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Trusts & Estates Senior Associate

  • Location: New York, New York
  • Type: Direct Hire
  • Job #170

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


  • 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


  • 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