Trusts and Estates Paralegal with Tax Experience
Express Employment Professionals is looking for Trusts and Estates Paralegal with Tax Experience in Philadelphia, PA.
This local job opportunity with ID 3634013339 is live since 2026-04-13 07:35:27.
<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-19122
<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-19122