About the Firm:
Dynamic growing Law Firm is seeking a Trust & Estate Paralegal.
This firm has embraced the changes we had to go through in the last 18 months.  The flexibility of the law firm has led to its success. This firm is financially stable and looking towards the future.
A full-service firm.
Trust & Estate Practice
Their practice is a robust sophisticated practice that manages all aspects of  Trust & Estates. Which includes estate planning, administration, and litigation. 
This firm has a competitive compensation package and excellent benefits.
Your Role in this dynamic team will include, but not limited to:

Assisting with the drafting and reviewing of legal documents. Related to probate and/or administration matters in the Surrogate’s Court.
Drafting of Estate/ Gift tax returns (including forms: 706, ET-706 and 709).
Drafting of formal judicial accountings and/or voluntary accountings in surrogate’s court.
Drafting deeds and deed transfer paperwork.
Drafting receipts and releases with respect to estate administration.
Monitoring and ensuring compliance with court rules and state and federal regulations.

Location:

Easy access from parkways, and back roads
Excellent parking
Close to local commerce (restaurants, pharmacy’s, etc.)

Background Profile:
Take pride in your work and be part of the team.  Work independently and within a team.

5-8 years experience as a paralegal with litigation experience
Experience with e-filing matters on NYSCEF.
Experience with the estate tax and accounting applications such as Thomson Reuters (formally “Zane”).
Experience with drafting excel spreadsheets with respect to estate asset analysis.
Great attention to detail, time management, and the ability to prioritize work tasks effectively.
Organization and multitasking skills relating to surrogate’s court and tax matters.
Comfortable working with all levels of business professionals, including but not limited to senior management and colleagues in all departments at a fast pace.
Proficiency in Microsoft Word, Excel, Outlook, Research on databases such as ‘West Law’

All submissions are confidential.  Send your CV along with why you are seeking a new position to Shari@onbalancesearch.com.