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Considine Search · 3 days ago

Trust and Estates Paralegal - Top 5 AMLAW Firm - N

NYC Metro Area

Full-time

Hybrid

Mid Level

$90K/yr - $120K/yr

3+ years exp

Considine Search is a top 5 AMLAW firm, and they are seeking a Legal Assistant in the Trust & Estates department. The role involves administering client estates, estate planning, and trust accounting while working closely with Trust & Estates lawyers.

ConsultingHuman ResourcesStaffing Agency

Growth Opportunities

Hiring Manager

John Casey

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 returnsFiduciary income tax returnsWord proficiencyExcel proficiencyResearch skillsInterpersonal skillsWritten communicationVerbal communicationOrganizational skillsProject managementLeadership skillsWork ethicFlexibility