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    Trusts and Estates Coordinator - New York, United States - Lexitas Legal Talent Outsourcing

    Lexitas Legal Talent Outsourcing
    Lexitas Legal Talent Outsourcing New York, United States

    2 weeks ago

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    Description

    Our client, an international law firm, is currently seeking a full-time Trusts & Estates Coordinator/Paralegal to be based in their New York City office. This position will support the Corporate, Tax and Private Client practice group and will report to the Senior Practice Director for the practice group, with daily work performed primarily under the direction of assigned practice group lawyers and/or paraprofessionals. The position is hybrid; 3 days in the office and 2 days remote per week.

    Responsibilities

    • Draft correspondence and communicate with taxing authorities.
    • Assist in preparation and filing of tax returns.
    • Review bank and other financial statements.
    • Prepare final estate planning letters with copies of executed documents and email clients PDF versions of executed documents.
    • Prepare, review and finalize binders of estate planning documents.
    • Send out real estate documents to be recorded.
    • Obtain and maintain Employer Identification Numbers and PTIN assignments.
    • Assemble information for the preparation of accounting.
    • Maintain and calendar tax returns and estate administration due dates.
    • Organize and maintain client files.
    • Other duties as assigned to fully meet the requirements of the position.

    Experiences and Qualifications

    • Bachelor's or Associates Degree required or Paralegal Certificate and equivalent experience.
    • Trusts and estates experience is a plus, but not required.
    • Strong verbal, written, analytical, organizational, and interpersonal skills.
    • Professional demeanor, superior client service skills and attention to detail are essential.
    • Must have the ability to interact and work productively with all levels of lawyers, paraprofessionals and business services team members.
    • Ability to maintain discretion and privacy with confidential matters and documents.
    • Must have the ability to meet deadlines and work well under pressure.
    • Strong computer technical skills and demonstrated ability to learn new software.
    • Proficiency in Microsoft Office Suite, PDF creation tool(s) and document management is required.
    • Ability to work overtime as needed.

    Salary Range: New York ($60,000 - $65,000)

    The firm offers a competitive salary and benefits package including medical, dental, vision, 401k, profit sharing, short-term/long-term disability, life insurance, tuition reimbursement, paid time off, paid holidays and discretionary bonuses.

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