Paralegal - Private Client Service

Overview

The New York office of an elite global law firm is seeking an experienced paralegal to join their Private Client Services (PCS) practice group.

The ideal candidate will have a strong background in trusts and estates, probate, and estate and gift tax filings, with the ability to work independently and support multiple attorneys in a fast-paced environment.

Minimum 5 years of experience as a paralegal, with at least 3 years focused in trusts and estates or private client services.

• Prepare and file probate and administration petitions in New York Surrogate’s Court and other jurisdictions as needed.
• Assist with all phases of estate and trust administration, including preparing inventories, asset valuations, fiduciary accountings, and related documentation.
• Draft and file federal and state estate tax returns (Form 706) and fiduciary income tax returns (Form 1041).
• Prepare fiduciary accountings
• Organize and manage case files, deadlines, and documentation.
• Communicate professionally with clients, court personnel, accountants, and financial institutions.
• Maintain confidentiality and uphold the highest ethical standards in handling sensitive client information.

• Bachelor’s degree and paralegal certificate from an ABA-approved program preferred.
• Minimum 5 years of experience as a paralegal, with at least 3 years focused in trusts and estates or private client services.
• In-depth knowledge of probate procedures and estate administration in New York.
• Strong understanding of estate, gift, and fiduciary tax rules and filings.
• Proficiency in Microsoft Office Suite; experience with estate tax and accounting software (e.g., ONESOURCE, GEMS, or similar)
• Excellent organizational, communication, and interpersonal skills.
• Ability to manage multiple priorities and meet deadlines with minimal supervision.