Job Description

Carmody is seeking an experienced Trusts & Estates Paralegal with a primary focus on estate administration to join our New Haven, Waterbury, or New London office. The ideal candidate will be well versed in all aspects of estate settlement in Connecticut, including probate filings, fiduciary accountings, and the preparation of estate, gift and fiduciary income tax returns. This position offers the opportunity to work closely with a collaborative team of paralegals and attorneys across our New Haven, New London, and Waterbury offices and to interact directly with clients in a professional, responsive, and compassionate manner.

Key Responsibilities

• Prepare and file probate documents, inventories, and related estate administration filings with Connecticut probate courts
• Prepare and maintain fiduciary accountings in compliance with Connecticut probate requirements
• Prepare Connecticut and federal estate and gift tax returns (Forms 706/709, CT 706/709, and related schedules) and fiduciary income tax returns (Forms 1041, CT-1041, and related schedules)
• Communicate directly with clients, executors, trustees, beneficiaries, and financial institutions to obtain information, provide status updates, and ensure smooth estate administration
• Manage estate administration timelines and coordinate with clients and professionals to ensure timely completion of all matters
• Maintain organized files and track deadlines to ensure timely filings and compliance
• Support attorneys with trust and estate administration, distributions, and account reconciliations
• Assist with preparation and review of estate planning documents
• Coordinate and collaborate with other paralegals and support staff across firm offices to promote consistency and efficiency in workflow and client service

Qualifications

• Minimum of 3 years of experience in Connecticut estate administration required
• Strong knowledge of Connecticut probate procedures and court filing requirements
• Experience interacting directly with clients in estate administration matters
• Proficiency with Excel and tax preparation software (such as Prosystems, GEMS, or similar)
• Familiarity with fiduciary accounting principles and estate tax compliance requirements
• Strong tax research skills and the ability to interpret and apply relevant statutes, regulations, and IRS guidance
• Familiarity with tax research software (such as CheckPoint, Bloomberg BNA Portfolios, or similar)
• Excellent organizational skills and attention to detail
• Ability to work independently and collaboratively in a professional, team-oriented environment
• Strong written and verbal communication skills, including the ability to communicate complex information clearly and empathetically to clients

Benefits

Carmody offers a collaborative environment that values diversity, equity and inclusion, and teamwork. Benefits include health insurance, dental insurance, vision insurance, life insurance, 401K plan, paid parenting leave, and significant PTO, including sick time, personal time, and vacation time.

Interested Applicants

To apply, please submit a current resume to [email protected]