Job: Trusts & Estates Paralegal $125K

Title Trusts & Estates Paralegal $125K
Categories Paralegals
Job ID 1853
Location New York, NY
Job Information

A trusts and estates administration paralegal should be a self-starter, problem-solver and detail-oriented, able to work independently and be responsible for and meet all deadlines, and be willing to work in a team environment. Because much of the work is in the areas of accounting and taxes, this individual must have good mathematical skills, possess good computer skills, and be conscientious and careful. Generally, the position covers all areas of trust and estate administration as well as fiduciary accountings. A significant component of the New York practice involves international matters.

RESPONSIBILITIES

  • Gathering, identifying and valuation of assets;
  • Preparing various probate and accounting documents;
  • Drafting correspondence and paying bills;
  • Preparation of death tax returns, including the federal estate tax return and state succession and estate tax returns;
  • Preparation of accountings for both estate and trusts (using our computer programs);
  • Preparation of federal and state individual and fiduciary income tax returns;
  • Preparation of federal and state gift tax returns, and possibly returns of private foundations, partnerships and miscellaneous other returns;
  • Ability to review and interpret wills and trust agreements and implement the plan during the estate and trust administration process;
  • Although attorneys generally research issues of law, the paralegal must be able to use reference materials such as the Internal Revenue Code and Regulations, CCH Capital Changes Reporter, Moody’s Dividend Record, etc;
  • Interact with, and show compassion to, clients who may have suffered the loss of a loved one or are under a great deal of stress, bank and brokerage house representatives, and individuals in the office;
  • Communicate with clients, attorneys and bankers outside the U.S. whose first language may not be English.

REQUIREMENTS

  • Bachelor’s Degree
  • 5-7 years prior experience
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