Trust Administration Paralegal
1 week ago
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.
- 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 DescriptionCareer 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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