Trusts & Estates Paralegal or Staff Attorney

Great opportunity for an experienced Trusts & Estates Paralegal or Staff Attorney to join a leading AmLaw firm in their Downtown NYC office on a direct hire basis. For Attorneys, this position is not a partnership track position. The person in this role will provide support to the U.S. private clients lawyers in all aspects of estate administration. Duties include, but are not limited to the following:Preparation of probate and administration proceeding papers, collection and valuation of assets, payment of debts and bequestsPreparation and filing of federal and state estate tax returnsPreparation of informal estate and trust accountings, administration of ongoing trusts, including distribution requests and income tax paymentsReview of Form 1041s prepared by outside accountantsPreparation of receipt and release agreements, fiduciary appointments and tax planningPreparation of basic estate planning documents such as wills and trustsLiaise with attorneys, paralegals and clients and various government agencies and servicesProactively manage upcoming filing deadlines and meeting necessary deadlinesQualifications5+ years of experience in trusts and estates requiredFor Paralegal candidates: Bachelor's degree requiredFor Staff Attorney candidates: J.D. from an ABA-accredited law school and be admitted to the New York Bar. Additional admissions to NJ, CT andor FL bar is preferable but not required.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 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 neededIf you would like to learn more about the Trusts & Estates Paralegal or Staff Attorney position available in NYC, then please submit your resume, in Word format, to provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Created: 2024-11-01