Private Client Paralegal – Hybrid – AmLaw Firm
Private Client Paralegal – Hybrid – AmLaw Firm
New York, New York
|Direct (Permanent) Full Time
|$ 95,000 - $ 118,000 per year
New York, New York
Direct (Permanent) Full Time
$ 95,000 - $ 118,000 per year
January 21, 2026
|Job ID: jtl047_1769018794
January 21, 2026
Job ID: jtl047_1769018794
Job Summary
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The New York City Office of an AmLaw Firm is looking for a Private Client Paralegal to be an integral part of a group which has a highly regarded Private Client Practice. This is a great opportunity for a Paralegal who has experience working on matters related to complex estates and trusts and who has handled matters related large estates. You will build rewarding client connections, work on a range of matters and projects and work with clients as a trusted advisor - performing personal and meaningful work.
JOB DESCRIPTION:
Preparation of estate tax returns and fiduciary income tax returns; maintaining accountings for estates and revocable trusts and preparing final accountings with receipts and releases; communicating with clients directly as well as with their banking representatives, investment advisors and accountants
Prepare documents for probate and other Surrogate's Court filings
Prepare estate and gift tax projections and calculate available generation-skipping transfer tax exemption and estate planning trusts that transfer wealth tax-effeciently
Prepare spreadsheets reflecting alternative estate planning options
Compile voluminous exhibits for tax filings and legal proceedings
Prepare clients' billing statements on a monthly basis
Prepare incapacity documents
Maintain Trust & Estates department client documents database and locked filing cabinets containing original documents, including Wills of clients
Meet with clients and assist with execution of documents
QUALIFICATIONS/REQUIREMENTS:
- Bachelor's Degree
- At least 3 years of experience as a Paralegal supporting attorneys whose practice focuses on Private Client, Private Wealth and/or T&E
- Strong interpersonal skills, including the ability to work effectively with all levels of staff
- Proficiency with MS Office
- Experience managing and mentoring staff
- Strong work ethic and flexibility to meet the demands of the position
- Willingness to work a hybrid schedule and overtime when needed
If you are qualified, interested and looking to learn more, please send an MS Word version or PDF version of your resume to Jess Levinson at [email protected]
jtl047_1769018794
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