Beacon Hill · 1 day ago
Private Client Paralegal - Hybrid - AmLaw Firm
New York, NY
Full-time
Hybrid
Mid Level
$95K/yr - $118K/yr
3+ years expBeacon Hill is seeking a Private Client Paralegal for their New York City office, which is part of a highly regarded AmLaw Firm. The role involves working on complex estates and trusts, preparing various legal documents, and maintaining client relationships as a trusted advisor.
Staffing Agency
Responsibilities
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 estate planning trusts that transfer wealth tax-effeciently
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
Required
Bachelor's Degree
At least 3 years of experience as a Paralegal supporting attorneys whose practice focuses on Private Client, Private Wealth and/or T&E
Strong interpersonal skills, including the ability to work effectively with all levels of staff
Proficiency with MS Office
Experience managing and mentoring staff
Strong work ethic and flexibility to meet the demands of the position
Willingness to work a hybrid schedule and overtime when needed
Preferred
At least 3 years of experience as a Paralegal working on matters related to complex estate and trusts and who has handled large estates
Large law or medium-sized law preferred
Bachelor's Degree
Benefits
Medical
Dental
Vision
Federal and state leave programs as required by applicable agency regulations
Company
Beacon Hill
Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Amber Leslie
Executive Assistant to CEO
Amy Van Sicklin
Chief Culture Officer
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