Trust and Estate Legal Assistant/ Paralegal: NY

Drafting & filing probate and administration petitions; assisting fiduciaries with estate administration.Estate tax returns (Form 706, etc.): Prepare & file federal and state level estate tax returns, including: asset valuation, beneficiary distribution, and closing letter requests.Corporate Filings (LLCS, Corps., Foundations, etc.): Draft & file documents necessary for the formation and governance of entities, including related state and federal compliance filing (i.e.: annual reports Beneficial Owner Information reports, etc.).Gift tax returns (Form 709, etc.): Track client gifting and reporting requirements for gift tax returns and draft & file the same.Draft loan docs, calculate interest & annuity payments.Effectively communicate & coordinate estate planning action items with clients??? family offices, accounting firms, and banking teams.Requirements A minimum of 2-3 years of experience working as a Paralegal or Legal Assistant/u2022 A bachelors degree and/or a paralegal certification/u2022 Has a meticulous eye for detail/u2022 Is honest and trustworthy/u2022 Is well-organized/u2022 Is accountable and eager take on responsibility, taking the initiative whenever appropriate/u2022 Embraces technology and is willing to implement it to increase efficiency/u2022 Has a drive to produce consistently high-quality work in a fast-paced environment/u2022 Communicates effectively verbally and in writing/u2022 Experience filing Forms 706 and 709/u2022 Mid-level ability of Microsoft Office Suiteo Specifically fluent in Excel and Adobe, (Intapp, iManage and Numbercruncher a plus) Pay Details: $100,000.00 to $130,000.00 per yearSearch managed by: Mandy Cochran Equal Opportunity Employer/Veterans/DisabledTo read our Candidate Privacy Information Statement, which explains how we will use your information, please The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:The California Fair Chance ActLos Angeles City Fair Chance OrdinanceLos Angeles County Fair Chance Ordinance for EmployersSan Francisco Fair Chance Ordinance

Created: 2025-04-22