Paralegal - Wills, Trusts & Estates in Pittsford, NY


Harris Beach PLLC Posted: 2021-09-10

Pittsford, NY 14534

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Location: Albany, NY or Rochester, NY

Description: The paralegal will be part of a team of attorneys and professionals who work on estate administration matters for both taxable and non-taxable estates. This position requires a high level of motivation, flexibility, initiative and ability to follow through on numerous ongoing projects. The paralegal will have direct client contact and must exhibit a positive attitude and a willingness to help.

Responsibilities:

Draft, edit and review probate papers
Prepare estate tax returns and inventories
Assist clients with retitling assets
Assemble and organize financial records for estate tax audits
Prepare fiduciary income tax returns
Prepare accounts and settlement papers for both informal and formal settlement of estates and trusts
Calculate distributions to beneficiaries

Qualifications:

Minimum 5+ years of paralegal experience in trusts and estates law
Paralegal Certificate and/or Bachelor’s degree or equivalent combination of education and experience preferred
Experience preparing fiduciary income tax returns preferred
Proficiency with Microsoft Office and expertise with computer assisted legal resources required
Experience with OneSource a plus
Must demonstrate excellent verbal and written communication
Must be able to effectively multi-task, autonomously manage time sensitive documents and utilize exceptional organizational skills
Must be able to function effectively in a busy, team oriented environment
Military experience a plus


Harris Beach is committed to an inclusive environment and we welcome applications from diverse candidates. Harris Beach PLLC is an Equal Opportunity Employer.

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