Trust & Estate Paralegal

Bond, Schoeneck & King, PLLC, a law firm of 300 attorneys in over 30 practice groups, is seeking a full-time Trust and Estate Paralegal to support our Trust and Estate Department in our Rochester, NY location.

Responsibilities

• Assisting with all phases of estate and trust administration
• Prepare pleadings to file with courts to initiate estate proceedings and judicial settlement proceedings
• Monitor and maintain the administration of assigned estates and trusts
• Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
• Prepare federal and New York State estate tax returns, as required
• Marshalling and transfer of assets
• Gather information needed for preparation of fiduciary income tax returns required for estates and trusts; conduct initial preparation of tax returns
• Preparation of estate/trust judicial accountings
• eFiling of documents in various counties
• Obtain work assignments from attorneys in their office or assigned department
• Conduct investigations, prepare correspondence or documents for attorneys review
• Contact court administration and regulatory bodies as needed to fulfill job assignment
• Maintain annual billable hours as set by the Firm
• Perform other duties, projects and assignments as needed to support the Firm

Requirements

• Minimum of 2 years of trust and estate related experience, including a background in trusts and estates and probate, with a law firm or in-house legal department (Required)
• Either a minimum of 2 years of college, Paralegal Certificate or equivalent work experience or Bachelor’s degree in Accounting/Tax
• Must be an independent, proactive, organized and diligent worker and able to work with minimal direction
• Must be able to respond quickly and positively to shifting demands and opportunities
• Must be able to create positive working relationships and effectively communicate with all parties in the transaction
• Must demonstrate strong analytical and problem-solving skills
• Must possess excellent writing and verbal skills
• Must be able to multi-task, be detail oriented and be able to prioritize daily tasks and responsibilities
• Experience with bookkeeping, tax and estate administration software programs a plus

Benefits

At Bond, exceptional work product and a collegial work environment are cornerstones of our success. We are committed to the communities in which we live and work. Bond has long recognized the value, both to its team and to our communities, of active participation in and support of charitable, governmental, professional and community-based organizations.

Pay

This position's salary range is between $65,000 and $75,000, negotiable based on years of experience.

An offer of employment from Bond is contingent on completion of a satisfactory conflicts check, background check, and reference check.