Senior Staff Attorney

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New York, NY

JOB DETAILS
SALARY
$150,000–$160,000 Per Year
SKILLS
Accounting, Accredited Business Accountants (ABA), Administrative Skills, Asset Valuation, Attorney, Communication Skills, Customer Support/Service, Estate Planning, Family Law, Family Planning, Fiduciary, Government, Income Tax, Legal, Legal Support Skills, Multitasking, Probate, Residential Real Estate, Retirement Planning, State Tax, Tax Accounting, Tax Planning, Tax Returns, Time Management
LOCATION
New York, NY
POSTED
3 days ago

New York, NYSummaryOur 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.ResponsibilitiesResponsibilities will comprise estate and trust administration and basic estate planning, including the:Preparation of probate and administration proceeding papersManagement of the collection and valuation of assets, payment of debts and bequestsPreparation and filing of federal and state estate tax returnsPreparation of informal estate and trust accountingsAdministration of ongoing trusts, distribution requests and income tax paymentsReview of Form 1041s prepared by outside accountantsPreparation of receipt and release agreements, fiduciary appointments and tax planningPreparation of basic estate planning documents such as wills and trustsLiaise with attorneys, paralegals and clients and various government agencies and servicesQualifications5+ years of experience in trusts and estates requiredJ.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 filingsKnowledge of estate and trust income taxationKnowledge 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 neededCompensationThe 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-HybridSalary: $150,000.00-$160,000.00, plus bonus.Date Active: 10.03.2024Exempt/Not Exempt: Exempt#J-18808-Ljbffr

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