Kozusko Harris Vetter Wareh Duncan LLP is a private client law firm specializing in providing tailored legal counsel to highly successful individuals, families, and their enterprises. We offer expertise in domestic and international private client matters, including tax planning, trusts and estates, family offices, significant business transactions, and philanthropy. Our firm is dedicated to delivering exceptional service and legal solutions to meet the unique needs of our diverse clientele. We are committed to building long-term relationships based on trust, integrity, and understanding.Role DescriptionOur New York office is seeking an experienced Paralegal with specialized expertise in trusts and estates. The Paralegal provides support for domestic and international private clients, and private business advice for successful individuals and families, family offices, private businesses, and entrepreneurs. This is a newly created role as a result of business growth. The Paralegal will work primarily in the areas of trusts and estates.Key ResponsibilitiesAssist attorneys in preparing complex estate planning documents, including wills, trusts, powers of attorney, and healthcare directivesDraft and review estate administration documents and probate court filingsConduct thorough legal research on estate law, tax implications, and trust regulationsMaintain confidential client files and manage document organizationCommunicate with clients, financial institutions, and court personnelCoordinate estate asset inventories and valuationsAssist with estate tax planning and compliancePrepare and submit court documents for probate proceedingsPrepare trust accountingsPrepare gift and estate tax returns – Domestic and ForeignObtain Taxpayer Identification Numbers (TIN)Qualifications3+ years' experience as a Trusts & Estates Paralegal at a law firmComprehensive knowledge of NY state estate planning regulationsAbility to prepare probate petitions for all NY Surrogate's Courts (both for NY and non-NY domiciliaries)Full knowledge of estate administration from the transfer of the decedent's assets to the estate, and then to beneficiaries; payment of creditor claimsKnowledge and experience in trust administration including preparation of addition and withdrawal right letters for contributions to trusts; administration of life insurance trustsPreparation of accounts, including informal accounts, and receipt and release agreements for beneficiaries of estates and trustsFormation of business entities (LLCs) and first draft of the operating agreements for themFacility with the steps necessary to prepare US estate and gift tax returns including preparation of the initial draft of the returnsProficiency in legal research databasesProficiency with tax and accounting software (e.g., FAS/FPS, GEMS, etc.)Proficiency with Microsoft Office programs including Word, PowerPoint, Excel, and TeamsAble to effectively prioritize, multi-task and meet deadlinesTeam player with demonstrated ability to work with personnel and clients at all levelsReliable with strong work ethicDemonstrated commitment to delivering the highest level of client support, and exceptional quality work at all timesOrganized with strong attention to detailPersonable and professional demeanorSuperior written and oral communication skillsPay: $120,000.00 - $175,000.00 per yearKozusko Harris Duncan is an Equal Opportunity Employer and does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.#J-18808-Ljbffr