Paralegal

Trust & Estate Paralegal

Rochester, NY On-site

JK Executive Strategies is proud to partner with a well-respected law firm in search of a Trust & Estate Paralegal to join its team! Our client, a firm of more than 300 attorneys in over 30 practice groups, is seeking a full-time Trust and Estate Paralegal to support their Trust and Estate Department in their Rochester, NY location. The ideal candidate will have the ability to handle a large volume of work, be detail-oriented, have a high level of professionalism, strong communication skills and be able to multi-task and prioritize assignments from multiple attorneys.

Responsibilities:

• Assisting with all phases of estate and trust administration
• Prepare pleadings to file with courts to initiate estate proceedings and judicial settlement proceedings
• Monitor and maintain the administration of assigned estates and trusts
• Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
• Prepare federal and New York State estate tax returns, as required
• Marshalling and transfer of assets
• Gather information needed for preparation of fiduciary income tax returns required for estates and trusts; conduct initial preparation of tax returns
• Preparation of estate/trust judicial accountings
• eFiling of documents in various counties
• Obtains work assignments from attorneys in their office or assigned department
• Conducts investigations, prepares correspondence or documents for attorneys review
• Contacts court administration and regulatory bodies as needed to fulfill job assignment
• Maintains annual billable hours as set by the Firm
• Performs other duties, projects and assignments as needed to support the Firm

Requirements:

• Minimum of 2 years of trust and estate related experience, including a background in trusts and estates and probate, with a law firm or in-house legal department (Required); and
• Either a minimum of 2 years of college, Paralegal Certificate or equivalent work experience or Bachelor’s degree in Accounting/Tax
• Must be an independent, proactive, organized and diligent worker and able to work with minimal direction;
• Must be able to respond quickly and positively to shifting demands and opportunities;
• Must be able to create positive working relationships and effectively communicate with all parties in the transaction;
• Must demonstrate strong analytical and problem-solving skills;
• Must possess excellent writing and verbal skills;
• Must be able to multi-task, be detailed oriented and be able to prioritize daily tasks and responsibilities;
• Experience with bookkeeping, tax and estate administration software programs a plus

Salary Range

• $65,000-$75,000, negotiable based on years’ experience.

JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.