Trusts & Estates / Tax Senior Legal Assistant

Full-time 30 views
Company Arnold & Porter Location New York City, NY, United States

Law Firm

Legal Staff

Min 3 yrs required

Full-time

Legal

Aug 09, 2022

Jun 07, 2022

Profile

The Practice Support Services Department of Arnold & Porter has two Senior Legal Assistant openings supporting the Trusts & Estates/Tax Practice Group in the New York office.  Applicants should submit a cover letter, resume, school transcript and a short writing sample for consideration.

The Senior Legal Assistant will assist in preparing estate planning documents, transactional documents, Internal Revenue Service (IRS) forms, beneficiary designation forms and draft documents as needed. The Senior Legal Assistant will process executed documents and prepare correspondence to clients, accountants, and family offices as well as attend signing ceremonies to witness client signatures, assist with valuation of estate and trust(s) assets, coordinate appraisals of real estate and tangibles and coordinate communications among all parties of transactions.

  • Additional responsibilities include but are not limited to: Process executed documents and prepares correspondence to clients, accountants and family offices enclosing copies and/or original executed estate planning documents and/or transaction binders.
  • Gather, review and organize asset information for eventual probate and estate tax reporting.
  • Prepare and/or coordinate the preparation of probate filings, electronic probate filings and estate tax return filings both locally and throughout the United States.
  • Coordinate with out-of-state legal assistants at other Arnold & Porter locations and other counsel’s offices to assist with local probate and tax filings.
  • Prepare and file various IRS forms.
  • Assist in compiling documents for and prepare responses to IRS audit requests.
  • Prepare illustrations for various components of estate and trust administrations – asset structures; estate and trust administrations and disposition of assets.
  • Prepare estate and trust annual accountings.

QUALIFICATIONS: 

  • A minimum of a high school diploma, with a four-year college degree strongly preferred. 
  • A minimum of three years of Trust and Estate legal assistant experience.
  • Accounting, estate planning and tax preparation experience a plus.
  • Experience in Microsoft Office Suite.
  • Familiarity with One Source Trust & Estate Administration (Thompson Reuters), Estate Val, Gift Val, Estate Planning Tools, Superforms and Internal Revenue Service website for completing various miscellaneous forms.
  • Superior organizational skills with the ability to prioritize and manage a large workload efficiently and effectively. 
  • Highly detail-oriented, including the ability to assess and respond to underlying detail issues and implications. 
  • Excellent written and oral communication skills. 
  • Ability to coordinate directly with client (or their family office), financial institutions, etc.
  • Exceptional interpersonal skills, a commitment to professionalism, integrity, and collegiality. 
  • Proven ability to multi-task and set priorities while meeting deadlines in a fast-paced environment. 
  • Exceptional problem solving skills, critical thinking abilities and the ability to work well under pressure. 
  • Flexibility to work overtime as necessary, including nights and weekends and travel, as necessary.

 

Arnold & Porter Kaye Scholer LLP is an equal opportunity and affirmative action employer that does not discriminate on the basis of race (inclusive of traits historically associated with race, including hair texture and protective hairstyles), ethnicity, color, creed, religion, national origin, sex (which includes pregnancy, childbirth, breastfeeding and related medical conditions), age, marital or partnership status, familial status, sexual orientation, gender, gender identity, gender expression, transgender, physical or mental disability, medical condition, family leave status, citizenship status, immigration status, ancestry, genetic information, military or veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. All qualified applicants will receive consideration for employment without regard to any characteristic protected by local, state, or federal laws, rules, or regulations.

Arnold & Porter Kaye Scholer LLP endeavors to make www.arnoldporter.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Director of Support Staff  Stephanie Denmark at +1 202.942.6068. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

For our EEO Policy Statement, please click here. If you would like more information about your EEO rights as an applicant under the law, please click EEO is the LAW and the Supplement poster..

Arnold & Porter is an EO Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Arnold & Porter Kaye Scholer LLP uses E-Verify, which is a web-based system, to confirm the eligibility of our employees to work in the United States. As an E-Verify employer, we verify the identity and employment eligibility of newly hired employees by electronically matching information provided by employees on the Form I-9, Employment Eligibility Verification, against records available to the Social Security Administration (SSA) and the Department of Homeland Security (DHS). We use E-Verify because we are a federal contractor containing the Federal Acquisition Regulation (FAR) E-Verify clause. Please see the posters for details regarding E-Verify or contact Arnold & Porter’s Human Resources Department for more information. E-Verify Participation Poster and Right-to-work Poster.

Company info

Arnold & Porter

Company Profile

At Arnold & Porter, we are client-driven and industry-focused. Our lawyers practice in more than 40 practice areas across the litigation, regulatory and transactional spectrum to help clients with complex needs stay ahead of the global market, anticipate opportunities and address issues that impact the very value of their businesses. Our global reach, experience and deep knowledge allow us to work across geographic, cultural, technological and ideological borders, to offer clients forward-looking, results-oriented solutions that resolve their US, international and cross-border legal needs.

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