Tax and Wealth Planning Paralegal
Job Description
Job Description
🌟 Tax & Wealth Paralegal | Atlanta, GA | Up to $120K + Bonus 🌟
📍 Hybrid Remote Flexibility | High-Net-Worth Clientele | Estate & Trust Focus
Are you a seasoned Trusts & Estates Paralegal with a passion for precision, client service, and complex fiduciary matters? A highly respected, Atlanta-based boutique firm is seeking a Tax & Wealth Paralegal to join their collaborative and long-tenured team. This is a rare opportunity to work on sophisticated matters for high-net-worth individuals and family offices in a supportive, professional environment.
🔍 What You’ll Do:
- Independently manage full-cycle estate and trust administration
- Prepare 706s, 709s, 1041s , and other fiduciary income and gift tax returns
- Handle federal and state estate tax filings , probate documents, and trust accountings
- Collaborate with attorneys on entity formation, tax planning, and compliance
- Utilize tools like EstateWorks, GEMS, Zane , and others to streamline workflow
- Mentor junior team members and contribute to process improvements
💼 What We’re Looking For:
- 8+ years of experience in estate & trust administration
- Strong knowledge of Georgia probate rules and fiduciary tax compliance
- Experience with IRS/state forms and estate/trust software
- Excellent communication skills and a client-first mindset
- Ability to work independently with minimal oversight
- Experience billing time (1400+ hours/year)
- Background in law firms, banks, or private wealth management welcome
💰 Compensation & Perks:
- Up to $120K (hourly structure) + annual paralegal bonus
- 30 days PTO + 11 paid holidays
- Cigna health benefits starting on date of hire
- Business casual to professional dress code
- Supportive, long-standing team culture with room to grow
🎓 Paralegal certificate and undergraduate degree preferred but not required.
📩 Ready to take the next step in your legal career? Apply to the Trusts & Estates Paralegal now or message us confidentially to learn more.
# TrustsAndEstates #ParalegalJobs #AtlantaLegalJobs #EstatePlanning #TaxParalegal #LegalCareers #RobertHalf #WealthManagement #LegalHiring #RemoteLegalJobs #FiduciaryAccounting #EstateTax #LegalTalent
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