</li><li data-section- data-start="1787" data-end="1843">Strong organizational skills and attention to detail</li><li data-section- data-start="1844" data-end="1905">Comfortable working with financial data and documentation</li><li data-section- data-start="1906" data-end="2026">Proficiency with Microsoft Office; experience with tax or accounting software (e.g., ProSeries, OneSource) is a plus</li></ul><h3 data-section- data-start="2033" data-end="2059"><span role="text"><strong data-start="2037" data-end="2059">Additional Details</strong></span></h3><ul data-start="2060" data-end="2500"><li data-section- data-start="2060" data-end="2161"><strong data-start="2062" data-end="2075">Location:</strong> Haddonfield, NJ (commutable from Philadelphia and surrounding South Jersey suburbs)</li><li data-section- data-start="2162" data-end="2187"><strong data-start="2164" data-end="2177">Schedule:</strong> On-site</li><li data-section- data-start="2188" data-end="2272">Collaborative, team-oriented environment with long-standing client relationships</li><li data-section- data-start="2273" data-end="2389">Opportunity to step out of a traditional public accounting setting into a more <strong data-start="2354" data-end="2387">balanced, client-focused role</strong></li><li data-section- data-start="2390" data-end="2451">Exposure to <strong data-start="2404" data-end="2449">complex estates and sophisticated matters</strong></li><li data-section- data-start="2452" data-end="2500">Competitive compensation based on experience</li></ul><p><strong data-start="190" data-end="205">Inquire Directly</strong><br data-start="205" data-end="208">If this aligns with your background, feel free to reach out directly for a confidential conversation.<br data-start="309" data-end="312"><strong data-start="312" data-end="328">Alexis Haley</strong><br data-start="328" data-end="331"><a rel="noopener" data-start="331" data-end="359">alexis.haley@expresspros.com</a><br data-start="359" data-end="362">215-893-1200</p><p>Express Employment Professionals’ <strong data-start="34" data-end="72">Specialized Recruiting Group (SRG)</strong> focuses on placing top talent in professional roles across accounting, finance, legal, and administrative functions. With a consultative approach, SRG partners closely with both clients and candidates to ensure the right long-term fit, delivering high-quality, direct hire solutions backed by industry expertise and a strong local network.</p><p>#2722</p>PandoLogic. Category:Legal, Keywords:Paralegal, Location:Philadelphia, PA-19128
<p data-start="339" data-end="557"><strong data-start="339" data-end="375">Express Employment Professionals</strong> is representing a well-established law firm in <strong data-start="432" data-end="451">Haddonfield, NJ</strong> seeking a <strong data-start="462" data-end="492">Trusts & Estates Paralegal</strong> to play a key role in a sophisticated estate and trust practice.</p><p data-start="559" data-end="914">This position is ideal for candidates with a <strong data-start="604" data-end="637">tax and accounting background</strong> (including CPA firm experience) who are looking to apply their expertise in a more stable, client-focused environment. The role offers meaningful involvement in <strong data-start="799" data-end="835">fiduciary income tax (Form 1041)</strong> and estate-related filings, along with exposure to <strong data-start="887" data-end="913">high-net-worth estates</strong>.</p><h3 data-section- data-start="921" data-end="949"><span role="text"><strong data-start="925" data-end="949">Key Responsibilities</strong></span></h3><ul data-start="950" data-end="1521"><li data-section- data-start="950" data-end="1061">Support all phases of <strong data-start="974" data-end="1009">estate and trust administration</strong>, including probate filings and asset coordination</li><li data-section- data-start="1062" data-end="1163"><strong data-start="1064" data-end="1161">Play an active role in the preparation and review of fiduciary income tax returns (Form 1041)</strong></li><li data-section- data-start="1164" data-end="1240">Maintain financial records for use in tax filings and estate accountings</li><li data-section- data-start="1241" data-end="1315">Assist with <strong data-start="1255" data-end="1293">estate and inheritance tax filings</strong> (federal and state)</li><li data-section- data-start="1316" data-end="1381">Coordinate with clients, financial institutions, and advisors</li><li data-section- data-start="1382" data-end="1461">Assist with preparation of <strong data-start="1411" data-end="1459">estate accountings and related documentation</strong></li><li data-section- data-start="1462" data-end="1521">Track deadlines and ensure timely completion of filings</li></ul><h3 data-section- data-start="1528" data-end="1550"><span role="text"><strong data-start="1532" data-end="1550">Qualifications</strong></span></h3><ul data-start="1551" data-end="2026"><li data-section- data-start="1551" data-end="1663">3+ years of experience in <strong data-start="1579" data-end="1661">trusts & estates, estate administration, or tax (CPA firm experience welcomed)</strong></li><li data-section- data-start="1664" data-end="1715"><strong data-start="1666" data-end="1713">Hands-on experience with Form 1041 required</strong></li><li data-section- data-start="1716" data-end="1786">Experience with estate and/or trust tax filings strongly preferred</li><li data-section- data-start="1787" data-end="1843">Strong organizational skills and attention to detail</li><li data-section- data-start="1844" data-end="1905">Comfortable working with financial data and documentation</li><li data-section- data-start="1906" data-end="2026">Proficiency with Microsoft Office; experience with tax or accounting software (e.g., ProSeries, OneSource) is a plus</li></ul><h3 data-section- data-start="2033" data-end="2059"><span role="text"><strong data-start="2037" data-end="2059">Additional Details</strong></span></h3><ul data-start="2060" data-end="2500"><li data-section- data-start="2060" data-end="2161"><strong data-start="2062" data-end="2075">Location:</strong> Haddonfield, NJ (commutable from Philadelphia and surrounding South Jersey suburbs)</li><li data-section- data-start="2162" data-end="2187"><strong data-start="2164" data-end="2177">Schedule:</strong> On-site</li><li data-section- data-start="2188" data-end="2272">Collaborative, team-oriented environment with long-standing client relationships</li><li data-section- data-start="2273" data-end="2389">Opportunity to step out of a traditional public accounting setting into a more <strong data-start="2354" data-end="2387">balanced, client-focused role</strong></li><li data-section- data-start="2390" data-end="2451">Exposure to <strong data-start="2404" data-end="2449">complex estates and sophisticated matters</strong></li><li data-section- data-start="2452" data-end="2500">Competitive compensation based on experience</li></ul><p><strong data-start="190" data-end="205">Inquire Directly</strong><br data-start="205" data-end="208">If this aligns with your background, feel free to reach out directly for a confidential conversation.<br data-start="309" data-end="312"><strong data-start="312" data-end="328">Alexis Haley</strong><br data-start="328" data-end="331"><a rel="noopener" data-start="331" data-end="359">alexis.haley@expresspros.com</a><br data-start="359" data-end="362">215-893-1200</p><p>Express Employment Professionals’ <strong data-start="34" data-end="72">Specialized Recruiting Group (SRG)</strong> focuses on placing top talent in professional roles across accounting, finance, legal, and administrative functions. With a consultative approach, SRG partners closely with both clients and candidates to ensure the right long-term fit, delivering high-quality, direct hire solutions backed by industry expertise and a strong local network.</p><p>#2722</p>PandoLogic. Category:Legal, Keywords:Paralegal, Location:Philadelphia, PA-19128