Trusts and Estates Paralegal

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 Buffalo, NY location.

Position Responsibilities:

• Assisting with all phases of estate and trust administration
• Prepare pleadings to file with the court to initiate an estate proceeding and for ongoing estate administration
• Monitor and maintain the estate administration and trust administration
• Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
• Prepare federal gift tax returns and moderate to complex income tax returns of individuals, estates, trusts and, to a more limited extent, corporations and partnerships. Assist others with the preparation of federal and New York State estate tax returns
• Marshalling and transfer of assets
• Gather information needed for preparation of tax returns required for an estate and trust administration and initial preparation of related tax returns
• Preparation of estate/trust 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 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’s offer of employment are contingent on:

• Completion of a satisfactory conflicts check
• Completion of a satisfactory background check

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.

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance
• Wellness program

Schedule:

• Day shift
• Monday to Friday

Travel requirement:

• No travel

Ability to Relocate:

• Buffalo, NY 14202: Relocate before starting work (Required)

Work Location: In person