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The New York City Office of an AmLaw Firm is looking for a Private Client Paralegal to be an integral part of a group which has a highly regarded Private Client Practice. This is a great opportunity for a Paralegal who has experience working on matters related to complex estates and trusts and who has handled matters related large estates. You will build rewarding client connections, work on a range of matters and projects and work with clients as a trusted advisor - performing personal and meaningful work.

JOB DESCRIPTION:

Preparation of estate tax returns and fiduciary income tax returns; maintaining accountings for estates and revocable trusts and preparing final accountings with receipts and releases; communicating with clients directly as well as with their banking representatives, investment advisors and accountants

Prepare documents for probate and other Surrogate's Court filings

Prepare estate and gift tax projections and calculate available generation-skipping transfer tax exemption and estate planning trusts that transfer wealth tax-effeciently

Prepare spreadsheets reflecting alternative estate planning options

Compile voluminous exhibits for tax filings and legal proceedings

Prepare clients' billing statements on a monthly basis

Prepare incapacity documents

Maintain Trust & Estates department client documents database and locked filing cabinets containing original documents, including Wills of clients

Meet with clients and assist with execution of documents

QUALIFICATIONS/REQUIREMENTS:

Bachelor's DegreeAt least 3 years of experience as a Paralegal supporting attorneys whose practice focuses on Private Client, Private Wealth and/or T&EStrong interpersonal skills, including the ability to work effectively with all levels of staffProficiency with MS OfficeExperience managing and mentoring staffStrong work ethic and flexibility to meet the demands of the positionWillingness to work a hybrid schedule and overtime when needed

If you are qualified, interested and looking to learn more, please send an MS Word version or PDF version of your resume to Jess Levinson at [email protected]

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