Career Opportunities

Trust & Estates Paralegal

Description & Requirements

Position Specialty: Attorney & Paralegal
Position Location: New York, New York

Position Description:

A law firm in Midtown Manhattan seeks an experienced Trust and Estates Paralegal to work hand-in-hand with attorneys and other legal support professionals. This newly created position will involve completing IRS and agency state filings, preparing and reviewing relevant documents, and interacting regularly with representatives from Surrogate’s Court. The T&E Paralegal will be responsible for opening and closing trust accounts, preparing gift tax returns, and arranging for the valuation and distribution of assets. This individual will also be tasked with monitoring upcoming deadlines, attending will and trust meetings, and drafting receipts and releases.

Required Skills:

The firm seeks a detail-oriented paralegal with a bachelor's degree and at least three years of T&E experience. The candidate selected for this opportunity will demonstrate strong organizational, proofreading, and communication skills, as well as the ability to interact professionally with clients and attorneys. The T&E Paralegal should also be proficient in document review and trust accounting functions, and have prior experience utilizing a filing system such as iManage.

Annual Salary (US$): NA /annual
Required Education: None Specified

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