Our AmLaw 100 client is seeking a senior staff attorney to provide support to their U.S. private clients lawyers in all aspects of estate administration, including :
- Estate and tax planning
- Administration of trusts and estates
- Family businesses
- Private investments
Responsibilities
Responsibilities will comprise estate and trust administration and basic estate planning, including the :
- Preparation of probate and administration proceeding papers
- Management of the collection and valuation of assets, payment of debts and bequests
- Preparation and filing of federal and state estate tax returns
- Preparation of informal estate and trust accountings
- Administration of ongoing trusts, including distribution requests and income tax payments
- Liaise with attorneys, paralegals and clients and various government agencies and services
Qualifications
- 5+ years of experience in trusts and estates required
- J.D. from an ABA-accredited law school and admittance to the New York Bar.
- Estate 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 filings
- Knowledge of estate and trust income taxation
- Knowledge of fiduciary accounting preferred
- Flexibility to work outside regular business hours, including early mornings, evenings and weekends as needed
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