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Harris Beach Murtha

Paralegal - Trusts and Estates

Harris Beach Murtha, Uniondale, New York, United States, 11553

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Paralegal – Trusts & Estates

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Harris Beach Murtha

Location:

Hybrid – offices in Albany, Buffalo, Ithaca, NYC, Rochester, Syracuse, Uniondale, White Plains, NY; Bantam, Hartford, New Haven, Stamford, CT; Boston, MA.

Role Overview The Trusts & Estates Team seeks a paralegal with a positive, flexible attitude to assist multiple attorneys.

Qualifications / Requirements

3+ years of estate administration experience (required)

Experience preparing estate & trust accountings (required)

Experience preparing estate tax returns and fiduciary income tax returns (required)

High initiative and ability to follow through on multiple projects in a busy environment

Exceptional oral and written communication and organizational skills

Strong proofreading and analytical skills to ensure top quality of legal documents

Proficiency with MS Office (Word, Outlook, Excel) and efficient use of technology resources

Responsibilities

Interact with a wide variety of clients in person, on the phone, via email and video conferencing

Draft, edit, and review probate and administration related documents

Assist clients with retitling assets

Assemble and organize financial records for estate tax returns and audits

Prepare, edit, and review estate tax returns

Prepare fiduciary income tax returns and settlement papers for both informal and formal settlements of estates and trusts

Additional Expectations

Exhibit well‑developed interpersonal skills (patience and empathy)

Complete a minimum of 1400 billable hours annually

Believe in the firm’s core values: integrity, respect, accountability, ingenuity, teamwork, inclusion, engagement

Work in a hybrid schedule (1 day remote)

Agency Notice Harris Beach Murtha is not accepting candidate submissions from recruiting agencies during the first two weeks after posting. After that period agencies with an active fee agreement may reach out to

resumes@harrisbeachmurtha.com

to inquire about collaboration.

Salary Hourly rates vary by location and hours:

Albany: $33.34 – $40.00/hr (37.5 hrs/week)

Buffalo, Ithaca, Rochester & Syracuse: $32.26 – $38.71/hr (38.75 hrs/week)

New York City: $43.96 – $52.20/hr

Uniondale & White Plains: $38.47 – $43.96/hr

EEO Statement Harris Beach Murtha is an Equal Opportunity Employer. We welcome applications from diverse candidates, including those with military experience.

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