Paralegal - Wills, Trusts and Estates

Min 3 yrs required

Full-time

No

H1: Join the Harris Beach Team as a Paralegal in Wills, Trusts and Estates
H2: Exciting Opportunity with a Top-Ranked Law Firm in New York State

- Founded in 1856, Harris Beach is among the top law firms in the country, serving clients nationally and internationally.
- Multiple office locations throughout New York state, as well as in Connecticut and New Jersey.
- Harris Beach represents a diverse range of clients, including Fortune 100 corporations, public sector entities, and individuals.
- The firm values inclusion and welcomes applications from diverse candidates with varied backgrounds and skills.
- This Paralegal position offers a hybrid remote opportunity, with a minimum of 1400 billable hours annually.
- Competitive salaries based on relevant experience and geographic location, with a minimum of hours per week.
- The firm has a strict policy against unlawful discrimination and harassment.
- Join a team of motivated professionals and contribute to the success of a law firm that has been in business for over 165 years.

Position: Paralegal - Wills, Trusts and Estates
Location: Albany, Buffalo, Ithaca, Rochester or Syracuse, NY (Hybrid remote opportunity)

Job Summary:

Join the Harris Beach team as a Paralegal in the Wills, Trusts and Estates department. This position offers a hybrid remote opportunity and requires a minimum of 1400 billable hours annually. The firm values inclusion and welcomes applications from diverse candidates. Competitive salaries based on relevant experience and geographic location.

Key Responsibilities:

- Assist multiple attorneys with estate administration matters for taxable and non-taxable estates.
- Interact with clients in person, on the phone, via email, and video conferencing.
- Draft, edit, and review probate and administration related documents.
- Assemble and organize financial records for estate tax returns and audits.
- Prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts.
- Complete a minimum of 1400 billable hours annually.
- Work with diverse personalities within various levels of the firm.
- Comfortable working a hybrid schedule (1 day remote).

Requirements:

- 3+ years of estate administration experience.
- Experience preparing estate and trust accountings.
- 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.
- Ability to efficiently use technology resources.
- Well-developed interpersonal skills, particularly with clients.
- Belief in the firm’s core values: integrity, support, ingenuity, teamwork, and inclusion.

Salary information (based on relevant experience and geographic location):

- Albany: - ( hours per week)
- Buffalo, Ithaca, Rochester, and Syracuse: - ( hours per week)

Harris Beach is an Equal Opportunity Employer and has a strict policy against unlawful discrimination and harassment. Join a team of motivated professionals and contribute to the success of a top-ranked law firm that has been in business for over 165 years. Apply now!

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Paralegal, estate administration, estate and trust accountings, proofreading, MS Office, estate tax returns, fiduciary income tax returns, estate tax returns, informal and formal settlement, interpersonal skills, diversity and inclusion, legal documents

Not specified

Interested candidates can apply through the company's website or by email to the contact person listed below.

Qualification and Experience 3+ years of estate administration experience, proficiency in MS Office, strong interpersonal skills

Legal