Senior Paralegal Specialist - Private Wealth (Confidential)

Location: New York, NY (Onsite/Hybrid as applicable)

Overview

A leading international law firm is seeking a Senior Paralegal Specialist to support its Private Wealth practice in New York. This role partners closely with attorneys and high-net-worth clients on complex trusts & estates and probate matters.

This is a senior-level opportunity for an experienced professional who thrives in a client-facing environment, demonstrates strong judgment, and can manage both substantive casework and junior team members.

Key Responsibilities

• Serve as a primary point of contact for clients, trustees, beneficiaries, and advisors (e.g., accountants, financial planners)
• Prepare federal estate and gift tax returns (Forms 706 and 709), asset schedules, and supporting documentation