Paralegal - Trusts and Estates

Location: Albany and Rochester, NY (Hybrid remote opportunity) Are you a motivated self-starter? Do you have paralegal experience? Are you excited about the opportunity to join an innovative, growing law firm that has been successful for more than 165 years? Role The Trusts & Estates Team at Harris Beach Murtha is in search of a Paralegal with a positive, flexible attitude to assist multiple attorneys. You will thrive in this role if you have: 1+ years of experience as a trusts and estates paralegal required; 3+ years preferred Experience preparing Surrogate’s Court filings, fiduciary accountings, and tax returns (including Forms 1041, 706, and related New York forms) The ability to assist with estate administration, including asset inventory, valuation, distribution, and probate documentation Strong organizational, analytical, and proofreading skills to ensure accuracy of legal documents Exceptional oral and written communication skills, with a client-focused approach Proficiency in Microsoft Office (Word, Excel, Outlook); experience with fiduciary income tax preparation and fiduciary accounting software a plus A Notary Public license (or willingness to obtain one after hire) Responsibilities Prepare and file probate documents, fiduciary accountings, and related court filings Assist with estate and trust administration, including asset tracking, funding, and beneficiary communications Draft and finalize estate planning documents, including wills, trusts, powers of attorney, and beneficiary designations, and assist in retitling assets in accordance with attorney direction Assemble and organize financial records for fiduciary accountings, estate tax returns, and audits Prepare, edit, and review fiduciary accountings, estate tax returns, fiduciary income tax returns, and settlement papers for both informal and formal settlement of estates and trusts Conduct legal research related to trusts, estates, tax regulations, and case law Communicate with clients to gather information, provide updates, and respond to inquiries Organize and maintain physical and electronic files to ensure accessibility and accuracy Support attorneys with case management and day-to-day administrative needs Perform additional duties as assigned Candidate Profile Exhibit well-developed interpersonal skills, including patience and empathy, especially with clients Can manage multiple priorities and meet deadlines in a fast-paced environment Complete a minimum 1400 billable hours annually Believe in the firm’s core values: integrity, respect, accountability, ingenuity, teamwork, inclusion, and engagement Enjoy working with diverse personalities within various levels of the firm Are comfortable working a hybrid schedule (1 day remote) Salary information will vary depending on relevant experience for the position, geographic location, and weekly hours schedule. The anticipated weekly schedule for the Paralegal in Albany is 37.5 hours per week. The anticipated weekly schedule for the Paralegal in Rochester is 38.75 hours per week. Albany: $33.34 - $43.59/hour Rochester: $32.26 - $42.19/hour Harris Beach Murtha is an Equal Opportunity Employer. The firm prohibits unlawful discrimination and harassment on the basis of race, color, sex, age, religion, national origin, marital status, disability, military status, and other legally protected statuses. All applicants and employees enjoy a positive, respectful, and productive work environment free from unlawful harassment. Diversity, equity, inclusion, and accessibility are core values of the firm. #J-18808-Ljbffr Harris Beach Murtha