Senior Staff Attorney - Private Clients

5-5 yrs required

Full-time

No

# Senior Staff Attorney - Private Clients

## Overview

Law Firm'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.

## Responsibilities

Staff Attorneys will provide support to the . 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
* Family charities and charitable giving
* 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, including 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

Candidates for this position should possess:

* 5+ years of experience in trusts and estates
*
* 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

The base salary for this position is $150,000 to $160,000. 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.

## Diversity, Equity, and Inclusion

At Law Firm, 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.

Law Firm is looking for a Senior Staff Attorney to join its Private Clients practice. The successful candidate will provide support to the . 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, planning for retirement and disability, private investments, transactions involving residential real estate, art, boats and aircraft, and family charities and charitable giving.

Applicants must have at least 5+ years of experience in trusts and estates and possess a 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 is also desired.

Responsibilities will include:

* Preparing probate and administration proceeding papers
* Managing the collection and valuation of assets, payment of debts and bequests
* Preparing and filing of federal and state estate tax returns
* Preparation of informal estate and trust accountings
* Administration of ongoing trusts, including 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
* Liaising with attorneys, paralegals and clients and various government agencies and services

The successful candidate must also have knowledge of estate and trust income taxation, knowledge of fiduciary accounting, experience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate’s Court program and Excel, the ability to manage multiple tasks simultaneously while working in a fast-paced, deadline-driven environment, the ability to effectively communicate and work directly with clients, and the ability to exercise discretion and maintain confidentiality of sensitive information.

The base salary for this position is $150,000 to $160,000. Actual pay is determined based on a number of job-related factors, including skills

Respect as individuals and appreciation for the contributions they make to our community, Diversity, Equity, and Inclusion, Equal Opportunities to Develop and Succeed

Tax Planning, Probate Documents, Fiduciary Appointments, Tax Planning, Estate and Trust Administration, Form 1041s, Collection and Valuation of Assets, Payment of Debts and Bequests, Federal and State Estate Tax Returns, Receipt and Release Agreements, Estate Planning Documents, Liaise with Attorneys, Paralegals and Clients

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.

Qualification and Experience 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.

Legal