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Tax and Wealth Planning Paralegal

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Fox Rothschild
πŸ“ Sarasota, United States
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Location Sarasota
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Posted June 07, 2026
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Commute Local Area
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Job Description

Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience.


We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.


Primary Responsibilities

  • Calendar management, including tax-related deadlines and client calls/meetings.

  • Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.Β 

  • Estate administration, including prepare and file probate documents, advise and respond to clients.

  • Trust administration, including prepare withdrawal right no...
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    πŸ“ Location Details

    πŸŒ†
    City
    Sarasota
    πŸ—ΊοΈ
    Country
    United States
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    Commute
    Local Area

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