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Location : New York - Buffalo
Refer to Job # SRXS746578
Estates and Trusts/General Tax Paralegal The candidate provides paralegal assistance to the estates and trusts attorneys and cost effective representation of the firms client, ideally dividing time working 50% on tax matters and 50% on Surrogate's Court matters. Drafts documents and various taxing authorities and assists in a variety of tasks for the attorneys in the department. With regard to tax matters, he/she prepares fiduciary income tax returns, estate and gift tax returns and court accountings, using guidelines set by the attorneys. AAS in Paralegal studies; Baccalaureate Degree in Paralegal studies or related field of study preferred. Must have knowledge of legal principles and practices in the estate and trust area at a level normally acquired through and/or equivalent to 3+ years full-time paralegal experience. 3+ years of experience in estate and trust field preferred. Knowledge and experience in Surrogates Court procedures and with taxing authorities, as well as demonstrated writing and tax preparation ability preferred. Experience preparing fiduciary income tax returns, estate and gift tax returns preferred. Commensurate combination of education and experience will be considered. Should be customer focused, able to demonstrate specific instances of outstanding client service, including identifying and anticipating needs, delivering to expectations and follow through. Demonstrates initiative and perseverance in meeting stated deadlines is required. Competent in the full range of computer software related to the position including relevant databases, MSOffice suite is needed.
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