Associate Attorney - Trusts and Estates Practice Group
About the role
We are seeking an Associate Attorney in our Trusts and Estates Practice Group. Estate administration responsibilities will include handling all aspects of the probate process, preparing federal and state estate tax returns, running various tax projections, coordinating the preparation of income tax returns (individual and fiduciary) and all other administration matters. Trust administration responsibilities will include preparation of fiduciary accountings, distributions to beneficiaries, tax planning, and coordination of fiduciary income tax return preparation. Estate planning responsibilities will include preparation of sophisticated estate planning documents and ancillary transactional documents and accompanying written correspondence with clients discussing these materials, running various economic projections, and interfacing with clients and outside advisors to implement plans.
Responsibilities
- Handle all aspects of the probate process
- Prepare federal and state estate tax returns
- Run various tax projections
- Coordinate the preparation of income tax returns (individual and fiduciary)
- Prepare fiduciary accountings
- Distribute to beneficiaries
- Implement tax planning
- Interface with clients and outside advisors
- Prepare sophisticated estate planning documents
- Run various economic projections
Requirements
- Minimum of five to seven years of experience administering large and complex estates and all types of trusts
- Draft all types of estate planning documents
- Excellent written and oral communication skills
- Demonstrate creative problem-solving skills
- Aptitude for business generation
- Experience first chairing projects and assuming significant responsibility for clients
Benefits
- Annual Paid Leave Time
- Firm Paid Holidays and a Floating Holiday
- Paid Parental Leave
- Medical, Dental and Vision Insurance
- HSA & FSA
- 401K and Money Purchase Pension Plan
- Voluntary Worksite Benefits
- Short & Long Term Disability Insurance
- Life Insurance (Firm Paid and Voluntary for Employee and Dependents)
- Performance Evaluation Program with eligibility for an annual base salary increase and bonus
- Pre-Tax Parking Program
- Affinity Groups
- Paid Volunteer Activities
- Fitness Center Discounts
- Bar Association Dues
- Mobile Device Discount Program
- Notary Fees
- Mentorship and Buddy Program
Professional Growth
- Elevate your skills and knowledge in a supportive legal environment
Work/Life Harmony
- Empower our teams to achieve work-life balance while optimizing productivity
Team Environment
- Collaborate with experienced attorneys and legal professionals to achieve goals
Corporate Social Responsibility
- Foster positive change and make a meaningful impact through our unwavering commitment to corporate social responsibility
Schedule
N/A
Pay
$135,000.00 - $150,000.00