Paralegal
Paralegal
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Paralegal: Trusts & Estates
Job Description:
We are looking for a Paralegal with at least 23 years of experience to join our Trust and Estates and Corporate team working out of our Global headquarters at Rockefeller Center.
Responsibilities include but are not limited to:
- Drafting & filing probate and administration petitions; assisting fiduciaries with estate administration.
- Estate tax returns (Form 706 etc.: Prepare & file federal and state level estate tax returns including: asset valuation beneficiary distribution and closing letter requests.
- Corporate Filings (LLCS Corps. Foundations etc.: Draft & file documents necessary for the formation and governance of entities including related state and federal compliance filing (i.e.: annual reports Beneficial Owner Information reports etc.
- Gift tax returns (Form 709 etc.: Track client gifting and reporting requirements for gift tax returns and draft & file the same.
- Draft loan docs calculate interest & annuity payments.
- Effectively communicate & coordinate estate planning action items with clients family offices accounting firms and banking teams.
Vision and Qualifications:
We are a firm that values integrity excellence and cooperative autonomy. The ideal candidate will possess moderate skills and training combined with relevant job experience. Someone with that foundation will be able to confidently and meticulously execute what is required while flexing into a few specializations over time. Specifically we are looking for someone with/who:
- A minimum of 23 years of experience working as a Paralegal or Legal Assistant
- A bachelors degree and/or a paralegal certification
- Has a meticulous eye for detail
- Is honest and trustworthy
- Is wellorganized
- Is accountable and eager take on responsibility taking the initiative whenever appropriate
- Embraces technology and is willing to implement it to increase efficiency
- Has a drive to produce consistently highquality work in a fastpaced environment
- Communicates effectively verbally and in writing
- Experience filing Forms 706 and 709
- Midlevel ability of Microsoft Office Suite specifically fluent in Excel and Adobe
- PC proficient
- Preferably has experience using the following systems: iManage Intapp EVP Systems and NumberCruncher
- Is discreet and professional
Benefits/Perks:
- Competitive benefits including health dental and vision insurance
- Generous paid vacation time
- Workflex opportunities
- Team events
Employment Type
Full Time
