Private Wealth Paralegal (5+ Yrs Exp)

Growing AmLaw 100 Firm - Flexible Hybrid Schedule

Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.

This Jobot Job is hosted by : Scott Rundlett

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Salary : $100,000 - $140,000 per year

A bit about us :

As an AmLaw 100 firm, we're deeply committed to delivering exceptional legal services to our clients. Our innovative approaches, coupled with a rich history of integrity and professionalism, enable us to navigate complex challenges and achieve favorable outcomes. Through a collaborative culture rooted in diversity and inclusivity, we strive to make a meaningful impact in the communities we serve, guided by our core values of integrity, teamwork, and client-centricity.

Why join us?

Joining our team means being part of a dynamic community dedicated to excellence and innovation. As an AmLaw 100 firm, we offer unparalleled opportunities for professional growth and development. Our commitment to diversity and inclusion creates a supportive environment where every voice is heard and valued. We invest in our employees, providing ongoing training, mentorship programs, and resources to help you thrive in your career. Our collaborative culture fosters meaningful relationships and collaborations that transcend boundaries, making us a firm where you can truly make a difference.

Job Details

We are a growing AmLaw 100 firm seeking an experienced Private Wealth Paralegal to join our team. In this role, you will support attorneys in the management and administration of complex trusts and estates matters. You’ll have the opportunity to work directly with clients and advisors, overseeing all stages of probate, trust administration, and estate tax compliance. We also offer a hybrid work schedule for added flexibility.

What You’ll Do

Oversee all aspects of estate and trust administration, including probate filings, asset collection, and distributions.

Prepare and file federal and state estate tax returns, court inventories, and related documentation.

Coordinate funding of trusts, asset transfers, and account management.

Assist with estate and gift tax audits when necessary.

Draft client correspondence, organize case files, and maintain accurate billing records.

Provide guidance and occasional supervision to junior paralegal staff.

What We’re Looking For

Bachelor’s degree required; ABA-approved paralegal certificate preferred.

5+ years of progressive trust and estate administration experience, ideally within a law firm.

Strong knowledge of probate procedures, trust administration, and fiduciary accounting.

Experience preparing estate and gift tax returns; familiarity with estate tax software a plus.

Proficiency in Westlaw, Microsoft Office Suite, and estate / trust management databases.

Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.

Excellent communication, research, and problem-solving skills.

Flexibility for occasional overtime and travel as needed.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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