Since its founding in 1975, Whiteman Osterman & Hanna LLP has grown to become the largest, and one of the most well-respected law firms in the Capital Region. We have a diverse practice that goes beyond the conventional, fostering new ideas and approaches.

Whiteman Osterman & Hanna LLP’s Estate Planning and Administration Practice Group is seeking a well-organized, numbers-oriented, team player to join its team at our Corporate Woods location. The ideal candidate should have experience as a Trusts and Estates Paralegal, Trust Officer, or Tax Preparer, or in another relevant professional field.

The Role:

· Prepare Surrogate’s Court filings related to the probate of wills and appointment of fiduciaries

· Assist in transferring assets, including working with financial professionals and clients to complete transfer paperwork

· Prepare asset inventories and judicial and non-judicial estate and trust accountings

· Prepare estate tax returns and related projections

· Monitor estate and trust administration progress and calendar internal and external deadlines

· Perform administrative tasks with supporting staff

Skills for Success:

· Very strong organizational skills

· Proficiency in Microsoft Word & Excel

· Familiarity with accounting and tax software

Required:

· College Degree and/or paralegal certificate or equivalent combination of education and experience

· Trusts & Estates experience is strongly preferred--we are willing to train the right candidate.

Why Whiteman Osterman & Hanna LLP?:

· A generous benefit offering package including:

· Medical

· Dental

· 401(k) with company match and profit-sharing options

· Generous time off package

· Corporate discounts to various businesses

· Opportunities to support and be active in the community

· And more!

Compensation Range: $28.85-43.27/hour

In addition to Whiteman Osterman & Hanna’s depth of legal knowledge, we are dedicated to creating a positive and rewarding work environment for all employees – attorneys and staff alike. Our focus has always been to make our Firm family-friendly. No matter the position at the Firm, Whiteman Osterman & Hanna treats everyone as colleagues rather than subordinates. We hold many events for our employees and their families and have activities in the office throughout the year to help make the work environment more enjoyable.

If this sounds like the right opportunity, we invite you to apply to join our team!

Whiteman Osterman & Hanna LLP is an Equal Opportunity Employer. We are committed to a work environment that supports, inspires, and respects all individuals, and in which employment decisions are merit-based and made without discrimination on the basis of race, creed, color, gender or sex, national origin, disability, sexual orientation, gender identity, age, religion, pregnancy, protected activity, veteran status, marital status, citizenship, genetic information, predisposition or carrier status, or any other characteristic protected by law.

Job Type: Full-time

Pay: $28.85 - $43.27 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid sick time
• Paid time off
• Parental leave
• Profit sharing
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

People with a criminal record are encouraged to apply

Ability to Relocate:

• Albany, NY 12211: Relocate before starting work (Required)

Work Location: Hybrid remote in Albany, NY 12211