Paralegal

Trust & Estate Paralegal

Rochester, NY

JK Executive Strategies has partnered with a well-respected, full-service law firm in its search for its next Trust & Estate Paralegal who will join an enthusiastic, fast paced firm. The ideal candidate is an organized, detail-oriented self-starter. To be successful in this role, this induvial must be dedicated, culture focused and a team player! We are looking for someone who is organized and shows great initiative.

Responsibilities:

• Assisting with all phases of estate and trust administration.
• Prepare pleadings to file with the court to initiate an estate proceeding and for ongoing estate administration.
• Monitor and maintain the estate administration and trust administration.
• Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust.
• Prepare federal gift tax returns and moderate to complex income tax returns of individuals, estates, trusts and, to a more limited extent, corporations, and partnerships. Assist others with the preparation of federal and New York State estate tax returns.
• Gather information regarding the assets and debts of an estate and/or trust.
• Marshalling and transfer of assets.
• Gather information needed for preparation of tax returns required for an estate and trust administration and initial preparation of related tax returns.
• Preparation of estate/trust 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.

Qualifications:

• Bachelor’s Degree, Paralegal Certificate, or equivalent work experience preferred.
• 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).
• Experience with tax and estate administration software programs, preferred.
• 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 tax and estate administration software programs a plus.
• Must have strong Microsoft Excel experience and skill.

Salary: $65k - $75k

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.