Legal Staff Paralegal in Pittsford, NY

Law Firm

Pittsford, NY

Legal Staff Paralegal in Pittsford, NY

Legal Staff

Min 3 yrs required

No

Job Title: Paralegal - Trusts and Estates

Job Responsibilities:
The Paralegal in the Trusts & Estates team at the law firm will be responsible for handling estate administration matters for both taxable and non-taxable estates. The key responsibilities include:
- Interacting with a diverse range of clients in person, over the phone, via email, and through video conferencing.
- Drafting, editing, and reviewing probate and administration-related documents.
- Assisting clients with retitling 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 estate and trust settlements.

Education and Experience Information:
Candidates for this role must have:
- A minimum of 3 years of estate administration experience, which is a mandatory requirement.
- Experience in preparing estate and trust accountings, which is also required.
- A high level of initiative and the ability to manage numerous ongoing projects in a busy environment.
- Exceptional oral and written communication skills, along with strong 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 the relevant experience of the candidate. The anticipated weekly schedule also varies by location:
- Albany: - per hour for a workweek.
- Buffalo, Ithaca, Rochester, and Syracuse: - per hour for a workweek.
- New York City: - per hour for a 35-hour workweek.
- Uniondale and White Plains: - per hour for a 35-hour workweek.

Additional Information:
The law firm promotes an inclusive environment and welcomes applications from diverse candidates with varied backgrounds and skills, including those with military experience. As an Equal Opportunity Employer, the law firm prohibits unlawful discrimination in all aspects of employment, including hiring, placement, assignment of duties, training, promotion, compensation and benefits, and termination. The firm ensures a positive, respectful, and productive work environment, free from behavior, actions, or language constituting unlawful harassment. Harassment or discrimination based on race, 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 is strictly prohibited. The law firm complies with all State and Federal statutory and constitutional non-discrimination provisions, including non-discrimination based on prior criminal conviction and prior arrest.

The successful candidate will exhibit well-developed interpersonal skills, patience, and empathy, particularly with clients. They are expected to complete a minimum of 1400 billable hours annually and believe in the firm's core values of integrity, respect, accountability, ingenuity, teamwork, inclusion, and engagement. The candidate should enjoy working with diverse personalities within various levels of the firm and be comfortable working a hybrid schedule, which includes one day of remote work.