Private Wealth Paralegal- 3604110

• Minimum 5 years of law firm experience in Private Wealth, Trusts & Estates, or related practice area
• Experience with probate, estate administration, and fiduciary matters required
• Working knowledge of estate and gift tax returns, including 706 and 709 filings
• Familiarity with powers of attorney and medical directives
• Experience with GEMS, Addepar, Orion, E-Money, or similar platforms preferred
• Strong technical skills in Microsoft Excel, Outlook, and Word
• Bachelor’s degree in Accounting, Finance, or related field preferred
• Excellent communication, organizational, and interpersonal skills
• Ability to manage multiple priorities while maintaining attention to detail
• Strong customer service mindset and ability to work effectively with attorneys, clients, and staff

A prestigious law firm is seeking an experienced Private Wealth Paralegal to support attorneys in its Private Wealth practice group. This position requires a detail-oriented professional who thrives in a fast-paced environment and can manage sensitive and confidential matters with professionalism and discretion.

The ideal candidate will have strong experience in estate and trust administration, tax return preparation, and client communication. Candidates must be comfortable working independently while also collaborating across offices and support teams.

• →Handle complex probate, trust, and estate administration matters
• →Prepare federal gift and estate tax returns, including 706 and 709 returns
• →Draft and manage powers of attorney, medical directives, and related estate planning documents
• →Serve as liaison between clients, attorneys, courts, and outside advisors
• →Maintain organized case and financial records using internal and industry-specific systems
• →Assist with financial account administration and reporting
• →Provide high-level support to Private Wealth attorneys in DC and NY offices
• →Collaborate with internal technology specialists and cross-office teams as needed
• →Deliver exceptional client service while maintaining accuracy and efficiency

• Standard schedule is 8:30 AM - 5:00 PM or 9:00 AM - 5:30 PM
• Each attorney is paired with a dedicated assistant
• Opportunity to work closely with high-net-worth individuals and sophisticated estate planning matters
• Firm provides training on internal technology and systems