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Are you a Trusts & Estates Paralegal, in the NYC Metro Area, who would like to be part of a renowned team at an AmLaw Firm? The New York City Office of an AmLaw Firm is looking for a Trusts & Estates Paralegal who will provide legal and general support to the firm’s attorneys and clients.
Job Description & Responsibilities:
- 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
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Requirements/Qualifications
Education: Undergraduate degree and paralegal certificate required; will consider candidate with comparable relevant legal experience in lieu of a paralegal certificate.
Experience: Estate and Trust Administrator/Paralegal with at least 7 years of experience in the areas of accounting, tax, trust or estates.
Skills:
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Experience with programs such as UltraTax to prepare fiduciary income tax and estate tax returns, as well as excel and accounting software – highly preferred.
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Excellent verbal and written communication skills, with the ability to collaborate effectively at all organizational levels.
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Strong organizational and prioritization skills, with the ability to manage multiple tasks and meet deadlines.
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Flexible and adaptable, able to thrive in an environment with constantly changing priorities.
If you are a Trusts & Estates Paralegal who is qualified and interested to learn more, please send an MS Word version or PDF version of your resume to Jess Levinson at jlevinson@bhsg.com
JL 04_1774457611