Senior Trusts & Estates Paralegal – Advanced Estate & Gift Tax Planning

Pay: $120,000.00 - $140,000.00 per year
Why This Is a Great Opportunity

- Work directly with senior attorneys on sophisticated estate, gift, GST, and wealth-transfer planning for high-net-worth families.

- Handle complex matters involving irrevocable trusts, advanced gifting strategies, closely held businesses, ownership transfers, and tax planning structures.

- Join a collaborative boutique practice offering sophisticated work without the hierarchy and rigidity of a large law firm.

- Enjoy a fully remote position while residing anywhere in New York or New Jersey.

- Use modern technology and AI tools to reduce repetitive work and focus on higher-value planning, organization, and implementation.

Location: This is a fully remote opportunity for candidates residing anywhere in New York or New Jersey, offering meaningful flexibility while staying closely connected to an experienced trusts and estates team.

Note: Candidates must have 5+ years of Trusts & Estates or Estate Planning paralegal experience, including advanced estate and gift tax planning and hands-on experience with irrevocable trusts and sophisticated wealth-transfer planning.
About Us

We are a sophisticated trusts and estates practice helping individuals and families with estate planning, advanced tax planning, elder law, asset protection, and estate administration. Our team combines high-level technical work with a collaborative, approachable culture focused on exceptional client service. Confidential Employer.
Job Description

- Support senior attorneys on complex estate, gift, and GST tax planning matters.

- Review and revise sophisticated estate planning and trust documents.

- Coordinate transactions involving trusts, LLCs, partnerships, gifts, sales, assignments, and ownership transfers.

- Prepare and maintain asset schedules, ownership charts, planning summaries, transaction checklists, and implementation trackers.

- Track trust funding, valuations, signatures, ownership transfers, and other implementation steps.

- Coordinate with clients, accountants, financial advisors, valuation professionals, and other outside advisors.

- Review documents and financial information for consistency with the intended planning structure.

- Identify missing information, inconsistencies, and incomplete planning steps for attorney review.

- Assist with precedent documents, checklists, planning systems, and internal processes.

- Use modern legal technology and AI-assisted tools to improve efficiency, organization, and quality.

Qualifications

- 5+ years of Trusts & Estates or Estate Planning paralegal experience.

- Advanced estate and gift tax planning experience.

- Experience with irrevocable trusts and sophisticated wealth-transfer planning.

- Familiarity with federal estate, gift, and GST tax concepts.

- Strong document review and revision skills.

- Experience with closely held businesses, LLCs, partnerships, ownership transfers, or similar planning structures.

- Strong organizational skills and exceptional attention to detail.

- Experience with SLATs, grantor and non-grantor trusts, gift tax returns, valuations, or high-net-worth families is strongly preferred.

Why You Will Love Working Here

- Work on sophisticated private-client matters in a smaller, more collaborative environment.

- Gain direct access to experienced senior attorneys and meaningful involvement in complex planning.

- Take ownership of important implementation and transaction details.

- Enjoy remote flexibility throughout New York and New Jersey.

- Join a team that values initiative, judgment, substantive knowledge, and thoughtful use of technology.

JPC-2065
Benefits:

- Dental insurance

- Paid time off

- Retirement plan

- Vision insurance

Originally posted on Himalayas