Step into a role where your organizational skills and attention to detail make a lasting difference in people's lives. We are seeking a Trust & Estate Administration and Tax Legal Assistant to join a well-regarded legal team. This position offers the opportunity to work closely with attorneys, clients, and financial professionals while managing complex matters in probate, estate, trust administration, and tax planning.
What You'll Do

This position involves a wide variety of responsibilities across client case management, probate and trust administration, and tax preparation support, including:
Drafting legal documents such as pleadings, motions, affidavits, and correspondence
Meeting with attorneys, clients, trustees, beneficiaries, and financial advisors
Researching statutes, regulations, and case law to provide written analysis
Preparing probate documents, inventories, annual accountings, deeds, settlement agreements, and asset spreadsheets
Valuing estate assets, calculating fees, and preparing allocation schedules and distribution plans
Managing compliance calendars, checkbooks, and estate or trust files
Gathering financial and tax information for fiduciary and final tax returns
Drafting petitions and supporting documents for estate, trust, probate, and conservatorship matters

What Sets This Role Apart

This opportunity is ideal for a detail-oriented professional who thrives in a collaborative environment and values the chance to contribute meaningfully to client outcomes. The role is both challenging and rewarding, offering hands-on experience with every aspect of estate and trust administration, along with exposure to complex tax preparation.

Candidate Parameters

Bachelor's degree, or equivalent experience (5+ years preferred)
Experience in trust & estate administration and/or tax planning
Strong accounting and financial skills (knowledge of GAAP preferred)
Advanced computer skills (Microsoft Office and related software)
Excellent written and oral communication skills
Ability to manage sensitive matters with discretion and empathy

Compensation

$75,000 - $110,000
Potential for discretionary and performance-based bonuses

Benefits

Health, dental & vision insurance
PTO and sick leave
401(k) with matching or profit sharing
Life insurance policy
Professional development opportunities

Salary Range: $75,000 - $110,000
Reference:

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