Paralegal - Wealth Preservation Job at Porzio, Bromberg & Newman, P.C.

Job Description

Porzio, Bromberg & Newman, P.C. ("Porzio"), is a highly-respected, well-established and expanding law firm with two subsidiary companies and offices in NJ, NY, MA, DE, PA, and San Juan, Puerto Rico. Porzio is looking for a full-time, non-exempt Paralegal to join its Wealth Preservation team. Wealth Preservation paralegals are responsible for managing complex matters and/or complex projects and work under the direct supervision of an attorney. Wealth Preservation paralegals are expected to perform at a high level of productivity, effectiveness and competence.

Job Responsibility

Obtain letters of administration, testamentary, and trusteeship
Assist with bonding process for administrators, executors, and trustees
Maintain and prepare fiduciary accountings
Manage estate administration process (including calendaring and coordination of document collection process with clients)
Prepare state and federal tax returns (including estate, inheritance and gift tax returns)
Prepare estate and trust settlement agreements, refunding bonds and releases
Prepare surrogate court filings
Calculate fiduciary commissions
Assist clients to fund trusts and retitle assets

Requirements

Bachelor’s degree preferred
Paralegal Certificate, from an ABA-approved program, preferred
Project management experience or training preferred
A minimum of three (3) years of relevant experience
Demonstrated mastery of practice area skills, professional skills, and knowledge of internal operations sufficient to handle routine matters within individual area of authority using discretion and initiative
Strong verbal, written, analytical, organizational and interpersonal skills
Flexibility in daily work schedule to meet company/client needs during periods of heavy workload
Flexibility in schedule to travel on company/client-related business
A valid driver’s license and/or ability to transport oneself to off-site project locations independent of mass transit

What we offer

Medical, Dental, and Vision insurance
401(k) retirement plan with employer matching
Individual and Dependent Life Insurance
Short- and Long-Term Disability
Paid Time Off
Paid Holidays
Employee Assistance Programs

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Paralegal - Wealth Preservation

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