Cleary Gottlieb Steen & Hamilton LLP
Private Clients Paralegal
Cleary Gottlieb Steen & Hamilton LLP, New York, New York, us, 10261
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Private Clients Paralegal
role at
Cleary Gottlieb Steen & Hamilton LLP
Cleary Gottlieb is a pioneer in globalizing the legal profession. We have 15 offices in major financial centers around the world, but we operate as a single, integrated global partnership and not a U.S. firm with a network of overseas locations. The firm employs approximately 1,100 lawyers from more than 50 countries.
Since 1946 our lawyers and staff have worked across practices, industries, jurisdictions and continents to provide clients with simple, actionable approaches to their most complex legal and business challenges, whether domestic or international. We support every client relationship with intellectual agility, commercial acumen and a human touch.
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.
Responsibilities
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 accountants
Prepare, edit and review receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorney
Be proactive in upcoming filing deadlines and meeting necessary deadlines
Liaise with attorneys, clients and various government agencies and services
Qualifications
5+ years of experience in trusts and estates paralegal experience required
Bachelor’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 filings
Knowledge 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 neededThe estimated base salary range for this position is $100,000 to $130,000 at the time of posting. The actual salary offered will depend on a variety of job‑related factors, including skills, education, training, credentials, experience, scope and complexity of role responsibilities, geographic location, and performance. This role is non‑exempt meaning that it is overtime pay eligible.
Benefits Cleary provides a comprehensive benefits package, including health care benefits.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Legal
Industries Law Practice
All members of our community deserve respect as individuals and appreciation for the contributions they make to our community. We champion diversity, equity, and inclusion, and creating equal opportunities to develop and succeed.
#J-18808-Ljbffr
Private Clients Paralegal
role at
Cleary Gottlieb Steen & Hamilton LLP
Cleary Gottlieb is a pioneer in globalizing the legal profession. We have 15 offices in major financial centers around the world, but we operate as a single, integrated global partnership and not a U.S. firm with a network of overseas locations. The firm employs approximately 1,100 lawyers from more than 50 countries.
Since 1946 our lawyers and staff have worked across practices, industries, jurisdictions and continents to provide clients with simple, actionable approaches to their most complex legal and business challenges, whether domestic or international. We support every client relationship with intellectual agility, commercial acumen and a human touch.
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.
Responsibilities
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 accountants
Prepare, edit and review receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorney
Be proactive in upcoming filing deadlines and meeting necessary deadlines
Liaise with attorneys, clients and various government agencies and services
Qualifications
5+ years of experience in trusts and estates paralegal experience required
Bachelor’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 filings
Knowledge 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 neededThe estimated base salary range for this position is $100,000 to $130,000 at the time of posting. The actual salary offered will depend on a variety of job‑related factors, including skills, education, training, credentials, experience, scope and complexity of role responsibilities, geographic location, and performance. This role is non‑exempt meaning that it is overtime pay eligible.
Benefits Cleary provides a comprehensive benefits package, including health care benefits.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Legal
Industries Law Practice
All members of our community deserve respect as individuals and appreciation for the contributions they make to our community. We champion diversity, equity, and inclusion, and creating equal opportunities to develop and succeed.
#J-18808-Ljbffr