Trusts & Estates Paralegal – AmLaw Firm – Hybrid

To Apply for this Job Click Here

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

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:

• Experience with programs such as UltraTax to prepare fiduciary income tax and estate tax returns, as well as excel and accounting software – highly preferred.

• 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.

JL 04_1774457611

To Apply for this Job Click Here