Senior Paralegal (Private Wealth)

Job Description

Job Description

Senior Paralegal Specialist - Private Wealth (Confidential)

Location: New York, NY (Onsite/Hybrid as applicable)

Overview

A leading international law firm is seeking a Senior Paralegal Specialist to support its Private Wealth practice in New York. This role partners closely with attorneys and high-net-worth clients on complex trusts & estates and probate matters.

This is a senior-level opportunity for an experienced professional who thrives in a client-facing environment, demonstrates strong judgment, and can manage both substantive casework and junior team members.

Key Responsibilities

• Serve as a primary point of contact for clients, trustees, beneficiaries, and advisors (e.g., accountants, financial planners)
• Prepare federal estate and gift tax returns (Forms 706 and 709), asset schedules, and supporting documentation
• Draft probate and administration pleadings; assist with estate and trust administration matters
• Prepare fiduciary accountings and oversee allocation of estate/trust assets to beneficiaries
• Coordinate asset transfers, including securities, real property, and personal assets
• Communicate with financial institutions, appraisers, and other third parties to identify and collect estate assets
• Assist with guardianship proceedings, including drafting petitions and maintaining ongoing reporting requirements
• Draft ancillary estate planning and administration documents
• Supervise, train, and mentor junior paralegals; assist with workflow coordination and staffing
• Ensure accuracy, organization, and confidentiality across all work product
• Support additional projects as needed

Qualifications

• Minimum 15+ years of experience in private wealth, trusts & estates, or probate as a paralegal
• Bachelor's degree and/or Paralegal Certificate required
• Deep knowledge of probate and trust administration for complex, taxable estates
• Experience preparing federal estate and gift tax returns
• Proficiency in Microsoft Office, Adobe Acrobat, and document management systems (e.g., iManage)
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple matters simultaneously and meet deadlines
• Strong drafting, proofreading, and communication skills
• Experience mentoring or supervising junior staff preferred
• High level of professionalism, discretion, and client service orientation

Compensation & Benefits

The anticipated salary range for this position is $140,000 - $190,000 annually , depending on experience, skills, and qualifications.

In addition to base salary, the firm offers a comprehensive benefits package, which may include:

• Medical, dental, and vision insurance
• 401(k) with employer contribution
• Paid time off and holidays
• Professional development opportunities

Equal Opportunity Employer/Veterans/Disabled

The firm is an Equal Opportunity Employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements.

Pay Details: $140,000.00 to $190,000.00 per year

Search managed by: Tatiana Montealegre

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.