Job Description
Job Description
Trust & Estates Paralegal
Salary: $80,000- $115,0000 annually
Schedule: Hybrid 3 days In-person 2 days
Location: 07102
A leading Newark law firm seeks an experienced and detail-oriented Trust & Estates Bookkeeper to support attorneys in its Tax, Trusts & Estates practice. This role requires strong accounting skills, accuracy, and the ability to work independently with clients and third parties. Hybrid after 30 days. 2 days remote
Key Responsibilities
Financial & Accounting
- Manage estate and trust fiduciary accounts and checkbooks
- Prepare checks for expenses, distributions, and disbursements
- Reconcile bank statements and maintain accurate records
- Coordinate with attorneys to ensure timely payment of invoices
- Assist with internal accounting systems and process improvements
Client & File Management
- Communicate with clients, beneficiaries, and professionals
- Maintain organized and up-to-date client files
Estate & Trust Administration
- Gather and analyze probate and non-probate asset information
- Prepare asset inventories and assist with estate accountings
- Track trust income, expenses, distributions, and beneficiaries
- Organize documentation for estate and inheritance tax filings (IRS Form 706, NY ET-706, NJ IT-R, etc.)
Analysis & Projections
- Assist with estate tax projections and administration cost estimates in coordination with attorneys
General Support
- Draft routine correspondence and assist with court filings
- Use Microsoft Word, Excel, Outlook, and iManage
Qualifications
- 2+ years of Trust & Estates bookkeeping experience in a law or accounting firm
- Associate’s or Bachelor’s degree, or Paralegal Certificate
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in Newark, NJ 07102