Description We are seeking a Paralegal to join our team. This role will primarily focus on Trusts & Estates, requiring the individual to support our attorneys and senior paralegals in administering estates, funding revocable and irrevocable trusts, preparing necessary documents, and managing client cases. Responsibilities: • Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring accuracy and efficiency. • Oversee the financial records of trusts, conduct trust accounting, and audit accounts. • Handle General Ledger accounts, reconcile broker statements, prepare payables, and manage bank deposits. • Obtain and reconcile 1099 and K-1 statements, ensuring all financial records are up to date. • Administer revocable and irrevocable trust funding and administration, both pre and post death. • Oversee probate administration, including the drafting of probate pleadings. • Maintain close personal contact with clients and financial advisors, ensuring excellent customer service. • Develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance. • Independently manage and organize files, or delegate similar tasks to Records Clerk and supervise the same. • Adhere to firm policies, maintaining a detail-oriented demeanor and attitude at all times. • Deliver superior service to all internal and external customers, communicating effectively and in a detail-oriented manner. • Collaborate within a team, adapting to changing business demands, and producing quality final work products. Requirements • Minimum 5 years of experience in a Paralegal role • Proficient in Case Management Software • Experienced in handling Billing Functions • Skilled in Calendar Management • Excellent Communication skills • Knowledge of Gift Tax and Estate Tax • Ability to prepare Estate Tax Return • Experience in managing Revocable Trusts • Expertise in Tax - Trust & Estate • Familiarity with Form 1099 and K-1 • Experience in Probate and Estate Administration • Skilled in Legal Billing and Legal Research • Proficiency in using CCH ProSystem fx for Tax Compliance • Proficiency in using CCH ProSystem fx for Tax Planning • Previous experience working with ParaLegals Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .