Summary: MCCM is willing to train for this position as an Estate Administration Paralegal. .This position would be responsible for providing paralegal support and assistance to supervising attorneys in all aspects of estate and trust administration within established administrative procedures. The Paralegal maintains professionalism and strict confidentiality in all client and Firm matters.

Essential Duties and Responsibilities: include the following, together with other duties that may be assigned:

• Prepare and file probate petitions and related probate documents with the Surrogate’s Court. Must have knowledge of the Probate Court process including court filings, including petitions to approve accountings, objections and replies to petitions. Ability to manage calendar notice deadlines.
• Marshal assets by contacting banks, brokerage houses, and appraisers. Open, establish, and maintain estate checking accounts. Pay decedent’s bills and administration expenses. Prepare and file inventory of assets with the Surrogate’s Court.
• Prepare and file Federal and New York state estate tax returns. Compile all information required to prepare annual income tax returns. Prepare and monitor extensions to assure that tax returns are filed by deadline. Review completed tax returns, prepare checks, obtain necessary signatures, and forward to taxing authorities. Forward executed tax returns to accountants; maintain archival files.
• Assure that estate or trust accounts are sufficiently funded to pay expenses. If necessary, communicate with necessary parties to transfer funds between accounts.
• Manage trust and probate administration case matter and deadlines.
• Interpret Wills and Trust document to determine beneficiaries and persons entitled to notice.
• Knowledge of exempt property rules to transfer property without probate.
• Prepare receipts and releases and related settlement documents.
• Preparation of fiduciary accountings.
• Coordinate payments of insurance premiums for trusts that maintain insurance policies. This may involve requesting funds from the client.
• Research and investigate any requests, problems or issues, and resolve with appropriate parties.
• Responsible for client contact and communication to clients.
• Maintain up-to-date time reports to ensure accurate client billing.
• Other duties may be requested and/or assigned.

Qualifications:

• College degree in accounting, finance, business and/or income tax preparation, other appropriate field. Applicants with a paralegal certificate or work experience can substitute for degree.
• Five (5) years’ experience in a law firm as a paralegal required in any area.
• Effective organizational, communications and interpersonal skills required. Must be excellent problem-solver and team player.
• Must work effectively with other motivated professionals in a fast-paced environment.

Salary based on experience:  Starting Range $60,000 - $70,000/annual

 Benefits:

• Full-Time  8am -5pm 1 hour lunch.  We are flexible as long as it is 40 hours per week.
• We are 100% in office.  No remote option for this position.
• Pay every 2 weeks
• Benefits
  • Health - Firm pays 75% of single high-deductible health insurance. Family/child/spouse coverage for an additional cost to the employee.
  • Dental - $0 cost for a single plan per pay period.  Family/child/spouse coverage available for an additional cost to the employee.
  • Vision -  Less than $3.00 per pay period.
  • Life Insurance, Long Term Disability and Supplemental Short term disability insurance is 100% paid by the firm.
  • HSA – With firm contribution annually.
  • HRA – Health Reimbursement Account. 
  • FSA – Dependent care available.  Firm does not contribute to this.
  • 401k and Roth 401k Safe Harbor Match -  Firm matches 100% of the first 3% contribution and match 50% for 3-5% contribution.  If you contribute 5% to 401k – firm match is 4%.
    • Safe Harbor Match is 100% employee funds starting on day 1.  There is no waiting to be vested in the firm contribution.
    • No waiting period to contribute to 401k.
  • Health, Dental, visions, HSA, FSA and 401k are all pre-tax deductions.
• Other
  • Monthly birthday and work anniversary celebrations
  • Firm “cook-off’s (Soup, Chili)
  • Big St Patrick’s Day celebration and Holiday Party
  • Summer Solstice Ice Cream Social
  • Administrative Professionals Lunch
  • Any other parties we can think of 😊

Send Resume and Cover Letter

Johanna Winter, McConville Considine Cooman & Morin PC

jwinter@mccmlaw.com or apply using the link below.