Tax Trust Estate Associate

6 hours ago


Hackensack, United States Addition Management Full time
Title: Tax,Trust & Estate Associate
Location: NYC (Midtown), North NJ or Boca Raton, FL - (Hybrid)
Salary: $225K-$315K

Growing Established Law Firm Seeks Tax, Trust & Estate Attorney to join their team

Responsibilities:
  • Consult with clients to understand their unique needs and objectives for estate planning.
  • Draft wills, trusts, powers of attorney, and other legal documents in accordance with client instructions and applicable laws.
  • Assist trustees and beneficiaries with the administration of trusts, including asset management and distribution.
  • Guide clients through the probate process, from validating wills to resolving disputes among heirs or beneficiaries.
  • Address legal issues affecting older adults, such as long-term care and Medicaid planning and guardianship proceedings.
  • Represent clients in trust and estate litigation, including will contests and breach of fiduciary duty claims.
  • Attend relevant events and conduct educational seminars for potential clients.
  • Advise clients on a variety of tax law matters, including but not limited to tax planning, compliance, and controversy
  • Conduct legal research and analysis to support clients' needs
  • Represent clients in tax disputes and negotiations with government agencies
  • Provide strategic guidance to clients on complex tax matters
  • Manage client relationships and ensure client satisfaction
  • Stay up-to-date on changes in tax law and regulations and provide timely updates to clients


Skills & Experience:
  • New York, New Jersey, Florida or Maryland Bar Admission
  • Juris Doctor from accredited law school
  • LLM preferred in Taxation or Estate Planning
  • 3-5 years' experience in estate/trust law practice environment
  • Exposure to Microsoft Now / LexisNexis / PerfectLaw or Westlaw software
  • Strong written, oral communication & presentation skills.
  • In-depth knowledge of federal and state tax laws and regulations

  • Tax, Trusts

    10 hours ago


    Hackensack, United States Fawkes IDM Full time

    Responsibilities Provide legal advice and guidance on a wide range of tax and trust planning matters. Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service. Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents....


  • Hackensack, United States Pashman Stein P C Full time

    Job DescriptionJob DescriptionDescription:Pashman Stein Walder Hayden seeks a full-time senior associate, counsel, or partner level Trusts & Estates candidate to join the firm to be based in Hackensack, New Jersey. The ideal candidate will have at least 8+ years of experience with Trusts & Estates, including, drafting all estate planning documents (Wills,...


  • Hackensack, United States Fawkes IDM Full time

    A law firm with offices in Hackensack, NJ is seeking a full-time Trust and Estates Paralegal to join their team. Responsibilities: handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus) Extensive communication with clients, financial planners and accountants Preparation of...


  • Hackensack, United States Fawkes IDM Full time

    Job DescriptionJob DescriptionA law firm with offices in Hackensack, NJ is seeking a full-time Trust and Estates Paralegal to join their team. Responsibilities: handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)Extensive communication with clients, financial planners and...


  • Hackensack, United States The Rockridge Group Full time

    Job DescriptionJob Description TITLE: Trusts & Estates Administrative Assistant LOCATION: New Jersey or New York OfficeSeeking a Trust & Estate Administrative Assistant to join Firm X’s T&E Department in their New Jersey or New York offices. REQUIREMENTS/RESPONSIBILITIES:Three (3+) years of professional experienceExperience with general probate procedures...


  • Hackensack, New Jersey, United States Fawkes IDM Full time

    Fawkes IDM Seeks Trust and Estates ParalegalA reputable law firm, Fawkes IDM, is currently looking to hire a full-time Trust and Estates Paralegal to join their dedicated team.Key Responsibilities:Manage all aspects of estate and trust administration, including probate procedures (knowledge of state and federal probate laws is a bonus)Regularly communicate...


  • Hackensack, United States The Rockridge Group Full time

    Job DescriptionJob Description Title: Trusts & Estates Administration ParalegalLocation: Remote Trusts & Estates Administration Paralegal - New Jersey, New York or Florida Office:Seeking a Trust and Estate Administration Paralegal with 5 plus years’ experience to join our New Jersey, New York or Florida Offices. Responsibilities:Handling all phases of...


  • Hackensack, New Jersey, United States Fawkes IDM Full time

    Fawkes IDM is seeking a highly skilled Trust and Estates Paralegal to join their team. The ideal candidate will have extensive experience in estate and trust administration, including probate, and will be responsible for handling all phases of estate and trust administration.Key Responsibilities: Manage all aspects of estate and trust administration,...


