Private Clients Paralegal

Cleary Gottlieb’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.Prepare, edit and review probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequests Prepare, edit and review federal and state estate tax returns Prepare, edit and review informal estate and trust accountings, administration of ongoing trusts, including distribution requests and income tax payments Review 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 deadlines Liaise with attorneys, clients and various government agencies and services5+ years of experience in trusts and estates requiredBachelor’s degree 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 taxation Knowledge 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.

Created: 2024-10-19