Whiteman Osterman & Hanna LLP

Whiteman Osterman & Hanna LLP’s Estate Planning and Administration Practice Group is seeking a well-organized, numbers-oriented, team player to join its team at our Corporate Woods location.. The ideal candidate should have experience as a Trusts and Estates Paralegal, Trust Officer, or Tax Preparer, or in another relevant professional field.. Prepare Surrogate’s Court filings related to the probate of wills and appointment of fiduciaries. Monitor estate and trust administration progress and calendar internal and external deadlines. Trusts & Estates experience is strongly preferred

paralegal

Since its founding in 1975, Whiteman Osterman & Hanna LLP has grown to become the largest, and one of the most well-respected law firms in the Capital Region. We have a diverse practice that goes beyond the conventional, fostering new ideas and approaches.
Whiteman Osterman & Hanna LLP’s Estate Planning and Administration Practice Group is seeking a well-organized, numbers-oriented, team player to join its team at our Corporate Woods location. The ideal candidate should have experience as a Trusts and Estates Paralegal, Trust Officer, or Tax Preparer, or in another relevant professional field.
The Role:
Prepare Surrogate’s Court filings related to the probate of wills and appointment of fiduciaries
Assist in transferring assets, including working with financial professionals and clients to complete transfer paperwork
Prepare asset inventories and judicial and non-judicial estate and trust accountings
Prepare estate tax returns and related projections
Monitor estate and trust administration progress and calendar internal and external deadlines
Perform administrative tasks with supporting staff
Skills for Success:
Very strong organizational skills
Proficiency in Microsoft Word & Excel
Familiarity with accounting and tax software
Required:
College Degree and/or paralegal certificate or equivalent combination of education and experience
Trusts & Estates experience is strongly preferred
-we are willing to train the right candidate.

Why Whiteman Osterman & Hanna LLP?:
A generous benefit offering package including:
Medical
Dental
401(k) with company match and profit-sharing options
Generous time off package
Corporate discounts to various businesses
Opportunities to support and be active in the community
And more!

Compensation Range: $28.85-43.27/hour
In addition to Whiteman Osterman & Hanna’s depth of legal knowledge, we are dedicated to creating a positive and rewarding work environment for all employees – attorneys and staff alike. Our focus has always been to make our Firm family-friendly. No matter the position at the Firm, Whiteman Osterman & Hanna treats everyone as colleagues rather than subordinates. We hold many events for our employees and their families and have activities in the office throughout the year to help make the work environment more enjoyable.
If this sounds like the right opportunity, we invite you to apply to join our team!

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