Paralegal

Schedule: Full-Time, In Office (5 Days Per Week) Experience Required: Minimum 5 Years Position Overview A well-established Long Island law firm is seeking an experienced Trusts & Estates Legal Assistant / Trusts & Estates Administrator to support attorneys and clients in all phases of estate and trust administration. This role requires a highly organized, detail-oriented professional with significant experience handling New York Surrogate's Court matters, fiduciary accountings, estate tax returns, and related administration responsibilities. The ideal candidate will be able to work independently, manage multiple matters simultaneously, and provide exceptional service to attorneys and clients. Responsibilities Estate & Trust Administration Prepare probate, administration, and related Surrogate's Court petitions and filings. Handle all aspects of filing and follow-up with New York Surrogate's Courts. Closing existing financial accounts. Opening estate and trust accounts. Coordinating asset transfers and distributions. Communicate with financial institutions, beneficiaries, fiduciaries, and related professionals regarding estate administration matters. Track deadlines and maintain accurate records throughout the administration process. Tax & Accounting Support Prepare federal and state Estate Tax Returns. Prepare judicial and non-judicial accountings for trusts and estates. Assemble supporting schedules and documentation for fiduciary accountings and tax filings. Maintain detailed financial records and assist with reporting requirements throughout the administration process. Administrative Support Maintain client files and case management records. Draft correspondence and legal documents for attorney review. Coordinate communications with clients, accountants, financial advisors, and government agencies. Assist attorneys with additional estate and trust administration projects as needed. Software Experience Preferred Candidates should have experience with, or the ability to quickly learn: Thomson Reuters ONESOURCE 706 and Accounting Software GEMS 706 and Accounting Software LexisNexis New York Surrogate's Court Forms Microsoft Office Suite, including Word, Outlook, and Excel Qualifications Minimum five (5) years of Trusts & Estates legal assistant, paralegal, or estate administration experience . Strong knowledge of New York Surrogate's Court procedures and filings. Experience preparing Estate Tax Returns and fiduciary accountings. Excellent organizational and time-management skills. Ability to work independently and manage multiple priorities. Strong written and verbal communication skills. Professional, client-service-oriented demeanor. High level of accuracy and attention to detail. A competitive salary commensurate with experience is offered, along with a comprehensive benefits package that includes: Health Insurance (three Oxford plan options; firm pays 60% of employee premiums) Vision Coverage through UnitedHealthcare Firm-paid Life Insurance ($45,000) Flexible Spending Account (FSA) TransitChek Program Paid Time Off (PTO) 401(k) Plan with a 5% employer contribution upon eligibility (90 days from date of hire) This position is fully in-office and requires attendance five days per week (Garden City, NY) #J-18808-Ljbffr SR Staffing