Join a legacy of excellence in estate planning, trust administration, probate, and tax services for high-net-worth clients. We're seeking a meticulous, professional paralegal to support attorneys in delivering exceptional results through precise estate and trust administration.

Responsibilities

Manage estate/trust cases from planning through final distribution
Prepare estate, inheritance, gift, and fiduciary income tax returns; Federal Form 1041, Federal Schedule K-1 (Form 1041), NJ-1041 (NJ Fiduciary Income Tax Return), etc. 
Handle estate/trust accountings: asset valuation, distributions, bill payments, reconciliations
Draft wills, revocable/irrevocable trusts, powers of attorney, living wills, health care directives
Support probate: petitions, inventories, accountings, deeds, court filings
Coordinate with courts, beneficiaries, financial institutions, appraisers
Conduct legal research, financial analysis, prepare correspondence and tax calculations
Track deadlines, maintain records, ensure state/federal compliance

Qualifications & Skills

7–10 years trust/estate experience (administration, probate, tax preparation preferred)
Proficiency in ProSeries, FAS/FATE, NumberCruncher, TValue, Tax Help Software (or comparable)
Expert in Microsoft Office Suite (Word, Excel, Outlook)
Paralegal certificate preferred (not required); Bachelor's degree preferred
Exceptional organizational skills and deadline management
Superior written/verbal communication for clients and courts
Detail-oriented with ability to work independently on complex matters

We'd love to hear from experienced tax professionals, apply today!

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.