Remote - Senior Trusts & Estates Paralegal - Advanced Estate & Gift Tax Planning
3 days ago
Yonkers
Pay: $120,000.00 - $140,000.00 per year \n \n Why This Is a Great Opportunity \n\n • Work directly with senior attorneys on sophisticated estate, gift, GST, and wealth-transfer planning for high-net-worth families.\n, • Handle complex matters involving irrevocable trusts, advanced gifting strategies, closely held businesses, ownership transfers, and tax planning structures.\n, • Join a collaborative boutique practice offering sophisticated work without the hierarchy and rigidity of a large law firm.\n, • Enjoy a fully remote position while residing anywhere in New York or New Jersey.\n, • Use modern technology and AI tools to reduce repetitive work and focus on higher-value planning, organization, and implementation.\n\n \n 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. \n \n 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. \n \n About Us \n 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. \n \n Job Description \n\n • Support senior attorneys on complex estate, gift, and GST tax planning matters.\n, • Review and revise sophisticated estate planning and trust documents.\n, • Coordinate transactions involving trusts, LLCs, partnerships, gifts, sales, assignments, and ownership transfers.\n, • Prepare and maintain asset schedules, ownership charts, planning summaries, transaction checklists, and implementation trackers.\n, • Track trust funding, valuations, signatures, ownership transfers, and other implementation steps.\n, • Coordinate with clients, accountants, financial advisors, valuation professionals, and other outside advisors.\n, • Review documents and financial information for consistency with the intended planning structure.\n, • Identify missing information, inconsistencies, and incomplete planning steps for attorney review.\n, • Assist with precedent documents, checklists, planning systems, and internal processes.\n, • Use modern legal technology and AI-assisted tools to improve efficiency, organization, and quality.\n\n \n Qualifications \n\n • 5+ years of Trusts & Estates or Estate Planning paralegal experience.\n, • Advanced estate and gift tax planning experience.\n, • Experience with irrevocable trusts and sophisticated wealth-transfer planning.\n, • Familiarity with federal estate, gift, and GST tax concepts.\n, • Strong document review and revision skills.\n, • Experience with closely held businesses, LLCs, partnerships, ownership transfers, or similar planning structures.\n, • Strong organizational skills and exceptional attention to detail.\n, • Experience with SLATs, grantor and non-grantor trusts, gift tax returns, valuations, or high-net-worth families is strongly preferred.\n\n \n Why You Will Love Working Here \n\n • Work on sophisticated private-client matters in a smaller, more collaborative environment.\n, • Gain direct access to experienced senior attorneys and meaningful involvement in complex planning.\n, • Take ownership of important implementation and transaction details.\n, • Enjoy remote flexibility throughout New York and New Jersey.\n, • Join a team that values initiative, judgment, substantive knowledge, and thoughtful use of technology.\n\n \n JPC-2065 \n \n Benefits: \n\n • Dental insurance\n, • Paid time off\n, • Retirement plan\n, • Vision insurance\n