Overview
Trust and Estates Paralegal Jobs in New York, New York, USA at Brick & Patel LLP
Location: New York
1 week ago Be among the first 25 applicants
Base pay range
$80,000.00/yr – $/yr
Director of Operations at Brick & Patel LLP
Role Description:
We are looking for a Paralegal with at least 2-3 years of experience to join our Trust and Estates and Corporate team working out of our Global headquarters at Rockefeller Center. This position, along with a paralegal team of 3, will support various members of our 19-person legal team. Responsibilities include, but are not limited to:
Drafting & filing probate and administration petitions; assisting fiduciaries with estate administration.
Estate tax returns (Form 706, etc.):
Prepare & file federal and state level estate tax returns, including: asset valuation, beneficiary distribution, and closing letter requests.
Corporate Filings (LLCS, Corps., Foundations, etc.):
Draft & file documents necessary for the formation and governance of entities, including related state and federal compliance filing (i.e.: annual reports Beneficial Owner Information reports, etc.).
Gift tax returns (Form 709, etc.):
Track client gifting and reporting requirements for gift tax returns and draft & file the same.
Draft loan docs, calculate interest & annuity payments.
Effectively communicate & coordinate estate planning action items with clients’ family offices, accounting firms, and banking teams.
Vision and Qualifications:
We are a firm that values integrity, excellence, and cooperative autonomy. The ideal candidate will possess moderate skills and training combined with relevant job experience. Someone with that foundation will be able to confidently and meticulously execute what is required while flexing into a few specializations over time. Specifically, we are looking for someone with/who:
A minimum of 2-3 years of experience working as a Paralegal or Legal Assistant
A bachelor’s degree and/or a paralegal certification
Is honest and trustworthy
Is well-organized
Is accountable and eager to take on responsibility, taking the initiative whenever appropriate
Embraces technology and is willing to implement it to increase efficiency
Has a drive to produce consistently high-quality work in a fast-paced environment
Communicates effectively verbally and in writing
Experience filing Forms 706 and 709
Mid-level ability of Microsoft Office Suite – specifically fluent in Excel and Adobe
Preferably has experience using the following systems: iManage, Intapp, EVP Systems, and Number Cruncher
Is discreet and professional
Work Status: Full-time – 5 days in-person initially with a status review after the first 6 months
Competitive benefits, including health, dental, and vision insurance
Generous paid vacation time
Work-flex opportunities
Team events
Note: All candidates should be NY/NJ/CT based or relocating.
INCLUDE: Cover letter, resume, and academic transcript (if recent)
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Legal and Administrative
Industries
Law Practice and Trusts and Estates
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Title: Trust and Estates Paralegal
Company: Brick & Patel LLP
Location: New York, New York, USA
Category: Law/Legal (Legal Secretary), Administrative/Clerical (Legal Secretary)
