Our client, a multinational law firm is hiring a Private Clients Paralegal.
Work Location: New York, NY (hybrid- 3 days in the office)
Summary:
The Private Clients paralegal will provide support to the U.S. private clients lawyers in all aspects of trust and estate administration.
Responsibilities:
- Prepare, edit and review probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequests
- Prepare, edit and review federal and state estate tax returns
- Prepare, edit and review informal estate and trust accountings, administration of ongoing trusts, including distribution requests and income tax payments
- Review Form 1041s prepared by outside accountants
- Prepare, edit and review receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorney
- Be proactive in upcoming filing deadlines and meeting necessary deadlines
- Liaise with attorneys, clients and various government agencies and services
Qualifications:
- 5+ years of experience in trusts and estates required
- Bachelor’s degree required
- Estate administration experience, including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns, probate documents and Surrogate’s Court related filings
- Knowledge of estate and trust income taxation
- Knowledge of fiduciary accounting preferred
- Experience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate’s Court program and Excel
- Ability to manage multiple tasks simultaneously while working in a fast-paced, deadline-driven environment
- Ability to effectively communicate and work directly with clients
- Ability to exercise discretion and maintain confidentiality of sensitive information
- Flexibility to work outside regular business hours, including early mornings, evenings and weekends as needed
Pay Rate Range: $100k- $130k/ year