Trusts and Estates Paralegal

Lewis Search Group · New York City, NY, US

PostJobFree Posted May 13, 2026 First seen May 17, 2026
T&E Paralegal The Trusts & Estates Team is in search of a Paralegal with a positive, flexible attitude to assist multiple attorneys. You will thrive in this role if you have: 3+ years of estate administration experience (required) Experience preparing estate and trust accountings (required) Experience preparing estate tax returns and fiduciary income tax returns (required) A high level of initiative, and ability to follow through on numerous ongoing projects in a busy environment Exceptional oral and written communication, and organizational skills Strong proofreading and analytical skills to ensure top quality of legal documents Proficiency with MS Office, including Word, Outlook and Excel, and able to efficiently use technology resources This Paralegal will be responsible for working on estate administration matters for both taxable and non-taxable estates. Do you have the drive and desire to: Interact with a wide variety of clients in person, on the phone, via email and video conferencing Draft, edit, and review probate and administration related documents Assist clients with retitling assets Assemble and organize financial records for estate tax returns and audits Prepare, edit, and review estate tax returns Prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts Exhibit well-developed interpersonal skills (exude patience and empathy), particularly with clients Complete a minimum 1400 billable hours annually Believe in the firm’s core values: integrity, respect, accountability, ingenuity, teamwork, inclusion and engagement Enjoy working with diverse personalities within various levels of the firm Are comfortable working a hybrid schedule (1 day remote) The anticipated weekly schedule is 35 hours per week.