Job Title: Paralegal - Trusts and Estates
Job Responsibilities:
The Paralegal within the Trusts & Estates Team at the law firm will be responsible for a comprehensive range of tasks related to estate administration. These responsibilities include:
- Working on estate administration matters for both taxable and non-taxable estates.
- Interacting with a wide variety of clients in person, on the phone, via email, and through video conferencing.
- Drafting, editing, and reviewing probate and administration-related documents.
- Assisting clients with the retitling of assets.
- Assembling and organizing financial records for estate tax returns and audits.
- Preparing, editing, and reviewing estate tax returns.
- Preparing fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts.
Education and Experience Information:
Candidates interested in the Paralegal position should have:
- A minimum of 3 years of estate administration experience, which is a required qualification.
- Experience in preparing estate and trust accountings, which is also mandatory.
- A high level of initiative and the ability to follow through on numerous ongoing projects in a busy environment.
- Exceptional oral and written communication, as well as organizational skills.
- Strong proofreading and analytical skills to ensure the top quality of legal documents.
- Proficiency with MS Office, including Word, Outlook, and Excel, and the ability to efficiently use technology resources.
Salary Information:
The salary for the Paralegal position varies depending on the location and relevant experience for the position. The anticipated weekly schedule also differs by location:
- Albany: - for a workweek.
- Buffalo, Ithaca, Rochester, and Syracuse: - for a workweek.
- New York City: - for a 35-hour workweek.
- Uniondale and White Plains: - for a 35-hour workweek.
Additional Information:
The law firm is committed to fostering an inclusive environment and welcomes applications from diverse candidates with varied backgrounds and skills, including military experience. It is an Equal Opportunity Employer. The firm’s policy prohibiting unlawful discrimination applies to all aspects of employment, including hiring, placement, assignment of duties, training, promotion, compensation and benefits, and termination.
Successful candidates will exhibit well-developed interpersonal skills, including patience and empathy, particularly with clients. They will be expected to complete a minimum of 1400 billable hours annually. Candidates should believe in the firm’s core values, which include integrity, respect, accountability, ingenuity, teamwork, and inclusion and engagement. Additionally, candidates should be comfortable working a hybrid schedule with one day remote.
The firm prohibits harassment or discrimination based on an individual’s race or color, sex, age, religion, national origin, marital status, disability, military status, genetic predisposition, carrier status, sexual orientation, citizenship status, creed, domestic violence victim status, or any other legally protected status. The law firm complies with the provisions of the Human Rights Law and all other State and Federal statutory and constitutional non-discrimination provisions, including non-discrimination on the basis of prior criminal conviction and prior arrest.
