Paralegal - Corporate and Trusts & Estates

Harris Beach Murtha•Albany, NY

1d•$33 - $44•Onsite

About The Position

Harris Beach Murtha is seeking a Paralegal to assist multiple attorneys with business succession, estate planning, and estate and trust administration matters. The role is based in Albany, New York, and is 100% onsite. The anticipated schedule is 37.5 hours per week, with a minimum annual requirement of 1,400 billable hours. The firm describes the position as suited to a motivated self-starter with a positive, flexible attitude and a client-focused approach.

Requirements

At least 3 years of experience as a trusts and estates paralegal.
Experience preparing Surrogate’s Court filings, fiduciary accountings, and tax returns, including Forms 1041 and 706 and related New York forms.
Ability to assist with estate administration, including asset inventory, valuation, distribution, and probate documentation.
Strong organizational, analytical, and proofreading skills to ensure legal documents are accurate.
Exceptional oral and written communication skills and a client-focused approach.
Proficiency in Microsoft Office, including Word, Excel, and Outlook.
A Notary Public license or willingness to obtain one after hire.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Ability to complete a minimum of 1,400 billable hours annually.
Commitment to the firm’s core values of integrity, respect, accountability, ingenuity, teamwork, inclusion, and engagement.

Nice To Haves

At least 5 years of trusts and estates paralegal experience.
Experience with fiduciary income tax preparation and fiduciary accounting software.
Enjoyment of working with diverse personalities at various levels of the firm.

Responsibilities

Prepare and file probate documents, fiduciary accountings, and related court filings.
Assist with estate and trust administration, including asset tracking, funding, and beneficiary communications.
Draft and finalize estate planning documents, including wills, trusts, powers of attorney, and beneficiary designations, and assist with retitling assets as directed by attorneys.
Assemble and organize financial records for fiduciary accountings, estate tax returns, and audits.
Prepare, edit, and review fiduciary accountings, estate tax returns, fiduciary income tax returns, and settlement papers for informal and formal settlement of estates and trusts.
Conduct legal research related to trusts, estates, tax regulations, and case law.
Communicate with clients to gather information, provide updates, and respond to inquiries.
Organize and maintain physical and electronic files for accessibility and accuracy.
Support attorneys with case management and day-to-day administrative needs.
Perform additional duties as assigned.