4209 - Paralegal - Trusts & Estates - Nixon Peabody : Job Details

Job ID: 4209Position: ParalegalLocation: Rochester, NYPractice Area:Open Date: Thursday, October 24, 2024Job Function: StaffJob Description:

An experienced Trust & Estates paralegal who is highly motivated and customer-service oriented is sought for our Private Clients group to work collaboratively with internal colleagues and with external clients, advisors, and trust and tax professionals. A hybrid work schedule is available for this position.

A career at Nixon Peabody is the opportunity to do work that matters. It's the chance to use your knowledge to shape what's ahead. To share, to innovate, to learn at a firm that taps the power of collective thinking.

We've created a dynamic, energizing environment that promotes success for our clients and each other. We offer fast growth, connectedness and training in business as well as law. And our rigorous standards assure you are part of a diverse team of top talent at every turn.

If you're someone who's looking toward the future, we'd love to hear from you.

Location: Rochester, NY

• Assist with all aspects of the administration of estates.
• Preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts.
• Communication (in person, by telephone and in writing) with clients to obtain information required for probate and estate administration; communication with banks, businesses, insurance companies, brokerage firms, and others to collect asset information or information to collect assets and/or liquidate assets.
• Preparation and transmittal of all necessary papers to transfer securities.
• Preparation and filing of claims for insurance proceeds and death benefits.
• Preparation and allowance of accounts in the probate court; preparation of trust accountings.
• Preparation of federal and state estate tax returns.
• Opening and closing estate accounts.
• Perform other duties as assigned.

To perform this job successfully, you must be able to perform each essential job responsibility listed above, satisfactorily, with or without reasonable accommodation. Nixon Peabody retains the right to change or assign other duties to this position. The requirements listed below are representative of the skills and abilities required.

Job Requirements:

• Minimum 5 years of experience as a Trust & Estates Paralegal.
• Bachelor's degree and paralegal certificate or appropriate job-related experience required.
• Experience in probate matters, including drafting petitions and settlement of accounts.
• Experience preparing federal and state estate tax returns.
• Experience with trust administration, including the calculation and funding of trust shares.
• Working knowledge of fiduciary income tax.
• Excellent organizational, communication, analytical and critical thinking skills.
• Ability to work independently, plan and take the initiative to accomplish objectives in a timely manner.
• Client service skills and ability to manage projects and handle multiple competing priorities.

Nixon Peabody LLP is an Equal Opportunity / Affirmative Action Employer: Disability / Female / Gender Identity / Minority / Sexual Orientation / Veteran.

To comply with Federal law, Nixon Peabody participates in E-Verify. All newly-hired employees are verified through this electronic system established by the Department of Homeland Security (DHS) and the Social Security Administration (SSA) to confirm their identity and employment eligibility. Please refer to the Notice of E-Verify Participation and the Right to Work posters on the Nixon Peabody Careers page for more information.

In accordance with applicable Federal and State laws, the anticipated annual salary range for this position, depending on location, is as follows:

• Rochester, NY: $65,140 to $104,346

In addition to a standard benefits package, this role may be eligible for additional contingent compensation based on an array of factors, including but not limited to: work performance, geographic location, work experience, education, and qualifications. Because such contingent compensation is not yet calculable or may be zero ($0) in some circumstances, the above-listed salary range(s) are Nixon Peabody's good faith estimate of the annual salary(ies) it reasonably expects to pay for the position at the time of this posting.

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