Paralegal - Trusts and Estates

About the role

The Trusts & Estates team at Harris Beach Murtha is seeking a Paralegal to support attorneys with a wide range of estate planning and administration matters. The ideal candidate will have 1+ years of experience as a trusts and estates paralegal, with 3+ years preferred.

Responsibilities

• Prepare and file court filings, estate and fiduciary accountings, and tax returns (including Forms 1041, 706, and related Connecticut forms)
• Assist with estate administration, including asset inventory, valuation, distribution, and probate documentation
• Manage multiple priorities and meet deadlines in a fast-paced environment
• Communicate with clients to gather information, provide updates, and respond to inquiries
• Organize and maintain physical and electronic files to ensure accessibility and accuracy
• Support attorneys with case management and day-to-day administrative needs
• Perform additional duties as assigned

Requirements

• Experience preparing court filings, estate and fiduciary accountings, and tax returns (including Forms 1041, 706, and related Connecticut forms)
• Experience with Connecticut Probate Court filings (New York experience a plus)
• The ability to assist with estate administration, including asset tracking, funding, and beneficiary communications
• The ability to conduct legal research related to trusts, estates, tax regulations, and case law
• The ability to communicate with clients to gather information, provide updates, and respond to inquiries
• The ability to organize and maintain physical and electronic files to ensure accessibility and accuracy
• The ability to manage multiple priorities and meet deadlines in a fast-paced environment
• The ability to communicate effectively with clients and colleagues
• The ability to perform additional duties as assigned

Qualifications

• Strong organizational, analytical, and proofreading skills to ensure accuracy of legal documents
• Exceptional oral and written communication skills, with a client-focused approach
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Experience with fiduciary income tax preparation and fiduciary accounting software a plus

Skills

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Exceptional oral and written communication skills, with a client-focused approach
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Experience with fiduciary income tax preparation and fiduciary accounting software a plus

Benefits

• Harris Beach Murtha recognizes everyone has a right to be included. You will be successful in your career at the firm if you exhibit strong interpersonal skills and a high level of professionalism with clients and colleagues.
• You are detail-oriented and take pride in producing accurate, high-quality work.
• You are looking for an opportunity with growth potential.
• You believe in the firm’s core values: collaboration, inclusion, ingenuity, respect, integrity, and commitment.
• You enjoy working with diverse personalities across all levels of the firm.

Pay

Compensation is competitive and commensurate with experience.

Schedule

The role is hybrid, requiring the employee to work 3 days per week in one of the following locations: Bantam, Hartford or Stamford, CT.