Trust & Estates Paralegal
About the Role
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A national law firm seeks a Trust & Estates Paralegal to join their team in the New York office.
Position Summary
- Administer trust accounts for the wealth preservation practice group.
- Manage bookkeeping, distributions, and record-keeping for trust and estate accounts.
- Prepare and review annual trust account statements.
- Experience in preparing Estate and Gift Tax returns.
- Oversee tax filings and court submissions including probate and other estate and trust related surrogate’s court filings
- Compile documentation for gifts to trusts.
- Implement and manage trust and estate distribution policies.
- Monitor investment strategies and analyze monthly trust statements.
- Create and manage budgets to forecast trust income, expenses, and beneficiary distributions.
- Draft trust agreements and related legal documents.
- Process trust-related payments, including checks and letters of authorization for distributions and expenses.
- Provide administrative support to ensure trustee compliance with fiduciary obligations and executor compliance.
- Prepare reports for trust accountants and financial advisors.
- Maintain regular communication with trustees, trust grantors, beneficiaries, and beneficiaries.
- Familiarity with industry-standard tax software is a plus.
- Ability to collaborate effectively with attorneys, staff, and clients.
- Undergraduate degree and Paralegal Certificate required. Will consider someone with relevant work experience.
- Estate and Trust Administrator/Paralegal with at least 7 years of experience in the areas of accounting, tax, trust or estates.
- Experience with programs such as UltraTax to prepare fiduciary income tax and estate tax returns, as well as excel and accounting software.
- Excellent verbal and written communication skills, with the ability to collaborate effectively at all organizational levels.
- Strong organizational and prioritization skills, with the ability to manage multiple tasks and meet deadlines.
- Flexible and adaptable, able to thrive in an environment with constantly changing priorities.
- Demonstrates sound judgment, initiative, and the ability to work independently with minimal supervision.
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
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