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Cozen O’Connor is seeking a full-time Trust and Estate Administration Paralegal to support the Private Client, Trusts and Estates (“PCTE”) group in the New York office. The PCTE group has unsurpassed experience in representing executors, trustees, and beneficiaries in the full range of trust and estate administration matters, from the settlement of estates to tax return preparation and audits, to ongoing trust accounting and implementation. PCTE is looking for a dedicated paralegal to support its attorneys in taking a practical and personalized approach to serving clients. The ideal candidate will have 5+ years’ experience, advanced knowledge of the administration of trusts and estates, experience with taxable estates, the ability to manage confidential information with discretion, strong interpersonal skills to build a rapport with clients, and a desire to grow in the position. If you thrive in a dynamic environment and are dedicated to offering the highest level of client service, apply today! The position offers a hybrid work schedule of up to 3 days in the office and 2 days remote.
Responsibilities
• Lead contact for trust beneficiaries and trustees to facilitate trust distributions, working with financial advisors to maintain accurate trust investment and loan statements; facilitating the annual tax reporting statements and tax returns amongst accountants, financial advisors, trustees and beneficiaries
• Manage day-to-day aspects of estate administration with moderate supervision by attorneys; and prepare Federal and State estate and inheritance tax returns
• Prepare Federal gift tax returns
• Coordinate the delivery of certain family office services with our HomeBase team, Cozen O’Connor’s integrated family office, for a completely customized client experience
Experience with basic computer programs (including Excel) and a familiarity with basic accounting functions is required. Familiarity with OneSource, the tax return preparation system currently being used, is preferred but not required.
Qualifications
A minimum of 3 years of experience in a legal environment.
Ability to manage confidential information with discretion.
Strong interpersonal skills to build a rapport with team and clients.
Detail oriented, able to work independently, and possess excellent organizational and written/oral communication skills.
Must have the motivation and skill to juggle multiple priorities in a fast-paced environment.
Proven computer/technology skills. Microsoft Office Suite a must.
A four-year college degree and/or paralegal certificate required.
