Trust Administration Paralegal

1 week ago


New York, New York, United States Career Group Full time
Job Overview

We are seeking a skilled Trust Administration Paralegal to join our team in Midtown NYC. This is a unique opportunity for an experienced professional to work closely with top attorneys on estate and trust administration matters.


The ideal candidate will possess 5+ years of relevant experience, a Bachelor's Degree, and a Notary Public commission. Proficiency in MS Office Suite, Thomson Reuters OneSource Estate Tax, SuperForm, and HotDocs NYSBA Surrogate's Court Forms is also required.

Responsibilities
  • Work closely with executors and attorneys on all aspects of estate administration from date of death to final distributions.
  • Draft and file Surrogate's Court petitions and documents, and monitor progress of probate.
  • Inventory assets and determine which require protection.
  • Obtain tax identification number.
  • Manage valuations and transfer of assets into estate.
  • Review estate records, bank, and investment accounts.
  • Prepare and file estate tax returns with applicable tax authorities.
  • Work with out of state counsel on estates having out of state assets.
  • Review estate accountings and handle closed estate matters.

This role offers a competitive salary of $142,500 - $152,500 per year, plus paid overtime, bonus eligibility, and comprehensive benefits starting day one. The working hours are 9:30am-5:30pm (2 hours of OT expected per week), with a hybrid schedule of 3 days in office and 2 days remote work.

Company Description

Career Group Companies is proud to partner with talented professionals and clients to cultivate the perfect career matches nationwide. We offer a dynamic work environment and opportunities for growth and development.



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