POSITION: Trusts & Estates Senior Associate – JD and LLM Preferred
LOCATION: Garden City, New York
COMPENSATION & BENEFITS: Generous compensation, plus Bonus, Medical, Dental and Vision benefits, generous vacation and sick/personal days, paid holidays, 401K, and more!
ORGANIZATION: Renowned New York Law Firm
KEY RESPONSIBILITIES:
- Responsible for all aspects of estate planning and estate and trust and administration
- Lead Trusts & Estates Department associates and paralegals
- Prepare and draft court filings
- Prepare complex tax returns
- Ensure that client fiduciaries meet legal obligations
- Perform all aspects of insurance trust administration
- Prepare federal estate tax returns and appropriate state estate tax returns
- Manage client contact information, letters, e-mails, estate planning documents and asset lists
- Ensure final disbursements of assets to beneficiaries
- Stay apprised of court and statutory deadlines
- Stay up-to-date with all pertinent laws and legislation
- Prepare informal estate and trust accounting
- Provide “white-glove” service to high-profile and high net-worth clients
REQUIRED SKILLS:
- J.D. required; LL.M. in taxation is preferred
- 7+ years of Trust & Estates experience within a law firm
- Excellent interpersonal skills and the ability to work and coordinate for high-profile clients on a regular basis
- Familiarity with procedures of courts and regulatory agencies required
- Experience working with tax preparation and accounting software (e.g., OneSource) preferred
- The ability to provide excellent customer service while working under pressure
- Experience in legal research
- Excellent verbal and written communication skills
- Ability to work effectively with all levels of staff
- Highly adaptable, proactive and works well under pressure