This private clients practice helps clients protect and administer family wealth, and plan for the transmission of wealth to family members and charities, with sophisticated but practical tax advice integrated into confidential estate plans that reflect clients’ family, charitable and business objectives. The Private Clients paralegal will provide support to the U.S. private clients lawyers in all aspects of trust and estate administration. Prepare, edit and review probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequests Prepare, edit and review federal and state estate tax returns Prepare, edit and review informal estate and trust accountings, administration of ongoing trusts, including distribution requests and income tax payments Review Form 1041s prepared by outside accountants Prepare, edit and review receipt and release agreements, fiduciary appointments and tax planning under the supervision of attorneys and meet necessary deadlines Liaise with attorneys, clients and various government agencies and services 5+ years of exp. as T&E paralegal B.A.required Estate administration experience, including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns, probate documents and Surrogate’s Court related filings Knowledge of estate and trust income taxation Knowledge of fiduciary accounting preferred Experience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate’s Court program and Excel