Considine Search
New York, NY
Summary Our client, an AmLaw25 firm, is looking for a Senior Staff Attorney for their private clients practice. Their 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. Staff Attorneys provide support to the U.S. private clients lawyers in all aspects of estate administration, including Estate and tax planning, Administration of trusts and estates, Family businesses, Premarital and marital agreements, Family law – separation and divorce, Family disputes, Planning for retirement and disability, Private investments, Transactions involving residential real estate, art, boats and aircraft, and Family charities and charitable giving.
Responsibilities Responsibilities will comprise estate and trust administration and basic estate planning, including the:
Preparation of probate and administration proceeding papers
Management of the collection and valuation of assets, payment of debts and bequests
Preparation and filing of federal and state estate tax returns
Preparation of informal estate and trust accountings
Administration of ongoing trusts, distribution requests and income tax payments
Review of Form 1041s prepared by outside accountants
Preparation of receipt and release agreements, fiduciary appointments and tax planning
Preparation of basic estate planning documents such as wills and trusts
Liaise with attorneys, paralegals and clients and various government agencies and services
Qualifications
5+ years of experience in trusts and estates required
J.D. from an ABA-accredited law school and be admitted to the New York Bar. Additional admissions to NJ, CT and/or FL bar is preferrable 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 filings
Knowledge of estate and trust income taxation
Knowledge of fiduciary accounting preferred
Experience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate’s Court program and Excel
Ability to manage multiple tasks simultaneously while working in a fast-paced, deadline-driven environment
Ability to effectively communicate and work directly with clients
Ability to exercise discretion and maintain confidentiality of sensitive information
Flexibility to work outside regular business hours, including early mornings, evenings and weekends as needed
Compensation The base salary for this position is $150,000.00-$160,000.00, plus bonus. 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.
#LI-Hybrid
Salary: $150,000.00-$160,000.00, plus bonus. Date Active: 10.03.2024 Exempt/Not Exempt: Exempt
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Summary Our client, an AmLaw25 firm, is looking for a Senior Staff Attorney for their private clients practice. Their 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. Staff Attorneys provide support to the U.S. private clients lawyers in all aspects of estate administration, including Estate and tax planning, Administration of trusts and estates, Family businesses, Premarital and marital agreements, Family law – separation and divorce, Family disputes, Planning for retirement and disability, Private investments, Transactions involving residential real estate, art, boats and aircraft, and Family charities and charitable giving.
Responsibilities Responsibilities will comprise estate and trust administration and basic estate planning, including the:
Preparation of probate and administration proceeding papers
Management of the collection and valuation of assets, payment of debts and bequests
Preparation and filing of federal and state estate tax returns
Preparation of informal estate and trust accountings
Administration of ongoing trusts, distribution requests and income tax payments
Review of Form 1041s prepared by outside accountants
Preparation of receipt and release agreements, fiduciary appointments and tax planning
Preparation of basic estate planning documents such as wills and trusts
Liaise with attorneys, paralegals and clients and various government agencies and services
Qualifications
5+ years of experience in trusts and estates required
J.D. from an ABA-accredited law school and be admitted to the New York Bar. Additional admissions to NJ, CT and/or FL bar is preferrable 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 filings
Knowledge of estate and trust income taxation
Knowledge of fiduciary accounting preferred
Experience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate’s Court program and Excel
Ability to manage multiple tasks simultaneously while working in a fast-paced, deadline-driven environment
Ability to effectively communicate and work directly with clients
Ability to exercise discretion and maintain confidentiality of sensitive information
Flexibility to work outside regular business hours, including early mornings, evenings and weekends as needed
Compensation The base salary for this position is $150,000.00-$160,000.00, plus bonus. 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.
#LI-Hybrid
Salary: $150,000.00-$160,000.00, plus bonus. Date Active: 10.03.2024 Exempt/Not Exempt: Exempt
#J-18808-Ljbffr