Job Description

Job Description

Trusts & Estates Paralegal

Role 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. This position, along with a paralegal team of 3, will support various members of our 19-person legal team. 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 bachelor’s 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

Law Firm Introduction:

Brick & Patel LLP was founded in 2011 by two young partners who previously worked for large international firms and who had developed a substantial local, national, and international clientele. The firm’s practice, based in Midtown Manhattan, involves representing high net worth individuals in various aspects of their lives (e.g. Wills, Trusts, Business Transactions, estate administration, etc.). Because many of our clients are corporate executives, fund managers, or entrepreneurs, we also provide strategic advice regarding their businesses. We feel a deep connection and responsibility to our clients, and we strive to provide them with the highest level of services.

We rely on technology, problem solving, and “thinking outside the box” to challenge the conventional wisdom associated with the practice of law and business in general. We believe that each person working at Brick & Patel LLP is a key player, and we leverage each team member’s unique talents.

Additional Firm Information: http://www.brickpatel.com/

Work Status: 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
• Strong snack game

Company Description

JRG Partners is a recruiting firm. The firm represents prestigious companies in multiple industries and is responsible for helping talented individuals find great opportunities nationwide. Email the recruiter directly at jeremy@jrgpartners.com

Company Description

JRG Partners is a recruiting firm. The firm represents prestigious companies in multiple industries and is responsible for helping talented individuals find great opportunities nationwide. Email the recruiter directly at jeremy@jrgpartners.com