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Legal Staff Paralegal in Pittsford, NY

Harris Beach PLLC Aug 04,2017 Jul 18,2017 Location Pittsford NY
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Law Firm

Legal Staff

Trusts and Estates

Min 3 yrs required

Profile

Paralegal – Trusts and Estates The candidate will be part of a team of attorneys and professionals who work on estate administration matters for both taxable and non-taxable estates. This position requires a high level of motivation, flexibility, initiative and ability to follow through on numerous ongoing projects. Have direct client contact and must exhibit a positive attitude and a willingness to help. Responsibilities: Draft, edit and review probate papers; Prepare estate tax returns and inventories; Assist clients with retitling assets; Assemble and organize financial records for estate tax audits; Prepare fiduciary income tax returns; Prepare accounts and settlement papers for both informal and formal settlement of estates and trusts; Calculate distributions to beneficiaries. Paralegal Certificate and/or Bachelor’s degree or equivalent combination of education and experience preferred. 3+ years of paralegal experience in trusts and estates law required. Experience preparing fiduciary income tax returns preferred. Proficiency with Microsoft Office and expertise with computer assisted legal resources required. Experience with Amicus or OneSource a plus. Excellent verbal and written communication required. Must be able to effectively multi-task, autonomously manage time sensitive documents and utilize exceptional organizational skills. Military experience a plus.

Additional info

Please submit a resume and cover letter.

Company info