Paralegal - Private Client Service

The ONeil Search Group; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

An elite global law firm in New York is seeking an experienced paralegal to join their Private Client Services practice group. The role requires a strong background in trusts and estates, probate, and estate tax filings. You will prepare and file petitions, assist with estate administration, and manage case files professionally. Ideal candidates will have a minimum of 5 years of paralegal experience, familiarity with New York probate procedures, and the ability to support multiple attorneys in a fast-paced environment.

Qualifications

• 5+ years as a paralegal, with 3+ years focused on trusts and estates or private client services.
• In-depth knowledge of probate procedures and estate administration in New York.

Responsibilities

• Prepare and file probate and administration petitions in New York Surrogate’s Court.
• Assist with phases of estate and trust administration.
• Draft and file federal and state estate tax returns.
• Maintain confidentiality and uphold ethical standards.

Skills

Strong organization skills

Excellent communication

Interpersonal skills

Ability to manage multiple priorities

Education

Bachelor’s degree and paralegal certificate from an ABA-approved program

Tools

Microsoft Office Suite

Estate tax and accounting software (e.g., ONESOURCE, GEMS)

Job description

Overview

The New York office of an elite global law firm is seeking an experienced paralegal to join their Private Client Services (PCS) practice group.

The ideal candidate will have a strong background in trusts and estates, probate, and estate and gift tax filings, with the ability to work independently and support multiple attorneys in a fast-paced environment.

Minimum 5 years of experience as a paralegal, with at least 3 years focused in trusts and estates or private client services.

KEY RESPONSIBILITIES

• Prepare and file probate and administration petitions in New York Surrogate’s Court and other jurisdictions as needed.
• Assist with all phases of estate and trust administration, including preparing inventories, asset valuations, fiduciary accountings, and related documentation.
• Draft and file federal and state estate tax returns (Form 706) and fiduciary income tax returns (Form 1041).
• Prepare fiduciary accountings
• Organize and manage case files, deadlines, and documentation.
• Communicate professionally with clients, court personnel, accountants, and financial institutions.
• Maintain confidentiality and uphold the highest ethical standards in handling sensitive client information.

QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS AND ABILITIES)

• Bachelor’s degree and paralegal certificate from an ABA-approved program preferred.
• Minimum 5 years of experience as a paralegal, with at least 3 years focused in trusts and estates or private client services.
• In-depth knowledge of probate procedures and estate administration in New York.
• Strong understanding of estate, gift, and fiduciary tax rules and filings.
• Proficiency in Microsoft Office Suite; experience with estate tax and accounting software (e.g., ONESOURCE, GEMS, or similar)
• Excellent organizational, communication, and interpersonal skills.
• Ability to manage multiple priorities and meet deadlines with minimal supervision.