Trust & Estates Paralegal
$70,000–$75,000 year
On-siteRochester, New York, United States
Job Summary
Assist with all phases of estate and trust administration, including preparing pleadings for court filings and monitoring estate accounts. Prepare federal and NYS estate tax returns, fiduciary income tax returns, and manage the marshalling and transfer of assets while E-filing documents in various counties. Conduct investigations and prepare correspondence for attorney review, communicating with IRS, NYS, and other tax authorities regarding notices. Requires 2+ years of trust and estates experience with a law firm or in-house legal department, a minimum of 2 years of college or equivalent experience, and strong analytical and problem-solving skills. Bachelor's degree in Accounting/Tax preferred.
Required Qualifications
- 2+ years of trust and estates experience with a law firm or in-house legal department
- Minimum 2 years of college
- Paralegal Certificate or equivalent work experience
- Bachelor's degree in Accounting/Tax
Desired Qualifications
- Bachelor's degree in Accounting/Tax preferred
- Effective written and verbal communication skills
- Strong analytical and problem-solving skills
- Must be able to work independently with minimal supervision
- Excellent organization, multitasking, and prioritization skills
- Experience with tax software programs a plus
- Experience with bookkeeping, tax and estate administration software is a plus
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