Paralegal - Trusts & Estates

Overview

Paralegal assisting attorneys with estate administration, tax filings, and client services.

Key Responsibilities

• client interaction
• financial records
• probate docs
• estate tax
• asset retitling
• tax preparation

Tasks

-Interact with a wide variety of clients in person, on the phone, via email and video conferencing -Assemble and organize financial records for estate tax returns and audits -Draft, edit, and review probate and administration related documents -Complete a minimum 1400 billable hours annually -Assist clients with retitling assets -Prepare, edit, and review estate tax returns -Prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts

Requirements

• ms office
• estate accounting
• 3+ years
• proofreading
• communication
• initiative

What You Bring

-Strong proofreading and analytical skills to ensure top quality of legal documents -Exceptional oral and written communication, and organizational skills -Exhibit well-developed interpersonal skills, particularly patience and empathy, -A high level of initiative, and ability to follow through on numerous ongoing projects in a busy environment -Proficiency with MS Office, including Word, Outlook and Excel, and able to efficiently use technology resources -Be comfortable working a hybrid schedule (1-2 days remote) -Experience preparing estate and trust accountings (required) -3+ years of estate administration experience (required)

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About Harris Beach Murtha

-Specializes in providing services to both private and public sector clients, with a diverse range of industries served. -Offers expertise in corporate law, real estate, environmental matters, and public infrastructure. -Known for managing large-scale commercial and government projects, especially in energy and utilities. -Distinct for its ability to handle complex regulatory issues and navigate government policy challenges. -The firm has expanded through strategic mergers, strengthening its position across several U.S. regions.

Sector Specialisms