Paralegal - Trusts & Estates

Whiteman Osterman & Hanna

New York, NY

JOB DETAILS
SALARY
$28.85–$43.27 Per Hour
SKILLS
Administrative Skills, Estate Planning, Financial Services, Genetics, Microsoft Word, Organizational Skills, Paralegal, Probate, Tax Accounting, Tax Returns, Tax Software, Team Player
LOCATION
New York, NY
POSTED
3 days ago

Applying for: Paralegal - Trusts & EstatesExperience Level: 1+ yearsOffice Location: Albany, New YorkWork Schedule: In-Office, Mon-Friday, with occasional/rare overtime as neededCompensation Range: $28.85-$43.27/hourWhiteman 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 will have prior demonstrated experience as a Trusts and Estates Paralegal, or as a Trust Officer, Tax Preparer, or in another relevant professional field.ResponsibilitiesWork closely with attorneys and clients to assist with all aspects of the estate and trust administration processPrepare Surrogate's Court filings related to the probate of wills and appointment of fiduciariesAssist in transferring assets, including working with financial professionals and clients to complete transfer paperworkPrepare asset inventories and judicial and non-judicial estate and trust accountingsPrepare estate tax returns and related projectionsMonitor estate and trust administration progress and calendar internal and external deadlinesPerform administrative tasks with supporting staffSkills for SuccessVery strong organizational skillsProficiency in Microsoft Word & ExcelFamiliarity with accounting and tax software and conceptsRequired QualificationsCollege Degree, paralegal certificate, and/or equivalent combination of education and experienceMinimum of 1 year experience as a Trusts and Estates Paralegal, or as a Trust Officer, Tax Preparer, or in another relevant professional field where they gained experience in administering estates and trusts. While we are willing to train the right candidate, it is our strong preference that applicants understand basic trusts, estates, and Surrogate's Court conceptsBenefitsA generous benefit offering package including:Medical401(k) with company match and profit‑sharing optionsGenerous time off packageCorporate discounts to various businessesOpportunities to support and be active in the communityWhiteman 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.#J-18808-Ljbffr

About the Company

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Whiteman Osterman & Hanna