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About the Role

The Team at Harris Beach Murtha is in search of a Paralegal with a positive, flexible attitude to assist multiple attorneys. The HBM Team needs a Paralegal to support attorneys with a wide range of business succession, estate planning and administration matters.

Responsibilities

Prepare and file probate documents, fiduciary accountings, and related court filings
Assist with estate and trust administration, including asset tracking, funding, and beneficiary communications
Draft and finalize estate planning documents, including wills, trusts, powers of attorney, and beneficiary designations and assist in retitling assets in accordance with attorney direction
Assemble and organize financial records for fiduciary accountings, estate tax returns, and audits
Prepare, edit, and review fiduciary accountings, estate tax returns, fiduciary income tax returns, and settlement papers for both informal and formal settlement of estates and trusts
Conduct legal research related to trusts, estates, tax regulations, and case law
Communicate with clients to gather information, provide updates, and respond to inquiries
Organize and maintain physical and electronic files to ensure accessibility and accuracy
Support attorneys with case management and day-to-day administrative needs
Perform additional duties as assigned

Requirements

3+ years of experience as a trusts and estates paralegal required, 5+ years of experience preferred
Experience preparing Surrogate’s Court filings, fiduciary accountings, and tax returns (including Forms 1041, 706, and related New York forms)
The ability to assist with estate administration, including asset inventory, valuation, distribution, and probate documentation
Strong organizational, analytical, and proofreading skills to ensure accuracy of legal documents
Exceptional oral and written communication skills, with a client-focused approach
Proficiency in Microsoft Office (Word, Excel, Outlook); experience with fiduciary income tax preparation and fiduciary accounting software a plus
A Notary Public license (or willingness to obtain one after hire)
Exhibit well-developed interpersonal skills (exude patience and empathy), particularly with clients
Can manage multiple priorities and meet deadlines in a fast-paced environment
Complete a minimum 1400 billable hours annually
Believe in the firm’s core values: integrity, respect, accountability, ingenuity, teamwork, inclusion and engagement
Enjoy working with diverse personalities within various levels of the firm

Skills

Paralegal experience
Microsoft Office (Word, Excel, Outlook)
Fiduciary income tax preparation
Fiduciary accounting software
Legal research
Client communication
File organization
Case management

Location

Albany NY

Work Type

100% Onsite
Full-time

Experience Level

3+ years of experience as a trusts and estates paralegal required
5+ years of experience preferred

Salary/Compensations

$33.34 - $43.59/hour

Benefits

Medical insurance
Dental insurance
Vision insurance
Health savings account options
Flexible spending account options
Life insurance
Disability insurance
Retirement plan including 401(k) and profit sharing
Paid leave programs
Employee assistance resources
Commuter benefits
Parking benefits
Professional development opportunities

About the Company

Harris Beach Murtha formed in 2025 via the combination of Harris Beach PLLC and Murtha Cullina LLP.
A forward-thinking and innovative partnership with the benefit of more than 250 years of combined history, Harris Beach Murtha’s New York roots reach back to 1856 and the firm has had ties to New England since 1936.
Harris Beach and Murtha Cullina were separately among the country’s top law firms as ranked by The National Law Journal.
Harris Beach Murtha and its subsidiaries have a strong Northeast presence, but a global reach.
Clients include Fortune 100 corporations, privately held companies, emerging businesses, public sector entities, tax-exempt organizations and individuals.
The firm’s practice areas and industries served span appellate law, business litigation, commercial real estate, construction, corporate, environmental, energy, financial institutions, financial restructuring, government compliance and investigations, health care, immigration, intellectual property, labor and employment, mass torts, medical and life sciences, political law, product liability, public finance, tax, and trusts and estates.

Equal Opportunity

Harris Beach Murtha is committed to an inclusive environment and we welcome applications from diverse candidates with varied background and skills, including military experience.
Harris Beach Murtha Cullina PLLC is an Equal Opportunity Employer.
The firm’s policy prohibiting unlawful discrimination applies to all aspects of employment, including hiring, placement, assignment of duties, training, promotion, compensation & benefits and termination.
It is the policy of Harris Beach Murtha Cullina PLLC that all applicants and employees enjoy a positive, respectful and productive work environment, free from behavior, actions or language constituting unlawful harassment.
Accordingly, harassment or discrimination of any kind based on an individual’s race or color, sex, age, religion, national origin, marital status, disability, military status, genetic predisposition, carrier status, sexual orientation, citizenship status, creed, domestic violence victim status or any other legally protected status is strictly prohibited.
Harris Beach Murtha complies with the provisions of the Human Rights Law, all other State and Federal statutory and constitutional non-discrimination provisions including non-discrimination on the basis of prior criminal conviction and prior arrest.