Insero & Co CPAs is recruiting for an Estate Paralegal for a small law firm in the downtown area (client of the firm). Responsible for providing paralegal support and assistance to supervising attorneys in all aspects of estate and trust administration. This is a direct hire opportunity.
Prepare and file probate petitions and related probate documents with the Surrogate’s Court.
Marshal assets by contacting banks, brokerage houses, and appraisers. Open, establish, and maintain estate checking accounts. Pay decedent’s bills and administration expenses. Prepare and file inventory of assets with the Surrogate’s Court.
Prepare and file Federal and New York state estate tax returns. Compile all information required to prepare annual income tax returns. Prepare and monitor extensions to assure that tax returns are filed by deadline. Review completed tax returns, prepare checks, obtain necessary signatures, and forward to taxing authorities. Forward executed tax returns to accountants; maintain archival files.
Assure that estate or trust accounts are sufficiently funded to pay expenses. If necessary, communicate with necessary parties to transfer funds between accounts.
Manage trust and probate administration case matter and deadlines.
Interpret Wills and Trust document to determine beneficiaries and persons entitled to notice.
Prepare receipts and releases and related settlement documents.
Preparation of fiduciary accountings.
Coordinate payments of insurance premiums for trusts that maintain insurance policies. This may involve requesting funds from the client.
Research and investigate any requests, problems or issues, and resolve with appropriate parties.
Responsible for client contact and communication to clients.
Maintain up-to-date time reports to ensure accurate client billing.
Other duties may be requested and/or assigned.
A minimum of 3 years of experience as a Paralegal in estate administration. Must have knowledge of the Probate Court process including court filings, including petitions to approve accountings, objections and replies to petitions. Ability to manage calendar notice deadlines. Ability to work both independently and as a member of a team and to communicate effectively through both written and oral communications.
ABOUT THE ORGANIZATION Insero & Co has grown into one of the premier CPA firms in Western, Upstate and the Southern Tier of NY through uncompromising commitment to client service. One of our core values noticed by all is that we are Passionate about People, we manage from the heart. This value is recognized by others based on our Best Placed to Work philosophy. For the eighth straight year, Insero was named as one of Accounting Today's Best Accounting Firms to Work For in the nation, gaining a prestigious spot on the 2019 list in the medium-sized category
For the sixth year in a row, we have been selected as one of Rochester's Top Workplaces by the Democrat and Chronicle and Energage. In 2019, we ranked 9th in the Small Business category, in 2018 we ranked 4th. In 2019 and 2018 we were named one of Central NY's Best Places to Work, sponsored by BizEvents. In 2015 we were named one of the Best Places to Work for Millennials by The Center for Generational Kinetics and Best Companies Group
We take pride in our people and they take pride in adding value whenever they work with a client. We offer excellent advancement opportunities for motivated individuals seeking a career in public accounting. Our clients include individuals, government and not-for-profit organizations, and businesses ranging from privately held family businesses to multi-national corporations. These clients represent many industries, including service, manufacturing, distribution, high-tech, telecommunications, education, social services, and real estate
We are also more than just a regional accounting firm; Insero is an integral member of the RSM U.S. Alliance. RSM U.S. Alliance provides our firm with access to resources of RSM US LLP (formerly McGladrey LLP), the leading provider of audit, tax and consulting services focused on the middle market, with more than 86 offices nationwide.
EOE STATEMENT We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, sexual orientation, protected veteran/military status, familial status, domestic violence status, genetic information or any other characteristic protected by law.
THIS POSITION IS CURRENTLY ACCEPTING APPLICATIONS.