Opportunity Description
Position summary Under general supervision and in alignment with established policies and procedures, the Trusts & Estates Paralegal provides legal and general support to the firm's attorneys and clients. This role requires familiarity with the firm's internal guidelines and a commitment to following them. Must maintain positive working relationships with attorneys (both in-house and external counsel), support staff, clients, and vendors. Observes confidentiality in all client and firm matters. This position is dynamic, and the duties and responsibilities may evolve based on the needs of the firm. Job duties and responsibilities Administer trust accounts for the wealth preservation practice group Manage bookkeeping, distributions, and record-keeping for trust and estate accounts Prepare and review annual trust account statements Experience in preparing Estate and Gift Tax returns Oversee tax filings and court submissions, including probate and other estate and trust-related surrogate's...