Paralegal, Trust & Estates (AmLaw100)

Plona Partners; New York (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

A legal services provider in New York, NY, is seeking an experienced Paralegal to handle a variety of tasks, including preparing tax returns and estate planning documents. The ideal candidate has at least 3 years of paralegal experience, preferably in tax and estate planning, and possesses strong client communication skills. This role requires thorough research and document preparation to assist clients efficiently in their legal affairs.

Qualifications

• Minimum of 3 years of work experience as a paralegal in a law firm or specialized practice firm.
• ABA-approved paralegal certificate preferred.
• Expertise in tax, estate planning, and estate administration preferred.

Responsibilities

• Prepare tax returns of all types, including individual, estate, and GST.
• Conduct factual research on assets, claims, and valuations.
• Prepare estate planning documents and assist with business transactions.

Job description

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