Paralegal - Trusts and Estates
About The Position
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 This Paralegal will be responsible for working on estate administration matters for both taxable and non-taxable estates. Do you have the drive and desire to: 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 Harris Beach Murtha recognizes everyone has a right to be included. You will be successful in your career at the firm if you: Exhibit well-developed interpersonal skills (exude patience and empathy), 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) Harris Beach Murtha is committed to an inclusive environment and we welcome applications from diverse candidates with varied backgrounds and skills, including military experience. Harris Beach Murtha Cullina PLLC is an Equal Opportunity Employer. Salary information below will vary depending upon relevant experience for the position, geographic locations and weekly hours schedule. The anticipated weekly schedule for the Paralegal in Albany is 37.5 hours per week. The anticipated weekly schedule for the Paralegal in Buffalo, Ithaca, Rochester and Syracuse is 38.75 hours per week. The anticipated weekly schedule for the Paralegal in New York City, Uniondale and White Plains is 35 hours per week.
Requirements
- 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
- Exhibit well-developed interpersonal skills (exude patience and empathy), 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)
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
251-500 employees
