Paralegal Trusts and Estates

Location:Albany and Rochester NY (Hybrid remote opportunity)Are you a motivated self-starter Do you have paralegal experience Are you excited about the opportunity to join an innovative growing law firm that has been successful for more than 165 years The Trusts & Estates Team at Harris Beach Murtha is in search of a Paralegal with a positive flexible attitude to assist multiple attorneys. You will thrivein this role if you have: 1 years of experience as a trusts and estates paralegal required 3 years of experience preferred Experience preparing Surrogates Court filings fiduciary accountings and tax returns (including Formsand related New York forms)The ability to assist with estate administration including asset inventory valuation distribution and probate documentationStrong organizational analytical and proofreading skills to ensure accuracy of legal documentsExceptional oral and written communication skills with a client-focused approachProficiency in Microsoft Office (Word Excel Outlook); experience with fiduciary income tax preparation and fiduciary accounting software a plusA Notary Public license (or willingness to obtain one after hire)The Trusts & Estates team needs a Paralegal to support attorneys with a wide range of estate planning and administration matters. Do you have the drive and desire to:Prepare and file probate documents fiduciary accountings and related court filingsAssist with estate and trust administration including asset tracking funding and beneficiary communicationsDraft and finalize estate planning documents including wills trusts powers of attorney and beneficiary designations and assist in retitling assets in accordance with attorney direction Assemble and organize financial records for fiduciary accountings estate tax returns and auditsPrepare edit and review fiduciary accountings estate tax returns fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trustsConduct legal research related to trusts estates tax regulations and case lawCommunicate with clients to gather information provide updates and respond to inquiriesOrganize and maintain physical and electronic files to ensure accessibility and accuracySupport attorneys with case management and day-to-day administrative needsPerform additional duties as assignedHarris Beach Murtha recognizes everyone has a right to be included. You will be successful in your career at the firm if you:Exhibit well-developed interpersonal skills (exude patience and empathy) particularly with clientsCan manage multiple priorities and meet deadlines in a fast-paced environmentComplete a minimum 1400 billable hours annuallyBelieve in the firms core values: integrity respect accountability ingenuity teamwork inclusion and engagementEnjoy working with diverse personalities within various levels of the firmAre comfortable working a hybrid schedule (1 day remote)Harris Beach Murtha is committed to an inclusive environment and we welcome applications from diverse candidates with varied backgrounds and skills including military experience. Harris Beach Murtha Cullina PLLC is an Equal Opportunity Employer.#LI-HybridSalary information below will vary depending upon relevant experience for the position geographic locations and weekly hours schedule. The anticipated weekly schedule for the Paralegal in Albany is 37.5 hours per week. The anticipated weekly schedule for the Paralegal in Rochester is 38.75 hours per week. Albany: $33.34 - $43.59/hourRochester: $32.26 - $42.19/hour