Trust and Estates Paralegal

Min 2 yrs required

Full-time

No

H1: Trust and Estates Paralegal at Law Firm in Rochester, NY
H2: Join a Top-Ranked Law Firm with a Commitment to Diversity and Community Involvement

Bond, Schoeneck & King, PLLC is seeking a Trust and Estates Paralegal to join our team in Rochester, NY. With over 30 practice groups and 300 attorneys, Bond is a top-ranked law firm known for exceptional work product and a collegial work environment. We are committed to promoting diversity and community involvement in all aspects of our firm and our communities.

Position Overview:

The Trust and Estates Paralegal will support our Trust and Estate Department in all phases of estate and trust administration. This includes preparing pleadings, monitoring and maintaining the administration of assigned estates and trusts, preparing tax returns, and conducting investigations and correspondence for attorneys.

Responsibilities:

- Assist with all phases of estate and trust administration
- Prepare pleadings for court filings
- Monitor and maintain the administration of assigned estates and trusts
- Prepare federal and state estate tax returns
- Gather information for fiduciary income tax returns
- Prepare estate/trust judicial accountings
- eFile documents in various counties
- Obtain work assignments from attorneys
- Conduct investigations and prepare correspondence for attorneys
- Maintain annual billable hours as set by the Firm
- Perform other duties and projects as needed to support the Firm

Requirements:

- Minimum of 2 years of trust and estate related experience with a law firm or in-house legal department
- Minimum of 2 years of college, Paralegal Certificate, or equivalent work experience; Bachelor's degree in Accounting/Tax preferred
- Independent, proactive, organized, and diligent worker
- Able to respond quickly and positively to shifting demands and opportunities
- Excellent communication and problem-solving skills
- Experience with bookkeeping, tax, and estate administration software a plus

Salary and Benefits:

This position offers a salary range of $65,000 to $75,000, negotiable based on experience. Bond also offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off.

Equal Employment Opportunity:

Bond, Schoeneck & King provides equal employment opportunities to all employees and applicants regardless of race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, disability, genetic characteristics, or any other status protected by local, state, or federal law. We thank all applicants for their interest and will contact those candidates who are under consideration.

Commitment to Diversity and Inclusion:

At Bond, Schoeneck & King, we condemn all forms of bigotry and discrimination, including anti-Semitism, Islamophobia, racism, homophobia, and sexism. We are committed to promoting diversity and inclusion in our firm and our communities. We believe that civility and respect are essential to the legal profession and our law firm.

Join the Bond, Schoeneck & King team and be a part of a top-ranked law firm with a commitment to excellence, diversity, and community involvement. Apply now!

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Trust and Estate Administration, Pleadings, Estate and Trust Accounts, Tax Returns, Asset Transfer, Judicial Accountings, eFiling, Work Assignments, Investigations, Correspondence, Court Administration, Regulatory Bodies, Billable Hours, Legal Writing, Verbal Communication, Analytical Skills, Problem-Solving, Bookkeeping, Tax and Estate Administration Software

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

Click on the provided link to apply.

Qualification and Experience Minimum of 2 years of trust and estate related experience, Paralegal Certificate or Bachelor's degree in Accounting/Tax

Legal