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Reed Smith LLP · 1 day ago

Trust & Estates Paralegal - (Hybrid Schedule)

New York, United States

Full-time

Hybrid

Mid, Senior Level

$106K/yr - $130K/yr

7+ years exp

Reed Smith LLP is a dynamic international law firm dedicated to helping clients move their businesses forward. The Trusts & Estates Paralegal provides legal and general support to the firm’s attorneys and clients, managing trust accounts and ensuring compliance with fiduciary obligations.

AdviceConsultingLegal

H1B Sponsor Likely

Responsibilities

Administer trust accounts for the wealth preservation practice group

Manage bookkeeping, distributions, and record-keeping for trust and estate accounts

Prepare and review annual trust account statements

Experience in preparing Estate and Gift Tax returns

Oversee tax filings and court submissions including probate and other estate and trust related surrogate’s court filings

Compile documentation for gifts to trusts

Implement and manage trust and estate distribution policies

Monitor investment strategies and analyze monthly trust statements

Create and manage budgets to forecast trust income, expenses, and beneficiary distributions

Draft trust agreements and related legal documents

Process trust-related payments, including checks and letters of authorization for distributions and expenses

Provide administrative support to ensure trustee compliance with fiduciary obligations and executor compliance

Prepare reports for trust accountants and financial advisors

Maintain regular communication with trustees, trust grantors, beneficiaries, and beneficiaries

Qualification

EstateTrust AdministrationUltraTaxAccounting SoftwareCommunication SkillsOrganizational SkillsProblem-SolvingResilienceCollaborationAdaptability

Required

Undergraduate degree and paralegal certificate required; will consider candidate with comparable relevant legal experience in lieu of a paralegal certificate

Estate and Trust Administrator/Paralegal with at least 7 years of experience in the areas of accounting, tax, trust or estates

Experience with programs such as UltraTax to prepare fiduciary income tax and estate tax returns, as well as excel and accounting software

Excellent verbal and written communication skills, with the ability to collaborate effectively at all organizational levels

Strong organizational and prioritization skills, with the ability to manage multiple tasks and meet deadlines

Flexible and adaptable, able to thrive in an environment with constantly changing priorities

Must have keen problem-solving and troubleshooting abilities and solutions-oriented thinking

Ability to work under pressure with composure and resilience in a fast-paced and dynamic work environment

Ability to use independent judgment and discretion and adapt to changing work situations

Ability to sit or stand for extended periods and perform tasks requiring prolonged use of hands, fingers, and wrists, including extensive computer use

Proficiency in using technology, including computers, telecommunication devices, and other office equipment

Flexibility to work extended hours as needed to meet business demands

Preferred

Familiarity with industry-standard tax software is a plus

Benefits

401(k) Retirement Plan

Medical Insurance

Health Savings Account (HSA)

Virtual Health Services

Dental Insurance

Vision Insurance

Accident Insurance

Hospital Indemnity Insurance

Critical Illness Insurance

Life Insurance

Short-Term Disability Coverage

Long-Term Disability Coverage

Flexible Spending Accounts (FSA)

Lyra Health Employee Assistance Program (EAP)

Paid Family Leave (for eligible Exempt and Non-Exempt staff)

College Savings Plan

Transportation Benefit

Back-up Child Care Services

College Coach Program

Pet Insurance

Paid Sick Time (for Exempt staff)

Paid Time Off (available to all full-time, non-temporary employees)

Company

Reed Smith LLP

Glassdoor3.5

At Reed Smith, everything we do is to apply our global experience in law to drive progress for our clients, for ourselves and for our communities.

Founded in 1877

Pittsburgh, Pennsylvania, USA

1001-5000 employees

http://www.reedsmith.com/

H1B Sponsorship

Reed Smith 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 (6)

2024 (8)

2023 (9)

2022 (6)

2021 (4)

2020 (6)