Paralegal - Wealth Preservation

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.

ESSENTIAL FUNCTIONS:

• 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; and
• Assist clients to fund trusts and retitle assets.

* The statements contained in this job description are not necessarily all-inclusive; additional duties may be assigned and job requirements may vary from time to time.

EDUCATION, EXPERIENCE, AND OTHER 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.

Company Benefits:

• 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

Porzio Bromberg & Newman, P.C. is an equal opportunity employer – women and minorities are encouraged to apply.