Harris Beach Murtha ยท 23 hours ago
Paralegal - Trusts and Estates
Albany, NY
Full-time
Hybrid
Mid Level
$33.34/hr - $40/hr
3+ years expHarris Beach Murtha is an innovative law firm with over 165 years of success, seeking a Paralegal for their Trusts & Estates Team. The role involves assisting attorneys with estate administration matters, including drafting documents, preparing tax returns, and interacting with clients.
Intellectual PropertyLegalProfessional Services
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
Qualification
Required
3+ years of estate administration experience
Experience preparing estate and trust accountings
Experience preparing estate tax returns and fiduciary income tax returns
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
Company
Harris Beach Murtha
Harris Beach Murtha offers legal services in intellectual property, data privacy, estate planning, and business law.
501-1000 employees
Funding
Current Stage
Late StageRecent News
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