Beacon Hill · 5 hours ago
Trust & Estate Paralegal
New York, NY
Full-time
Hybrid
Mid Level
$120K/yr - $140K/yr
3+ years expBeacon Hill is a well-established law firm seeking a Trust & Estates Paralegal to support a busy private wealth practice. This role involves managing trust and estate administration, tax-related filings, and ensuring fiduciary compliance while collaborating closely with attorneys and external advisors.
Staffing Agency
Responsibilities
Administer trust and estate accounts, including bookkeeping, distributions, and record-keeping
Prepare and review annual trust account statements and related financial reports
Assist with estate, gift, and fiduciary income tax filings, including coordination with accountants and advisors
Manage probate and surrogate's court filings and related submissions
Compile documentation for gifts to trusts and beneficiary distributions
Draft trust agreements and related estate planning documents
Monitor investment statements and analyze monthly trust activity
Create and manage budgets forecasting trust income, expenses, and distributions
Process trust-related payments, including checks and authorization letters
Support trustee and executor compliance with fiduciary obligations
Maintain regular communication with trustees, grantors, beneficiaries, and advisors
Provide general administrative and paralegal support to the Trust & Estates practice
Qualification
Required
3+ years of experience in Trust & Estates, Private Wealth, or fiduciary administration
Experience with trust accounting, distributions, and financial reporting
Exposure to estate and gift tax matters and fiduciary income tax filings
Familiarity with probate and trust-related court filings
Proficiency with Excel and accounting or trust administration software
Strong organizational skills with the ability to manage multiple deadlines
Excellent written and verbal communication skills
Ability to work independently while collaborating with a small, close-knit team
Preferred
Experience with UltraTax or similar tax software is a plus
Benefits
Medical
Dental
Vision
Federal and state leave programs
Company
Beacon Hill
Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Amber Leslie
Executive Assistant to CEO
Amy Van Sicklin
Chief Culture Officer
Recent News
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