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Open nowFirst seen 6 days ago

Remote - Senior Trusts & Estates Paralegal – Advanced Estate & Gift Tax Planning

Orion Placement1,365 open roles

Pay
$120,000 – $140,000 a year
Where
New York, United States, Remote
Work mode
Remote
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Your applicationOpen nowRemote - Senior Trusts & Estates Paralegal – Advanced Estate & Gift Tax PlanningOrion Placement · New York, United States, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Orion Placement's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Orion Placement postings stay open a median of 2 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: first seen 6 days ago

Orion Placement median: 2 days open

The posting

Pay: $120,000.00 - $140,000.00 per year

Why This Is a Great Opportunity

  • Work directly with senior attorneys on sophisticated estate, gift, GST, and wealth-transfer planning for high-net-worth families.
  • Handle complex matters involving irrevocable trusts, advanced gifting strategies, closely held businesses, ownership transfers, and tax planning structures.
  • Join a collaborative boutique practice offering sophisticated work without the hierarchy and rigidity of a large law firm.
  • Enjoy a fully remote position while residing anywhere in New York or New Jersey.
  • Use modern technology and AI tools to reduce repetitive work and focus on higher-value planning, organization, and implementation.

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.

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.

About Us

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.

Job Description

  • Support senior attorneys on complex estate, gift, and GST tax planning matters.
  • Review and revise sophisticated estate planning and trust documents.
  • Coordinate transactions involving trusts, LLCs, partnerships, gifts, sales, assignments, and ownership transfers.
  • Prepare and maintain asset schedules, ownership charts, planning summaries, transaction checklists, and implementation trackers.
  • Track trust funding, valuations, signatures, ownership transfers, and other implementation steps.
  • Coordinate with clients, accountants, financial advisors, valuation professionals, and other outside advisors.
  • Review documents and financial information for consistency with the intended planning structure.
  • Identify missing information, inconsistencies, and incomplete planning steps for attorney review.
  • Assist with precedent documents, checklists, planning systems, and internal processes.
  • Use modern legal technology and AI-assisted tools to improve efficiency, organization, and quality.

Qualifications

  • 5+ years of Trusts & Estates or Estate Planning paralegal experience.
  • Advanced estate and gift tax planning experience.
  • Experience with irrevocable trusts and sophisticated wealth-transfer planning.
  • Familiarity with federal estate, gift, and GST tax concepts.
  • Strong document review and revision skills.
  • Experience with closely held businesses, LLCs, partnerships, ownership transfers, or similar planning structures.
  • Strong organizational skills and exceptional attention to detail.
  • Experience with SLATs, grantor and non-grantor trusts, gift tax returns, valuations, or high-net-worth families is strongly preferred.

Why You Will Love Working Here

  • Work on sophisticated private-client matters in a smaller, more collaborative environment.
  • Gain direct access to experienced senior attorneys and meaningful involvement in complex planning.
  • Take ownership of important implementation and transaction details.
  • Enjoy remote flexibility throughout New York and New Jersey.
  • Join a team that values initiative, judgment, substantive knowledge, and thoughtful use of technology.

JPC-2065

Benefits:

  • Dental insurance
  • Paid time off
  • Retirement plan
  • Vision insurance
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