Paralegal - Trusts and Estates

Location: Open to all office locations for a hybrid opportunity:
Albany, Buffalo, Ithaca, New York City, Rochester, Syracuse, Uniondale, and White Plains, NY;
Bantam, Hartford, New Haven and Stamford, CT;
Boston, MA

Role

The Trusts & Estates Team at Harris Beach Murtha is in search of a Paralegal with a positive, flexible attitude to assist multiple attorneys. You will thrive in this role if you have:

• 3+ years of estate administration experience (required)
• Experience preparing estate and trust accountings (required)
• Experience preparing estate tax returns and fiduciary income tax returns (required)
• A high level of initiative, and ability to follow through on numerous ongoing projects in a busy environment
• Exceptional oral and written communication, and organizational skills
• Strong proofreading and analytical skills to ensure top quality of legal documents
• Proficiency with MS Office, including Word, Outlook and Excel, and able to efficiently use technology resources

Responsibilities

• Interact with a wide variety of clients in person, on the phone, via email and video conferencing
• Draft, edit, and review probate and administration related documents
• Assist clients with retitling assets
• Assemble and organize financial records for estate tax returns and audits
• Prepare, edit, and review estate tax returns
• Prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts

Additional firm values

• Exhibit well-developed interpersonal skills, particularly with clients
• Complete a minimum 1400 billable hours annually
• Believe in the firm’s core values: integrity, respect, accountability, ingenuity, teamwork, inclusion and engagement
• Enjoy working with diverse personalities within various levels of the firm
• Are comfortable working a hybrid schedule (1 day remote)

Salary information

Albany: $33.34 - $40.00/hour
Buffalo, Ithaca, Rochester and Syracuse: $32.26 - $38.71/hour
New York City: $43.96 - $52.20/hour
Uniondale and White Plains: $38.47 - $43.96/hour

About Harris Beach Murtha

Harris Beach Murtha formed in 2025 via the combination of Harris Beach PLLC and Murtha Cullina LLP. A forward-thinking and innovative partnership with the benefit of more than 250 years of combined history, Harris Beach Murtha’s New York roots reach back to 1856 and the firm has had ties to New England since 1936.

Harris Beach Murtha complies with all equal opportunity and non-discrimination policies. Harris Beach Murtha Cullina PLLC is an Equal Opportunity Employer.