Job Description

Corporate Estates & Trusts Tax Paralegal

Are you an experienced tax professional who thrives in fast-paced legal environments and wants to focus on complex estate and trust work? StaffBuffalo is partnering with one of Buffalo’s most respected law firms to hire a Corporate Estates & Trusts Tax Paralegal!

This is a key hire for the company, and we’re looking for someone who can hit the ground running. You’ll support top-tier estate planning attorneys by preparing fiduciary income tax returns, estate and gift tax filings, and guiding clients through sensitive, high-value matters with precision and care. The team is highly professional and business-oriented.

The ideal candidate will bring at least 3+ years of experience in estate and trust tax preparation, strong knowledge of federal and state tax laws, and excellent communication skills. This firm values collaboration over hierarchy, with attorneys and paralegals working side-by-side to ensure deadlines are met and clients are supported with integrity and clarity.

If you're looking to move out of the traditional accounting grind and step into a meaningful role at a prestigious firm where your expertise will be valued—apply today!

This is an in-person role based in Buffalo, New York.

Responsibilities:

• Assist attorneys with estate planning, trust administration, and tax matters, ensuring accuracy and compliance with legal and regulatory requirements.
• Prepare, review, and file estate and gift tax returns and fiduciary income tax returns.
• Conduct legal research on estate, trust, and tax-related issues to support attorneys in case preparation.
• Draft estate planning documents, including wills, trusts, powers of attorney, and related tax documents.
• Manage the probate process, including preparing court filings, maintaining deadlines, and communicating with clients and courts.
• Assist in the valuation and transfer of assets, including real estate, securities, and business interests.
• Maintain and organize client files, ensuring all documentation is up-to-date and easily accessible.
• Communicate with clients, financial advisors, CPAs, and other professionals to facilitate estate and tax planning strategies.
• Monitor changes in tax laws and estate planning regulations to ensure compliance and best practices.
• Provide administrative support, including scheduling meetings, coordinating filings, and tracking case deadlines.

Required Qualifications:

• 3+ years of experience in Corporate Estate Planning, Trust Administration, and Tax Filings.
• Strong knowledge of federal and state tax laws affecting estates and trusts.
• Proficiency in estate tax software and legal research tools.
• Exceptional attention to detail, organization, and the ability to juggle multiple priorities.
• A proactive, solutions-oriented mindset with superior communication skills.

Education:

• Bachelor’s degree in Accounting, Business, or related field

Benefits:

• Medical, dental, and vision insurance
• Generous paid time off (PTO), volunteer leave time, and 10 paid holidays. 
• Life insurance, supplemental life insurance, long-term disability insurance, and a short-term disability salary continuation plan. 
• Fully funded variable annuity defined pension plan and a 401(k) plan with employer matching.

The advertised pay range represents what we believe at the time of this job posting, that our client would be willing to pay for this position. Only in special circumstances, where a candidate has education, training, or experience that far exceeds the requirements for the position, would we consider paying higher than the stated range.

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