Trust & Estate Paralegal
Bond, Schoeneck & King PLLC, Rochester, NY, United States
Bond, Schoeneck & King, PLLC, a law firm of 300 attorneys in over 30 practice groups, is accepting applications for a full‑time Trust and Estate Paralegal to support our Trust and Estate Department in our Rochester, NY location.
Position 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
Job 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 a Bachelor’s degree in Accounting/Tax
Must be an independent, proactive, organized and diligent worker able to work with minimal direction
Must respond quickly and positively to shifting demands and opportunities
Must create positive working relationships and communicate effectively 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 prioritize daily tasks and responsibilities
Experience with bookkeeping, tax and estate administration software programs is a plus
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
Completion of a satisfactory background check
Completion of a satisfactory reference check
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. We thank all applicants for their interest and will contact those candidates who are under consideration.
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Position 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
Job 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 a Bachelor’s degree in Accounting/Tax
Must be an independent, proactive, organized and diligent worker able to work with minimal direction
Must respond quickly and positively to shifting demands and opportunities
Must create positive working relationships and communicate effectively 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 prioritize daily tasks and responsibilities
Experience with bookkeeping, tax and estate administration software programs is a plus
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
Completion of a satisfactory background check
Completion of a satisfactory reference check
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. We thank all applicants for their interest and will contact those candidates who are under consideration.
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