Paralegal, Trust & Estates; AmLaw

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

This range is provided by Plona Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$60,000.00/yr - $85,000.00/yr

Ranking: Am Law
100

Location: New York, NY

Compensation: $60,000 - $85,000

Onsite Logistics: Hybrid 3 Days a week

As a Paralegal, your duties and responsibilities may include the following:

• Prepares tax returns of all types, including individual income, estate and trust income, gift, estate and GST tax returns
• Prepares estate and trust accountings; analyzes and organizes records and documents
• Conducts factual research involving assets, liabilities, titling of assets, claims, valuation, contacts and virtually all other matters relating to estates and trusts
• Performs tax and legal research using library and online resources
• Reviews and drafts estate planning and other legal documents
• Assists with business transactions
• Prepares corporate, partnership and LLC agreements, resolutions and other documents; liaises with Corporate Maintenance to maintain records and minute books
• Handles governmental, agency and court filings
• Meets and directly communicates with clients
• Maintains docket of all estate, trust and court dates

Qualifications &

Required Experience:

• Minimum of 5 years of work experience as a paralegal in a law firm or a specialized litigation practice firm required.
• ABA-approved paralegal certificate preferred
• Expertise in tax, estate planning and estate administration preferred
• Accounting experience preferred