Jobot
Job Description
Job Description
Full service firm with 2 locations in NY and one in CA!
This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $250,000 - $300,000 per year
A bit about us: Full service firm with 2 locations in NY and one in CA!
Why join us? Message me for details!
Job Details Job Details:
We are seeking a highly motivated and experienced Permanent Trusts & Estates Partner to join our dynamic Accounting + Finance team. This is a unique opportunity for a seasoned professional to contribute their expertise in estate, probate, and trust administration to our well-established firm. The successful candidate will play a crucial role in managing, planning, and executing a broad range of trusts and estates matters, providing strategic advice to clients, and contributing to the growth and success of our team. This is a challenging and rewarding role that requires a deep understanding of trusts and estates, superior analytical skills, and a strong commitment to client service.
Responsibilities:
Provide expert counsel to clients on all aspects of trusts and estates, including estate planning, probate, and trust administration. Develop and implement comprehensive estate plans that meet client's specific objectives and needs. Manage all aspects of trust administration, including the preparation of trust accounts, tax returns, and other necessary documentation. Represent clients in probate court proceedings and handle all aspects of probate administration. Collaborate with other team members to develop and implement strategies for business development and client service improvement. Stay abreast of developments in trusts and estates law and practice, and participate in professional development activities to continually improve skills and knowledge. Contribute to the firm's reputation by delivering high-quality, professional services to clients. Qualifications:
A minimum of 10 years of experience in trusts and estates, with a focus on estate planning, probate, and trust administration. Juris Doctor (JD) degree from an accredited law school. Current license to practice law in the state. Strong understanding of federal and state laws related to trusts and estates. Proven track record of successfully managing complex trusts and estates matters. Exceptional analytical, problem-solving, and decision-making skills. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members. High degree of professional ethics and integrity. Strong business development skills, with a proven ability to attract and retain clients. Ability to work independently, manage multiple priorities, and deliver results under tight deadlines.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment 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.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Company Description Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com.
Job Description
Full service firm with 2 locations in NY and one in CA!
This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $250,000 - $300,000 per year
A bit about us: Full service firm with 2 locations in NY and one in CA!
Why join us? Message me for details!
Job Details Job Details:
We are seeking a highly motivated and experienced Permanent Trusts & Estates Partner to join our dynamic Accounting + Finance team. This is a unique opportunity for a seasoned professional to contribute their expertise in estate, probate, and trust administration to our well-established firm. The successful candidate will play a crucial role in managing, planning, and executing a broad range of trusts and estates matters, providing strategic advice to clients, and contributing to the growth and success of our team. This is a challenging and rewarding role that requires a deep understanding of trusts and estates, superior analytical skills, and a strong commitment to client service.
Responsibilities:
Provide expert counsel to clients on all aspects of trusts and estates, including estate planning, probate, and trust administration. Develop and implement comprehensive estate plans that meet client's specific objectives and needs. Manage all aspects of trust administration, including the preparation of trust accounts, tax returns, and other necessary documentation. Represent clients in probate court proceedings and handle all aspects of probate administration. Collaborate with other team members to develop and implement strategies for business development and client service improvement. Stay abreast of developments in trusts and estates law and practice, and participate in professional development activities to continually improve skills and knowledge. Contribute to the firm's reputation by delivering high-quality, professional services to clients. Qualifications:
A minimum of 10 years of experience in trusts and estates, with a focus on estate planning, probate, and trust administration. Juris Doctor (JD) degree from an accredited law school. Current license to practice law in the state. Strong understanding of federal and state laws related to trusts and estates. Proven track record of successfully managing complex trusts and estates matters. Exceptional analytical, problem-solving, and decision-making skills. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members. High degree of professional ethics and integrity. Strong business development skills, with a proven ability to attract and retain clients. Ability to work independently, manage multiple priorities, and deliver results under tight deadlines.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment 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.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Company Description Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com.