What are the responsibilities and job description for the Senior Estates & Trusts Paralegal position at NRI, Inc.?
This is an excellent opportunity for a seasoned professional with at least seven years of Estates & Trusts experience who values substantive responsibility, professional collaboration, and the opportunity to manage matters with a high degree of autonomy. Working closely with two attorneys in a practice dedicated exclusively to Estates & Trusts, the successful candidate will play an integral role in estate planning, probate, estate administration, and related tax matters.
Responsibilities- Manage probate and estate administration matters from initial filing through final settlement and closing.
- Prepare and file federal and state estate, gift, and fiduciary income tax returns.
- Draft, review, and organize estate planning and estate administration documents.
- Coordinate with clients, accountants, financial institutions, and other professional advisors to facilitate the efficient administration of estates and trusts.
- Maintain comprehensive, accurate, and well-organized client, probate, and estate records.
- Utilize estate administration and tax software to prepare filings, maintain records, and support reporting requirements.
- Partner closely with attorneys and administrative colleagues to ensure deadlines are met and matters are handled with precision and professionalism.
- Exercise sound judgment and maintain the highest standards of confidentiality when handling sensitive financial and personal information.
NRI is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified Individual with disability.