Overview
Paralegal – Wills, Trusts & Estates Jobs in New York, United States at Career Group
Title: Paralegal – Wills, Trusts & Estates
Company: Career Group
Location: New York, United States
Paralegal – Wills, Trusts + Estates
An innovative and distinguished full-service law firm spanning a variety of industries and practice areas is hiring for a paralegal to join their Wills, Trusts & Estates team! This paralegal will assist attorneys on administration matters for both taxable and non-taxable estates.
Preferred locations: Albany, Rochester, or Financial District NYC
Can be fully on-site or hybrid 4:1 after training period
Compensation (OT eligible):
Albany: $33.34 – $40/hour + discretionary bonus (37.5 hours/week)
Rochester: $32.26 – $38.71/hour + discretionary bonus (38.75 hours/week)
New York City: $43.96 – $52.20/hour + discretionary bonus (35 hours/week)
** Annual billable requirement of 1400 hours (prorated for 1st year)
Responsibilities:
Interact with a wide variety of clients in person, on the phone, via email and video conferencing
Draft, edit, and review probate and administration related documents
Assist clients with retitling assets
Assemble and organize financial records for estate tax returns and audits
Prepare, edit, and review estate tax returns
Prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts
Qualifications:
3+ years of estate administration experience
Experience preparing estate and trust accountings
Experience with NY state tax returns + fiduciary experience
A high level of initiative, and ability to follow through on numerous ongoing projects in a busy environment
Exceptional oral and written communication, and organizational skills
Strong proofreading and analytical skills to ensure top quality of legal documents
Proficiency with MS Office, including Word, Outlook and Excel, and able to efficiently use technology resources
Please submit your resume to apply!
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