Paralegal - Wills, Trusts and Estates

Min 5 yrs required

Full-time

No

Paralegal - Wills, Trusts and Estates: Job Summary and Salary Information

H1: Paralegal - Wills, Trusts and Estates at Law Firm - Salary Information and Job Description

H2: Join Our Growing Law Firm as a Paralegal - Wills, Trusts and Estates

At Harris Beach, we are a leading law firm with a history dating back to 1856. Our firm provides a full range of legal and professional services for clients across New York state, nationally, and internationally. We are currently seeking a motivated and experienced Paralegal to join our Wills, Trusts and Estates team at one of our New York City, Uniondale, or White Plains offices. This is a hybrid remote opportunity, offering a competitive salary based on experience and location.

Job Summary:

- Location: New York City, Uniondale or White Plains, NY offices (Hybrid remote opportunity)
- Full-time position (35 hours per week)
- Salary range:
- New York City: -
- Uniondale and White Plains: -
- Minimum 5 years of estate administration experience required
- Experience preparing estate and trust accountings required
- Responsible for working on estate administration matters for both taxable and non-taxable estates

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:

- 5+ years of estate administration experience (required)
- Experience preparing estate and trust accountings (required)
- 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

At Harris Beach, we value diversity and inclusion and welcome applications from candidates with varied backgrounds and skills, including military experience. We are committed to providing a positive, respectful, and productive work environment, free from any form of discrimination or harassment.

We are looking for a Paralegal who believes in our core values of integrity, support, ingenuity, teamwork, and inclusion. To be successful in this role, you should exhibit well-developed interpersonal skills, have the ability to work with diverse personalities within various levels of the firm, and complete a minimum of 1400 billable hours annually. This position also requires a comfort with working a hybrid schedule (1 day remote).

At Harris Beach, we recognize that everyone has a right to be included and we are committed to providing equal opportunities for all employees. Our policy prohibits unlawful discrimination in all aspects of employment, including hiring, placement, training, promotion, compensation, and termination. We comply with all State and Federal non-discrimination provisions, including those based on race, color, sex, age, religion, national origin, marital status, disability, military status, genetic predisposition, sexual orientation, citizenship status, creed, domestic violence victim status, and any other legally protected status.

Join our team and be a part of a successful and inclusive law firm that has been serving clients for over 165 years. Apply now and take the next step in your career as a Paralegal - Wills, Trusts and Estates at Harris Beach.

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Paralegal, estate administration, preparing estate and trust accountings, MS Office proficiency, client interaction, drafting and reviewing legal documents, organizing financial records, tax return preparation

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Interested candidates can apply through the company's website or by contacting the HR department.

Qualification and Experience 5+ years of estate administration experience, high level of initiative, exceptional communication and organizational skills, proofreading and analytical skills, proficiency with MS Office

Legal