# Tax and Wealth Planning Paralegal ## Job Category: Paralegal ## Requisition Number: TAXAN002716 Fox Rothschild LLP is looking for an experienced Tax and Wealth Planning Paralegal with a minimum of eight (8) years of experience for their Princeton, New Jersey, Morristown, New Jersey or New York, New York locations. This is a full-time position with competitive salaries ranging from $85,000 to $115,000 depending on the location. ## Responsibilities: – Calendar management, including tax-related deadlines and client calls/meetings – Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns – Estate administration, including prepare and file probate documents, advise and respond to clients – Trust administration, including prepare withdrawal right notices and appointments of successor trustees – Prepare trust and estate accountings – Draft simple wills and correspondence – Apply for tax identification numbers – Prepare and file deeds and related documents, review deed records – Form entities with Secretary of State office – Prepare corporate minutes and maintain minute books – Calculate taxes, tax exemptions, and executor fees – Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney ## Skills and Abilities: – Excellent written and verbal communication skills – Strong problem-solving skills – Strong organizational skills – Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously – Ability to take initiative to improve processes while keeping team members informed – Ability to maintain highest level of confidentiality – Ability to provide outstanding customer service to internal and external clients/contacts – Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs – Working knowledge of tax preparation software, such as Zane or similar products, very important – Ability to work with numbers (e.g., basic math, spreadsheets, bank statements) ## Requirements: – BA or BS degree preferred – Associate’s degree or paralegal certificate with eight years of comparable work experience ## Work Environment & Physical Demands: This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The physical requirements involve sedentary work with occasional lifting of objects up to 10 pounds. Walking and standing is often necessary in carrying out job duties. The worker is also required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading. ## Compensation & Benefits: Fox Rothschild LLP offers competitive salaries for this position ranging from $85,000 to $115,000 depending on the location. For more information on Fox Rothschild’s compensation and benefits, visit their website. ## Disclaimer: Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position. Fox Rothschild LLP is an equal opportunity employer.
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