Description
Overview:

A large, multi-practice law firm seeks a highly driven, organized, and detail-oriented Tax & Fiduciary Paralegal with 2–5 years of relevant experience.


Key Responsibilities:

+ Prepare legal documents and manage financial and tax aspects of estates and trusts

+ Prepare and file state and federal fiduciary income tax returns and death tax returns, ensuring compliance with filing requirements

+ Utilize GOSystems tax software to complete tax documentation and submissions

+ Serve as a liaison between attorneys, clients, financial advisors, and beneficiaries to maintain clear communication and effective case management

Requirements:

+ 2–5 years of experience in fiduciary tax management and trusts and estates law

+ Proficiency in preparing fiduciary income tax and estate tax returns

+ Strong knowledge and experience with GOSystems tax software (required)

+ Excepti...