{"id":127212,"date":"2026-06-04T22:27:45","date_gmt":"2026-06-04T22:27:45","guid":{"rendered":"https:\/\/bhsg.com\/jobs\/job\/1444814_1780612065-trust-estates-paralegal-new-york-new-york\/"},"modified":"2026-06-05T00:48:53","modified_gmt":"2026-06-05T00:48:53","slug":"1444814_1780612065-trust-estates-paralegal-new-york-new-york","status":"publish","type":"job_listing","link":"https:\/\/bhsg.com\/jobs\/job\/1444814_1780612065-trust-estates-paralegal-new-york-new-york\/","title":{"rendered":"Trust &#038; Estates Paralegal"},"content":{"rendered":"<h4><strong><a id=\"myCustomID\" href=\"https:\/\/jobs.beaconhillstaffing.com\/jobs\/job\/1444814_1780612065\">To Apply for this Job Click Here<\/a><\/strong><\/h4>\n<p>A national law firm seeks a Trust &amp; Estates Paralegal to join their team in the New York office. <\/p>\n<p><strong><span style=\"text-decoration: underline;\">Position Summary<\/span><\/strong><\/p>\n<div>Under general supervision and in alignment with established policies and procedures, provides legal and general support to the firm&#8217;s attorneys and clients. This role requires familiarity with the firm&#8217;s internal guidelines and a commitment to following them. Must maintain positive working relationships with attorneys (both in-house and external counsel), support staff, clients, and vendors. Observes confidentiality in all client and firm matters. This position is dynamic, and the duties and responsibilities may evolve based on the needs of the firm.<\/div>\n<div><span style=\"font-family: 'Sans Serif'; font-size: small;\"> <\/span><\/div>\n<div><span style=\"font-family: 'Sans Serif'; font-size: small;\"><strong>Essential Functions<\/strong><\/span><\/div>\n<div>\n<ul>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Administer trust accounts for the wealth preservation practice group.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Manage bookkeeping, distributions, and record-keeping for trust and estate accounts.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Prepare and review annual trust account statements.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Experience in preparing Estate and Gift Tax returns.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Oversee tax filings and court submissions including probate and other estate and trust related surrogate&#8217;s court filings<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Compile documentation for gifts to trusts.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Implement and manage trust and estate distribution policies.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Monitor investment strategies and analyze monthly trust statements.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Create and manage budgets to forecast trust income, expenses, and beneficiary distributions.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Draft trust agreements and related legal documents.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Process trust-related payments, including checks and letters of authorization for distributions and expenses.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Provide administrative support to ensure trustee compliance with fiduciary obligations and executor compliance.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Prepare reports for trust accountants and financial advisors.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Maintain regular communication with trustees, trust grantors, beneficiaries, and beneficiaries.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Familiarity with industry-standard tax software is a plus.<\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Ability to collaborate effectively with attorneys, staff, and clients.<\/span><\/li>\n<\/ul>\n<\/div>\n<div><strong><span style=\"text-decoration: underline;\"><span style=\"font-family: 'Sans Serif'; font-size: small;\">Requirements<\/span><\/span><\/strong><\/div>\n<div><span style=\"font-family: 'Sans Serif'; font-size: small;\"> <\/span><\/div>\n<div><span style=\"font-family: 'Sans Serif'; font-size: small;\"><strong>Education:<\/strong><\/span><\/div>\n<div>\n<ul>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Undergraduate degree and Paralegal Certificate required. Will consider someone with relevant work experience.<\/span><\/li>\n<\/ul>\n<\/div>\n<div><span style=\"font-family: 'Sans Serif'; font-size: small;\"><strong>Experience:<\/strong><\/span><\/div>\n<div>\n<ul>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Estate and Trust Administrator\/Paralegal with at least 7 years of experience in the areas of accounting, tax, trust or estates.<\/span><\/li>\n<\/ul>\n<\/div>\n<div><span style=\"font-family: 'Sans Serif'; font-size: small;\"><strong>Skills:<\/strong><\/span><\/div>\n<div>\n<ul>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Experience with programs such as UltraTax to prepare fiduciary income tax and estate tax returns, as well as excel and accounting software. <\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Excellent verbal and written communication skills, with the ability to collaborate effectively at all organizational levels. <\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Strong organizational and prioritization skills, with the ability to manage multiple tasks and meet deadlines. <\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Flexible and adaptable, able to thrive in an environment with constantly changing priorities. <\/span><\/li>\n<li><span style=\"font-family: 'Sans Serif'; font-size: small;\">Demonstrates sound judgment, initiative, and the ability to work independently with minimal supervision.<\/span><\/li>\n<\/ul>\n<\/div>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/bnlscC40NDk3Ny4xMjU4NEBiZWFjb25oaWxsLmFwbGl0cmFrLmNvbQ.gif\"><\/p>\n<p><span style=\"color: #ffffff;\">1444814_1780612065<\/span><\/p>\n<h4><strong><a id=\"otherId\" href=\"https:\/\/jobs.beaconhillstaffing.com\/jobs\/job\/1444814_1780612065\">To Apply for this Job Click Here<\/a><\/strong><\/h4>\n","protected":false},"author":0,"featured_media":3770,"template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","inline_featured_image":false,"_promoted":"","_job_location":"New York, New York","_application":"nylp.44977.12584@beaconhill.aplitrak.com","_company_name":"Beacon Hill Staffing Group","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job-categories":[175,309],"job-types":[18,2],"class_list":["post-127212","job_listing","type-job_listing","status-publish","has-post-thumbnail","hentry","job-type-direct-permanent","job-type-full-time"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Trust &amp; 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