Trust and Estates Paralegal

Min 2 yrs required

Full-time

No

Trust and Estates Paralegal - Buffalo, New York $65,000 - $75,000 per year

Bond, Schoeneck & King, PLLC, a well-respected law firm with over 300 attorneys, is seeking a full-time Trust and Estates Paralegal in Buffalo, NY. This position offers a competitive salary range of $65,000 to $75,000, negotiable based on experience.

Responsibilities:

- Assisting with all phases of estate and trust administration
- Preparing pleadings for court filings and ongoing administration
- Monitoring and maintaining estate and trust accounts
- Preparing gift and income tax returns
- Marshalling and transferring assets
- Gathering information for tax returns
- eFiling documents in various counties
- Conducting investigations and correspondence for attorneys
- Maintaining annual billable hours
- Other duties as assigned to support the firm

Requirements:

- Minimum of 2 years of trust and estate related experience, preferably with a law firm or in-house legal department
- Paralegal certificate, Bachelor's degree in Accounting/Tax, or equivalent work experience
- Strong organizational and analytical skills
- Excellent written and verbal communication skills
- Ability to work independently with minimal direction
- Flexibility to adapt to shifting demands and opportunities
- Experience with tax and estate administration software a plus

At Bond, we pride ourselves on exceptional work and a supportive work environment. We are also committed to giving back to our communities through active participation in charitable, governmental, and professional organizations.

Bond is an equal opportunity employer and is committed to promoting diversity and inclusion in the legal profession. We do not discriminate on the basis of race, color, religion, national origin, age, gender identity or expression, sexual orientation, marital status, disability, or any other protected status.

To be considered for this position, candidates must pass a conflicts check and background check.

Join our team at Bond, Schoeneck & King and make a positive impact in the legal profession and our communities. Apply now!

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Estate and Trust Administration, Pleadings Preparation, Account Monitoring, Tax Return Preparation, Asset Transfer, Document Filing, Work Assignments, Correspondence Preparation, Court Administration, Regulatory Compliance, Billable Hours Management, Analytical Skills, Problem-Solving, Communication, Multi-tasking, Attention to Detail, Prioritization, Tax and Estate Administration Software.

Minimum of 2 years of college, Paralegal Certificate or equivalent work experience or Bachelor’s degree in Accounting/Tax.

Interested candidates should submit their resume and cover letter to the contact person listed below.

Qualification and Experience Minimum 2 years of experience in trust and estate law, paralegal certificate or Bachelor's degree in Accounting/Tax.

Legal