  • Hackensack, New Jersey, United States Fawkes IDM Full time

    Job OverviewFawkes IDM is seeking a highly skilled Trust and Estates Paralegal to join our team. As a key member of our fiduciary services department, you will be responsible for handling all phases of estate and trust administration.Key Responsibilities:Manage estate and trust administration, including probate, with a strong understanding of New Jersey, New...


  • Hackensack, New Jersey, United States Pashman Stein P C Full time

    Job SummaryWe are seeking a highly skilled Trusts and Estates Paralegal to join our team at Pashman Stein P C. The ideal candidate will have prior experience in Trusts and Estates related drafting and a strong attention to detail.Key ResponsibilitiesPartner with attorneys and other paralegals to maintain client files, contact with clients, courts, financial...


  • Hackensack, United States The Rockridge Group Full time

    Job DescriptionJob DescriptionTITLE: Trusts & Estates Practice Development ManagerLOCATION: New Jersey, New York or Florida OfficesJOB SUMMARY:NJ based law firm with multiple regional offices seeks a Trust and Estate Practice Development Manager with Five (5+) years of experience to join our New Jersey, New York or Florida offices....

  • Tax Associate

    1 month ago


    Hackensack, United States International Staff Consulting Full time

    We have been retained by a 90 Year old, Multi-office, multi-state Law firm with 180 Attorneys to find a qualified Tax Associate. LL.M preferred in Taxation or Estate Planning. Bar admission in NJ or NY. Strong academic credentials, excellent oral and written communication skills required. Excellent compensation package and comprehensive benefits program....

  • Tax Associate

    1 month ago


    Hackensack, United States Surf Search Full time

    New Jersey Law firm Seeking a Tax Associate with 3+ years’ experience.  LL.M preferred in Taxation or Estate Planning.   Strong academic credentials, excellent oral and written communication skills required.*** Bar Admission required*** Motivated individual devoted to meeting the highest standards of excellence and serving clients, and who wants to be...


  • Hackensack, United States Willis Law Group LLC Full time

    Job DescriptionJob DescriptionJoin Willis Law Group LLC, a highly regarded Estate, Probate, Medicaid, and Elder Law firm, in Hackensack NJ, as one of our Probate and Elder Law Paralegals.Apply today for a competitive starting salary with salary growth opportunity, a 401k retirement plan with employer matching contributions, generous paid time off (PTO), a...

  • Senior Tax Consultant

    4 weeks ago


    Hackensack, New Jersey, United States CPA firm Full time

    Join a Leading CPA FirmWe are a prominent regional CPA firm looking to enhance our team with a Senior Tax Consultant. This role offers flexibility in work location, including options for hybrid and remote arrangements.Key Responsibilities: - Take charge of multiple client engagements, ensuring comprehensive management and oversight. - Deliver expert Tax...


  • Hackensack, New Jersey, United States CMP Full time

    About the Role:We are seeking an experienced Estate Planning Paralegal to join our team at CMP. As a key member of our legal team, you will be responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.Key Responsibilities:Prepare and draft estate planning...

  • Tax Attorney

    10 hours ago


    Hackensack, New Jersey, United States PrideStaff Full time

    Job Opportunity: Tax AttorneyPrideStaff is seeking a highly skilled Tax Attorney to join our team in Hackensack, NJ. As a Tax Attorney, you will be responsible for providing expert legal advice and representation to clients in tax-related matters.Requirements:Minimum 3 years of experience in tax lawAdmission to the New Jersey Bar is requiredLLM in Taxation...


  • Hackensack, United States Fawkes IDM Full time

    A national law firm in Hackensack, NJ is seeking a full-time Legal Practice Assistant to join their team. This person will be responsible for supporting associates and paralegals within the areas of Bankruptcy, Corporate, Environmental, Litigation, Real Estate and Tax, Trusts & Estates. Responsibilities: Assist attorneys with pretrial and trial...


  • Hackensack, United States The Rockridge Group Full time

    Job DescriptionJob Description TITLE: Legal Practice Assistant (LPA)LOCATION: Hackensack, New Jersey JOB DESCRIPTION:Seeking an Executive Level Legal Practice Assistant (LPA) for our client’s New Jersey OfficeREQUIREMENTS:3+ years legal experience to support members of the Firm, associates in the areas of Bankruptcy, Corporate, Environmental,...


  • Hackensack, New Jersey, United States 77 Consultants Full time

    Position OverviewWe are seeking a highly skilled Senior Associate Accountant to join our team at 77 Consultants. This role is essential for managing complex tax compliance and ensuring adherence to regulations across various jurisdictions.Key ResponsibilitiesPrepare and review intricate multistate tax returns, consolidated filings, and foreign reporting for...