Maxim staffing Jobs in Rochester, NY

Provide legal support to the Tax Trusts and Estates Attorneys, focusing on detail and accuracy. Ensure all financial data and legal documents are complete and error-free, meticulously reviewing all work for discrepancies.

A Tax Trusts and Estates Paralegal with a strong background, capable of working independently and with clients and third parties to resolve and finalize issues.

Manage checkbooks for estate and trust accounts where attorneys in the firm serve as fiduciaries.

Prepare and process checks for estate expenses, beneficiary distributions, and other disbursements.

Coordinate with designated attorney(s) to ensure timely payment of bills and invoices from estate and trust accounts.

Regularly reconcile bank statements and maintain accurate transaction records.

Assist in developing and maintaining an organized internal accounting system for estates and trusts.

Contribute to streamlining internal processes to improve efficiency and reduce costs associated with preparing estate and trust accountings.

Communicate with clients, beneficiaries, and other professionals (accountants, financial advisors) to gather information and provide updates.

Maintain organized client files and ensure all documentation is current.

Gather and analyze probate and non-probate asset information, including real estate holdings, investment accounts, retirement plans, and business interests.

Obtain date-of-death valuations for all assets, coordinating with appraisers, financial institutions, and valuation companies as needed.

Prepare detailed inventories of estate assets and liabilities.

Assist with the preparation and filing of estate accountings.

Manage the collection and organization of supporting documentation for estate and inheritance tax returns (IRS Form 706, NY Form ET-706, NJ IT-R, etc.) and other filings.

Assist with the preparation and filing of trust accountings.

Track trust income and distributions.

Maintain accurate records of trust assets, income, expenses, and beneficiaries.

Develop comprehensive estate tax projections, considering various tax scenarios and planning strategies in consultation with designated attorney(s).

Estimate estate administration expenses, including executor fees, attorney fees, and court costs in consultation with designated attorney(s).

Assist with probate / Surrogate’s Court filings and procedures.

Conduct process-specific research (e.g., obtaining apostille on notarized document for international use) as needed.

Contribute to the development of consistent internal processes for :

Service of process on interested parties and filing of affidavits of service with Court.

Electronic and physical filing of documents with the Surrogate's Courts.

Ability to multitask and prioritize assignments while consistently delivering quality work product to both attorneys and clients.

Proficiency with Microsoft Office, particularly Word, Outlook, Excel and iManage Document Management

3+ years of Tax Trusts and Estates Paralegal experience in a Law Firm

Associate / Bachelor’s Degree and / or Paralegal Certificate required.