Haley Stuart Group
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Legal Bookkeeper – Trusts & Estates (On-Site)
Overview
The firm is seeking a seasoned Legal Bookkeeper – Trusts & Estates (On-Site) with solid Trusts & Estates accounting experience to support its Tax, Trusts & Estates attorneys. The individual will handle fiduciary financial management, estate and trust account reconciliations, and administrative support for estate and trust administration.
Ideal candidates have 2+ years of experience handling fiduciary bookkeeping in a law firm or accounting firm, strong knowledge of estate processes and tax filings, and excellent attention to detail. This is a fully on-site role at a highly respected regional firm offering a collegial and stable environment.
Why You’ll Love It Here as our Legal Bookeeper:
Key Responsibilities for Legal Bookkeeper – Trusts & Estates:
Financial Management
Estate Administration
Trust Administration
General Legal Support
Qualifications
Trusts & Estates Paralegal
One Riverfront Plaza Newark, NJ 07102 US
Posted: 11/12/2025
2025-11-12
2026-01-16
Employment Type:
Direct Hire
Job Category: Administrative / Support
Job Number: 9468
Job Description
Legal Bookkeeper – Trusts & Estates (On-Site)
Overview
The firm is seeking a seasoned Legal Bookkeeper – Trusts & Estates (On-Site) with solid Trusts & Estates accounting experience to support its Tax, Trusts & Estates attorneys. The individual will handle fiduciary financial management, estate and trust account reconciliations, and administrative support for estate and trust administration.
Ideal candidates have 2+ years of experience handling fiduciary bookkeeping in a law firm or accounting firm, strong knowledge of estate processes and tax filings, and excellent attention to detail. This is a fully on-site role at a highly respected regional firm offering a collegial and stable environment.
Why You’ll Love It Here as our Legal Bookeeper:
- A collaborative, supportive, and community-oriented culture, with strong values around diversity and inclusion.
- Modern technology and ongoing training, including an in-house “university” and dedicated trainer.
- Opportunities for professional growth—the firm is expanding and investing in new office space.
- Teamwork and knowledge-sharing across departments are encouraged and celebrated.
- Regular firm events such as holiday celebrations and community service drives.
- Candidates from smaller firms may need to adapt to newer systems, but hands-on training is available for those with a solid foundation.
- The firm values stability and continuity in your career history, especially for more junior professionals.
Key Responsibilities for Legal Bookkeeper – Trusts & Estates:
Financial Management
- Manage and reconcile estate and trust checkbooks
- Prepare disbursements, beneficiary payments, and expense checks
- Coordinate bill payments and maintain complete transaction records
- Assist attorneys with fiduciary account setup and reporting
- Support internal accounting process improvements
Estate Administration
- Gather and organize probate/non-probate asset data (real estate, investments, business interests, etc.)
- Obtain date-of-death valuations and prepare asset inventories
- Assist with estate accounting preparation and estate/inheritance tax filings (Form 706, NJ IT-R, etc.)
- Estimate administration expenses and develop estate tax projections
Trust Administration
- Track trust income, expenses, and distributions
- Prepare and file trust accountings
- Maintain accurate ledgers and documentation
General Legal Support
- Draft correspondence and template-based legal forms
- Assist with Surrogate’s Court filings, service of process, and affidavits
- Communicate directly with clients, beneficiaries, accountants, and financial institutions
Qualifications
- Minimum 2 years of Trusts & Estates or fiduciary bookkeeping experience (law or accounting firm)
- Associate’s or Bachelor’s degree (or Paralegal Certificate) required
- High degree of accuracy, organization, and discretion
- Strong communication and follow-through with attorneys and clients
- Proficiency in Microsoft Office (Word, Excel, Outlook); iManage experience a plus
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