Bond, Schoeneck & King, PLLC, a law firm of 300 attorneys in over 30 practice groups, is accepting applications for a full-time Trust and Estates Paralegal to support our Trust and Estate Department in our Rochester, NY location.
Position Responsibilities:
Assisting with all phases of estate and trust administration
Prepare pleadings to file with courts to initiate estate proceedings and judicial settlement proceedings
Monitor and maintain the administration of assigned estates and trusts
Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
Prepare federal and New York State estate tax returns, as required
Marshalling and transfer of assets
Gather information needed for preparation of fiduciary income tax returns required for estates and trusts; conduct initial preparation of tax returns
Preparation of estate/trust judicial accountings
eFiling of documents in various counties
Obtains work assignments from attorneys in their office or assigned department
Conducts investigations, prepares correspondence or documents for attorneys review
Contacts court administration and regulatory bodies as needed to fulfill job assignment
Maintains annual billable hours as set by the Firm
Performs other duties, projects and assignments as needed to support the Firm
Job Requirements:
Minimum of 2 years of trust and estate related experience, including a background in trusts and estates and probate, with a law firm or in-house legal department (Required); and
Either a minimum of 2 years of college, Paralegal Certificate or equivalent work experience or Bachelor’s degree in Accounting/Tax
Must be an independent, proactive, organized and diligent worker and able to work with minimal direction;
Must be able to respond quickly and positively to shifting demands and opportunities;
Must be able to create positive working relationships and effectively communicate with all parties in the transaction;
Must demonstrate strong analytical and problem-solving skills;
Must possess excellent writing and verbal skills;
Must be able to multi-task, be detailed oriented and be able to prioritize daily tasks and responsibilities;
Experience with bookkeeping, tax and estate administration software programs a plus
At Bond, exceptional work product and a collegial work environment are cornerstones of our success. We are committed to the communities in which we live and work. Bond has long recognized the value, both to its team and to our communities, of active participation in and support of charitable, governmental, professional and community-based organizations.
This position's salary range is between $65,000 and $75,000 negotiable based on years’ experience.
Bond, Schoeneck & King PLLC continues to provide all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state or federal law.We thank all applicants for their interest and will contact those candidates who are under consideration.
Bond, Schoeneck & King condemns anti-Semitism, Islamophobia, racism, homophobia and bigotry of any kind. Bond remains committed to promoting anti-bigotry and intentional diversity throughout our communities and the legal profession. Civility and respect are cornerstones of the legal profession and our law firm.
Bond, Schoeneck & King, PLLC, a law firm of 300 attorneys in over 30 practice groups, is accepting applications for a full-time Trust and Estates Paralegal to support our Trust and Estate Department in our Rochester, NY location.
Position Responsibilities:
Assisting with all phases of estate and trust administration
Prepare pleadings to file with courts to initiate estate proceedings and judicial settlement proceedings
Monitor and maintain the administration of assigned estates and trusts
Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
Prepare federal and New York State estate tax returns, as required
Marshalling and transfer of assets
Gather information needed for preparation of fiduciary income tax returns required for estates and trusts; conduct initial preparation of tax returns
Preparation of estate/trust judicial accountings
eFiling of documents in various counties
Obtains work assignments from attorneys in their office or assigned department
Conducts investigations, prepares correspondence or documents for attorneys review
Contacts court administration and regulatory bodies as needed to fulfill job assignment
Maintains annual billable hours as set by the Firm
Performs other duties, projects and assignments as needed to support the Firm
Job Requirements:
Minimum of 2 years of trust and estate related experience, including a background in trusts and estates and probate, with a law firm or in-house legal department (Required); and
Either a minimum of 2 years of college, Paralegal Certificate or equivalent work experience or Bachelor’s degree in Accounting/Tax
Must be an independent, proactive, organized and diligent worker and able to work with minimal direction;
Must be able to respond quickly and positively to shifting demands and opportunities;
Must be able to create positive working relationships and effectively communicate with all parties in the transaction;
Must demonstrate strong analytical and problem-solving skills;
Must possess excellent writing and verbal skills;
Must be able to multi-task, be detailed oriented and be able to prioritize daily tasks and responsibilities;
Experience with bookkeeping, tax and estate administration software programs a plus
At Bond, exceptional work product and a collegial work environment are cornerstones of our success. We are committed to the communities in which we live and work. Bond has long recognized the value, both to its team and to our communities, of active participation in and support of charitable, governmental, professional and community-based organizations.
This position's salary range is between $65,000 and $75,000 negotiable based on years’ experience.
Bond, Schoeneck & King PLLC continues to provide all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state or federal law.We thank all applicants for their interest and will contact those candidates who are under consideration.
Bond, Schoeneck & King condemns anti-Semitism, Islamophobia, racism, homophobia and bigotry of any kind. Bond remains committed to promoting anti-bigotry and intentional diversity throughout our communities and the legal profession. Civility and respect are cornerstones of the legal profession and our law firm.