To Apply for this Job Click Here
Beacon Hill Legal is seeking a Tax Law Paralegal to support a sophisticated trusts and estates practice. This position combines advanced estate, gift, and fiduciary tax compliance with trust and estate administration in a collaborative, high-performing environment.
Key Responsibilities
- Prepare federal estate, gift, and fiduciary income tax returns (Forms 706, 709, and 1041), including related state filings, elections, exemption tracking, valuations, deductions, and supporting schedules.
- Review prior returns and financial records to support estate planning strategies, tax compliance, and generation-skipping transfer tax analysis.
- Gather and analyze financial information while coordinating with clients, financial institutions, appraisers, advisors, and other third parties.
- Support trust and estate administration, including probate pleadings, inventories, accountings, trust funding, asset transfers, and maintenance of organized tax workpapers.
Qualifications
- Associate’s or bachelor’s degree required; paralegal certificate preferred.
- At least five years of estate, gift, and fiduciary income tax preparation experience, including substantial hands-on work with Forms 706, 709, and 1041.
- Experience in a law firm, accounting firm, or professional services environment preferred; proficiency with Microsoft Office and Adobe required.
- Excellent communication, organization, attention to detail, judgment, and problem-solving skills, with the ability to manage multiple priorities, maintain confidentiality, meet deadlines, and work overtime or travel as needed.
Benefits
- Medical, dental, and vision insurance
- Life, accidental death and dismemberment, short-term disability, and long-term disability coverage
- 401(k) and profit-sharing plans
- Paid holidays, vacation, and parental leave
- Parking or transportation stipend
- Pre-tax premium and medical reimbursement options
- Employee assistance and wellness programs
- Tuition reimbursement and college savings plan deductions
- Long-term care benefits
L1469215-CCE_1785940978