Senior Trust & Estates Paralegal

Overview

This role supports high-profile partners , handling sophisticated estate planning gift / estate tax filings , and trust administration for ultra-high-net-worth clients. You'll be working in a client-facing role alongside an exceptional group of attorneys in a team-oriented, high-performance environment.

Responsibilities

• Draft and manage gift tax and estate tax returns
• Work with multi-family structures , trusts, and high-value portfolios
• Collaborate directly with attorneys and clients on trust administration, probate, and estate planning
• Maintain and reconcile financial records, G / L accounts, 1099s, K-1s
• Prepare fiduciary income tax returns and coordinate tax filings
• Manage trust funding and post-death administration
• Engage with clients and financial advisors directly

Qualifications

Why This Role?

Employment details

Medical insurance

Vision insurance

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