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Davis Polk & Wardwell LLP · 3 days ago

Paralegal, Private Wealth

New York, United States

Full-time

Onsite

Mid Level

$90K/yr - $120K/yr

3+ years exp

Davis Polk & Wardwell LLP is an elite global law firm known for providing exceptional legal services. The Paralegal, Private Wealth will work closely with Private Wealth lawyers to administer client estates, handle estate planning, and manage trust accounting.

AdviceConsultingLegalProfessional Services

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

Administer Estates, including identifying, valuing, collecting and distributing Decedent’s assets; preparation of estate tax returns and fiduciary income tax returns; maintaining accountings for estates and revocable trusts and preparing final accountings with receipts and releases; communicating with clients directly as well as with their banking representatives, investment advisors and accountants

Prepare documents for probate and other Surrogate’s Court filings

Prepare estate and gift tax projections and calculate available generation-skipping transfer tax exemption and CLAT, GRAT and QPRT illustrations

Prepare spreadsheets reflecting alternative estate planning options

Compile voluminous exhibits for tax filings and legal proceedings

Prepare clients’ billing statements on a monthly basis

Prepare incapacity documents

Maintain Trust & Estates department client documents database and locked filing cabinets containing original documents, including Wills of clients

Meet with clients and assist with execution of documents

Qualification

TrustEstate administrationEstate tax returnsProbate document preparationWordExcel proficiencyClient communicationResearch skillsInterpersonal skillsOrganizational skillsProject managementLeadership skillsWork ethicFlexibility

Required

Substantial experience administering trusts and estates for ultra-high net worth individuals

Strong interpersonal skills, including the ability to work effectively with all levels of staff

Knowledge of Word and Excel computer programs

Experience managing and mentoring staff

Excellent written and verbal communication skills

Excellent organizational and research skills

Ability to manage multiple projects

Strong operational, leadership, organizational, technical, and interpersonal skills

Strong work ethic and flexibility to meet the demands of the position

Bachelor's degree

Minimum of 3 years' relevant experience

Benefits

Competitive salary and comprehensive benefits package

Company

Davis Polk & Wardwell LLP

Glassdoor4.1

Davis Polk & Wardwell LLP (including its associated entities) is an elite global law firm with world-class practices across the board.

Founded in 1849

New York, New York, USA

1001-5000 employees

http://www.davispolk.com

H1B Sponsorship

Davis Polk & Wardwell LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (50)

2024 (41)

2023 (29)

2022 (33)

2021 (28)

2020 (38)