Trust & Estate Paralegal

Position Responsibilities

• Assisting with all phases of estate and trust administration
• Preparing pleadings to file with courts to initiate estate proceedings and judicial settlement proceedings
• Monitoring and maintaining the administration of assigned estates and trusts
• Monitoring the estate and trust accounts, including the payment of monthly expenses for an estate or trust
• Preparing federal and New York State estate tax returns, as required
• Marshalling and transferring of assets
• Gathering information needed for preparation of fiduciary income tax returns required for estates and trusts; conducting initial preparation of tax returns
• Preparation of estate/trust judicial accounting
• Filing of documents in various counties
• Obtaining work assignments from attorneys in their office or assigned department
• Conducting investigations, preparing correspondence or documents for attorneys review
• Contacting court administration and regulatory bodies as needed to fulfill job assignment
• Maintaining annual billable hours as set by the Firm
• Performing other duties, projects and assignments as needed to support the Firm

Job Requirements

• A 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 detailed oriented and be able to prioritize daily tasks and responsibilities
• Experience with bookkeeping, tax and estate administration software programs a plus

Pay

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

Application Process

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

About the Firm

Bond, Schoeneck & King, PLLC is a law firm of 300 attorneys in over 30 practice groups. The firm is located in Rochester, NY.

Equal Opportunity Employer

Bond, Schoeneck & King PLLC provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state or federal law.