Tax Paralegal Salary in New York, NY

T&E Paralegal-NYC - Private Clients Paralegal-This firm’s private clients practice helps clients protect and administer family wealth, and plan for the transmission of wealth to family members and charities, with sophisticated but practical tax advice integrated into confidential estate plans that reflect clients’ family, charitable and business objectives.The Private Clients paralegal will provide support to the U.S. private clients lawyers in all aspects of trust and estate administration.ResponsibilitiesPrepare, edit and review probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequestsPrepare, edit and review federal and state estate tax returnsPrepare, edit and review informal estate and trust accountings, administration of ongoing trusts, including distribution requests and income tax paymentsReview Form 1041s prepared by outside accountantsPrepare, edit and review receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorneyBe proactive in upcoming filing deadlines and meeting necessary deadlinesLiaise with attorneys, clients and various government agencies and servicesQualifications5+ years of experience in trusts and estates requiredBachelor’s degree requiredEstate administration experience, including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns, probate documents and Surrogate’s Court related filingsKnowledge of estate and trust income taxationKnowledge of fiduciary accounting preferredExperience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate’s Court program and ExcelAbility to manage multiple tasks simultaneously while working in a fast-paced, deadline-driven environmentAbility to effectively communicate and work directly with clientsAbility to exercise discretion and maintain confidentiality of sensitive informationFlexibility to work outside regular business hours, including early mornings, evenings and weekends as needed*The base salary for this position is $100,000 to $130,000. Actual pay is determined based on a number of job-related factors, including skills, education, training, credentials, experience, scope and complexity of role responsibilities, geographic location and performance.

OverviewThis position is responsible for consulting with, educating and supporting Paze on the execution of enterprise and operational risk programs, promoting an environment of risk awareness and ownership in the business and supporting the adherence to the Company's risk appetite. This role will help to ensure timely execution of risk program requirements, including risk and control self-assessments, reporting as required by various governance committees and the identification and escalation of risks and issues with business unit management and second line of defense risk partners. This position also serves as a subject matter expert on risk programs, policies, and frameworks for the business unit(s) it supports.Essential FunctionsRisk, Control, and Issue Management• Serves as a risk subject matter expert, providing guidance and process coaching to the business unit, to understand, create and maintain a comprehensive and complete process, risk, and control universe including the execution of Product Risk Assessment and Risk and Control Self Assessment and related duties in the Software Development Lifecycle process.• Ensures timely identification, remediation, mitigation and escalation of risks and issues and consults with business line management to ensure the efficient and accurate execution and closure of issues.• Oversee the development and execution of the business unit's risk-based testing and monitoring program and ensure control testing and/or monitoring is completed in accordance with the Company's risk program framework and professional standards.• Provide instruction on adequate monitoring of the business-line's third-party relationships, including both performance and risk management.• Manage audits and regulatory exams; work across business lines to gather and coordinate regulatory exam documentation; obtain leadership approval; monitor to ensure on time delivery of exam documentation to regulatory relations lead.Risk Governance and Culture• Collaborate with business line leadership to manage risks within the Company's risk appetite, and support key decision-making activities.• Understand and adhere to the Company's regulatory requirements, policies, standards, and procedures and create procedures within the business unit, as needed, to operationalize and ensure adherence to relevant requirements.• Educate, train, and advise business leaders on risk management practices and activities.• Lead business through ongoing identification of current and emerging risks.Reporting and Analytics• Aggregate and analyze risk data to support reporting and analytics for risk management use by the business and second line.• Track audit and exam deliverables to ensure timely completion and evaluate provided materials for relevance, accuracy and completeness against exam or audit requests; provide guidance and revision recommendations for deliverables that are not meeting requirements; Track and report status of remediation work by owners of exam and audit findings, as applicable.• Work with business on content for risk reporting and updates to senior management, risk committees, internal audit, and external oversight bodies.• The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow instructions and perform other related duties as assigned by their supervisor.Minimum Qualifications• Education and/or experience typically obtained through completion of a bachelor's degree in Business Administration, Finance, Accounting, or other related field of specialty.• Minimum of six or more years of risk management experience, preferably within financial services using the three lines of defense model.• Strong understanding of risks, controls, and issues management.• Demonstrated ability to work effectively in a complex, highly regulated environment.• Working knowledge of regulatory requirements related to financial services, consumer facing products and payments.• Experience and success working and directing cross-functional teams• Persuasive communication, organization, and presentation skills.• Effective influence management skills with experience challenging peers and managers with contrasting views.• Ability to direct a team on managing risk management responsibilities while addressing unexpected events.• Background and drug screenPreferred Qualifications• Knowledge of COSO's Internal Control - Integrated Framework, or similar• Legal/paralegal or Compliance experience• Certification in risk management• First line of defense risk management experience.Physical RequirementsWorking conditions consist of a normal office environment. Work is primarily sedentary and requires extensive use of a computer and involves sitting for periods of approximately four hours. Work may require occasional standing, walking, kneeling and reaching. Must be able to lift 10 pounds occasionally and/or negligible amount of force frequently. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. Requires the ability to communicate with internal and/or external customers.Employee must be able to perform essential functions and physical requirements of position with or without reasonable accommodation.The pay scale for this position in:New York, NY in USD per year is: $130,000 - $160,000.This pay scale is subject to change and is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific candidate, which is always dependent on legitimate factors considered at the time of job offer. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). The business actively supports and reviews wage equity to ensure that pay decisions are not based on gender, race, national origin, or any other protected classes.Additionally, candidates are eligible for a discretionary bonus, and benefits.Some of the Ways We Prioritize Your Health and Happiness • Healthcare Coverage - Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses.• 401(k) Retirement Plan - Featuring a 100% Company Safe Harbor Match on your first 6% deferral immediately upon eligibility.• Paid Time Off - Unlimited Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day.• 12 weeks of Paid Parental Leave • Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work.And SO much more! We continue to enhance our program, so be sure to check our Benefits page here for the latest. Our team can share more during the interview process!Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our employees.

