Cleary Gottlieb Steen & Hamilton LLP
Private Clients Paralegal
Cleary Gottlieb Steen & Hamilton LLP, New York, New York, us, 10261
Job Title
Private Clients Paralegal
Company
Cleary Gottlieb Steen & Hamilton LLP
Overview
Cleary Gottlieb is a global partnership that supports clients worldwide with intellectual agility, commercial acumen, and a human touch. The Private Clients practice helps protect and administer family wealth, plan the transmission of wealth to family members and charities, and provide sophisticated tax advice integrated into confidential estate plans that reflect clients’ family, charitable, and business objectives.
Responsibilities Prepare, edit, and review probate or administration proceeding papers, collect and value assets, and pay debts and bequests.
Prepare, edit, and review federal and state estate tax returns.
Prepare, edit, and review informal estate and trust accountings, administer 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 meet necessary deadlines.
Liaise with attorneys, clients, and various government agencies and services.
Qualifications 5+ years of 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 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.
Salary & Benefits
The estimated base salary range for this position is $100,000 to $130,000. This role is non-exempt and overtime eligible. Cleary provides a comprehensive benefits package, including health care benefits.
Application
Apply online. Referrals increase your chances of interviewing at Cleary Gottlieb Steen & Hamilton LLP by 2x.
#J-18808-Ljbffr
Private Clients Paralegal
Company
Cleary Gottlieb Steen & Hamilton LLP
Overview
Cleary Gottlieb is a global partnership that supports clients worldwide with intellectual agility, commercial acumen, and a human touch. The Private Clients practice helps protect and administer family wealth, plan the transmission of wealth to family members and charities, and provide sophisticated tax advice integrated into confidential estate plans that reflect clients’ family, charitable, and business objectives.
Responsibilities Prepare, edit, and review probate or administration proceeding papers, collect and value assets, and pay debts and bequests.
Prepare, edit, and review federal and state estate tax returns.
Prepare, edit, and review informal estate and trust accountings, administer 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 meet necessary deadlines.
Liaise with attorneys, clients, and various government agencies and services.
Qualifications 5+ years of 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 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.
Salary & Benefits
The estimated base salary range for this position is $100,000 to $130,000. This role is non-exempt and overtime eligible. Cleary provides a comprehensive benefits package, including health care benefits.
Application
Apply online. Referrals increase your chances of interviewing at Cleary Gottlieb Steen & Hamilton LLP by 2x.
#J-18808-Ljbffr