Paralegal - Corporate and Trusts & Estates

Location: Albany NY (100% Onsite)

Are you a motivated self-starter? Do you have paralegal experience? Are you excited about the opportunity to join an innovative, growing law firm that has been successful for more than 170 years? 

The Team at Harris Beach Murtha is in search of a Paralegal with a positive, flexible attitude to assist multiple attorneys.  You will THRIVE in this role if you have:

• 3+years of experience as a trusts and estates paralegal required, 5+ years of experience preferred

• Experience preparing Surrogate’s Court filings, fiduciary accountings, and tax returns (including Forms 1041, 706, and related New York forms)
• The ability to assist with estate administration, including asset inventory, valuation, distribution, and probate documentation
• Strong organizational, analytical, and proofreading skills to ensure accuracy of legal documents
• Exceptional oral and written communication skills, with a client-focused approach
• Proficiency in Microsoft Office (Word, Excel, Outlook); experience with fiduciary income tax preparation and fiduciary accounting software a plus
• A Notary Public license (or willingness to obtain one after hire)

The HBM Team needs a Paralegal to support attorneys with a wide range of business succession, estate planning and administration matters. Do you have the DRIVE and DESIRE to:

• Prepare and file probate documents, fiduciary accountings, and related court filings
• Assist with estate and trust administration, including asset tracking, funding, and beneficiary communications
• Draft and finalize estate planning documents, including wills, trusts, powers of attorney, and beneficiary designations and assist in retitling assets in accordance with attorney direction
• Assemble and organize financial records for fiduciary accountings, estate tax returns, and audits
• Prepare, edit, and review fiduciary accountings, estate tax returns, fiduciary income tax returns, and settlement papers for both informal and formal settlement of estates and trusts
• Conduct legal research related to trusts, estates, tax regulations, and case law
• Communicate with clients to gather information, provide updates, and respond to inquiries
• Organize and maintain physical and electronic files to ensure accessibility and accuracy
• Support attorneys with case management and day-to-day administrative needs
• Perform additional duties as assigned

Harris Beach Murtha recognizes everyone has a right to be included. You will be SUCCESSFUL in your career at the firm if you:

• Exhibit well-developed interpersonal skills (exude patience and empathy), particularly with clients

• Can manage multiple priorities and meet deadlines in a fast-paced environment

• Complete a minimum 1400 billable hours annually
• Believe in the firm’s core values: integrity, respect, accountability, ingenuity, teamwork, inclusion and engagement

• Enjoy working with diverse personalities within various levels of the firm

Salary information below will vary depending upon relevant experience for the position, geographic locations and weekly hours schedule. The anticipated weekly schedule for the Paralegal in Albany is 37.5 hours per week.

Albany:$33.34 - $43.59/hour

Harris Beach Murtha offers a comprehensive benefits package that supports both professional and personal well-being. Benefits include medical, dental, and vision insurances; health savings and flexible spending account options; life and disability insurances; retirement plan including 401(k) and profit sharing; paid leave programs; employee assistance resources; commuter and parking benefits where applicable; and professional development opportunities. Eligibility for benefits is subject to applicable plan terms and firm policies.

Harris Beach Murtha is not accepting candidate submissions from recruiting agencies for this position during the first two weeks after posting. Following this period, agencies with an active fee agreement with the firm may reach out to our internal recruitment team atresumes@harrisbeachmurtha.com to inquire about potential collaboration for this position. 

Harris Beach Murtha is committed to an inclusive environment and we welcome applications from diverse candidates with varied background and skills, including military experience. Harris Beach Murtha Cullina PLLC is an Equal Opportunity Employer.

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