Paralegal: Trusts & Estates

Job Description:

We are looking for a Paralegal with at least 2-3 years of experience to join our Trust and Estates and Corporate team working out of our Global headquarters at Rockefeller Center.

Responsibilities include, but are not limited to:

• Drafting & filing probate and administration petitions; assisting fiduciaries with estate administration.

• Estate tax returns (Form 706, etc.): Prepare & file federal and state level estate tax returns, including: asset valuation, beneficiary distribution, and closing letter requests.

• Corporate Filings (LLCS, Corps., Foundations, etc.): Draft & file documents necessary for the formation and governance of entities, including related state and federal compliance filing (i.e.: annual reports Beneficial Owner Information reports, etc.)

• Gift tax returns (Form 709, etc.): Track client gifting and reporting requirements for gift tax returns and draft & file the same.

• Draft loan docs, calculate interest & annuity payments.

• Effectively communicate & coordinate estate planning action items with clients’ family offices, accounting firms, and banking teams.

Vision and Qualifications:

We are a firm that values integrity, excellence, and cooperative autonomy. The ideal candidate will possess moderate skills and training combined with relevant job experience. Someone with that foundation will be able to confidently and meticulously execute what is required while flexing into a few specializations over time. Specifically, we are looking for someone with/who:

• A minimum of 2-3 years of experience working as a Paralegal or Legal Assistant
• A bachelors degree and/or a paralegal certification
• Has a meticulous eye for detail
• Is honest and trustworthy
• Is well-organized
• Is accountable and eager take on responsibility, taking the initiative whenever appropriate
• Embraces technology and is willing to implement it to increase efficiency
• Has a drive to produce consistently high-quality work in a fast-paced environment
• Communicates effectively verbally and in writing
• Experience filing Forms 706 and 709
• Mid-level ability of Microsoft Office Suite - specifically fluent in Excel and Adobe
• PC proficient
• Preferably has experience using the following systems: iManage, Intapp, EVP Systems, and NumberCruncher
• Is discreet and professional

Full-time – 5 days in-person initially with a status review after the first 6 months

Benefits/Perks:

• Competitive benefits, including health, dental, and vision insurance
• Generous paid vacation time
• Work-flex opportunities
• Team events