Primary Care Development Corporation (PCDC): Catalyzing Excellence in Primary CareQuality primary care is transformative and a cornerstone of healthy, thriving communities. PCDC, a nationally recognized 501(c)(3) community development financial institution (CDFI), catalyzes excellence in primary care through strategic community investment, capacity building, and policy initiatives to achieve health equity. PCDC's Capital Investment Practice invests in communities by providing flexible, affordable capital to create lasting and sustainable impact for the organizations and the communities they serve. PCDC is uniquely positioned to provide financing that is tailored to transforming and expanding primary care, including, wherever possible, the integration of comprehensive medical, dental, and behavioral health services. PCDC provides strategic advice to help organizations that are preparing for growth and an expansion of services or planning facility development projects and offers a variety of affordable and flexible short-term and long-term loan solutions to support capital projects as well as other business and service expansions. PCDC's Capital Investment staff understand primary care business models and monitor policy changes and regulations that affect primary care practices and revenue streams and serve as trusted advisors to clients on what it takes to successfully finance capital projects in a changing health care environment. To fund our loans, we raise impact investment capital to enable us to deliver flexible, affordable capital solutions to our clients. We also partner with other community development lenders and advocates dedicated to catalyzing excellence in primary care to ensure we can meet a client's needs, regardless of project size.Position OverviewThe Capital Investment CDFI Compliance & Loan Closing Manager will be responsible for coordinating and facilitating all loan closing activity for PCDC, including balance sheet lending and NMTC transactions. This role will also support the underwriting, structuring, closing, asset management and unwinding stages of NMTC transactions. The ideal candidate will have experience with real estate transactions including loan document review and working through title and escrow as well as familiarity with the NMTC program. This position is part of PCDC's Portfolio Management team and will report to the Senior Director of the team. Job Responsibilities:Oversee all aspects of NMTC compliance, including supporting initial NMTC eligibility and compliance tests for transactions, ensuring ongoing compliance throughout the seven-year compliance period and through the unwind in accordance with NMTC program standardsMaintain a thorough and up-to-date understanding of the tax and compliance requirements related to NMTC and monitor developments in the industry related to tax credit compliance. Disseminate knowledge to colleagues to inform Capital Investment practice and PCDC's NMTC program. Manage loan closing process for balance sheet loans once a commitment letter has been issued, including coordinating with internal PCDC teams such as Finance, external PCDC counsel, and borrower and borrower counsel Review loan documents to ensure consistency with internal approvals and commitment lettersEnsure all required due diligence items such as title and survey, environmental reports, appraisals, property condition reports and third-party contracts are reviewed and satisfactory prior to loan closing and disbursement of fundsMaintain a culture of quality customer service at all points of contact with internal and external clients, Capital Investment team, staff, board and committee members, lending partners and professionals.Ensure efficient and productive communication and coordination with the senior management and the entire lending team to ensure sound compliance practicesMay provide PCDC's consultant team with contracting supportAll other duties as assignedQualifications:Minimum of three years lending experience in community development and/or community facility financing, preferably with a CDFI or other community development lenderBachelor's degree in relevant field (Masters degree preferred)Paralegal certificate or degree preferredKnowledge of NMTC and CDFI Fund compliance and reporting requirements preferred Experience reading and understanding complex legal and related closing documents and NMTC projections Knowledge of, or commitment to, the health care industry and primary health care Strong oral and written communication skillsStrong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in culturally and ethnically diverse environmentsSelf-motivated, with a positive attitude, and ability to meet deadlines independentlyExcellent teamwork and strong time management skillsTo Apply:For immediate consideration, please apply on our website at https://www.pcdc.org/about-pcdc/career/ .For consideration, all applicants are encouraged to include a thoughtful cover letter, resume, and available start date.This position will be 100% remote (working from home). PCDC employees in the NYC metro area are requested to come to the office 1-2 times per month. We offer a competitive salary and comprehensive benefits package, including:MedicalDentalVisionHRASTD - company paidLTD - company paidLife Insurance - company paidVoluntary Life403(b) retirementFlexible Spending account (FSA) Dependent Care (DCA)Commuter BenefitsPaid Family LeaveGenerous paid vacation, sick and personal daysPaid holidaysEmployee Assistance Program (EAP)Public Service Loan Forgiveness (PSLF) application support.*Annual Salary range: $105K-$115K*No phone calls or staffing firms please.