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Trusts and Estates Administration Paralegal - New York, NY

Position Title: Paralegal, Estate and Trust Administration
Department: Individual Clients Department (ICD) – New York
Status: Non-Exempt

Position Summary:

The trusts and estates administration paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving domestic and international estate administration, trust administration and fiduciary accounting in a manner that ensures that Day Pitney successfully meets its objective of distinguishing itself through exceptional service. The paralegal must be able to work independently, handling the administration of an estate from beginning to end collaborating with attorneys as needed.

Day Pitney's lawyers and staff work collaboratively in a team environment across all offices sharing significant client contact; accordingly, the paralegal must willing to mentor and be mentored. The paralegal must be able to interact with, and show compassion to, individuals who may have suffered the loss of a loved one or are under a great deal of stress. Because much of the work is in the areas of accounting and taxes, the position requires good mathematical skills. The position also requires: excellent organizational, client service, communication, time management, and technological skills; effective judgment managing information; the ability to manage and meet deadlines in a fast-paced work environment; flexibility to work overtime, as deadlines require; the ability to multitask while adapting to changes in priorities; and the ability to adapt to changes in technology and process.

Responsibilities:

  • Identifying, gathering, and valuing assets
  • Preparing various probate and accounting documents;
  • Preparing accountings for both estates and trusts;
  • Preparing death tax returns, including the federal estate tax return and state estate tax returns;
  • Ancillary estate administration for nonresident alien (international) decedent estates, including preparation of Form 706-NA;
  • Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
  • Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.

Education and Experience:

  • Undergraduate degree and paralegal certification (or equivalent)
  • Familiarity with procedures of courts and regulatory agencies preferred
  • Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software
  • Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems, OneSource) preferred
  • Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills
  • Good understanding of basic business relationships and client confidentiality principles