Trust & Estates Associate

About the role

The New Jersey office of Norris McLaughlin, P.A., has an opening for a trust and estate associate with at least 5 years of complex estate planning, estate administration and individual and fiduciary taxation experience. The position provides the opportunity to further develop skills and to be an integral part of our Estate Planning and Administration & Wealth Preservation group.

Responsibilities

• Form non-profit entities and prepare and file related applications for tax-exempt status
• Handle all aspects of Trust Administration, including Fiduciary Accountings and associated court filings
• Form LLCs, corporations, and partnerships in connection with clients’ estate plans, prepare related Operating, Shareholder and Partnership Agreements and transfer documents
• Prepare Federal Gift Tax Returns
• Ameuble ample opportunity for direct client contact

Qualifications

• Juris Doctorate Degree LL.M. in Taxation preferred
• Excellent drafting skills
• Excellent writing and communication skills
• Must be bar admitted in the state of New Jersey with dual admission to New York preferred. Pennsylvania is a plus
• Strong

Benefits

• Medical, dental, and vision insurance
• 401(k) with firm contribution
• PTO and paid holidays
• Paid parental leave
• Life and disability insurance
• Wellness and employee assistance programs

Our Commitment to an Inclusive Environment

We cultivate a culture of inclusion for all employees that respects their backgrounds, experiences, views, and strengths. Our differences in culture and beliefs enable us to be a better team. The Firm does not discriminate in employment opportunities or practices on the basis of race, religion, creed, color, national origin, ancestry, age, marital status, civil union status, domestic partnership status, affectional or sexual orientation, genetic information, pregnancy or breastfeeding, sex, gender identity or expression, disability or atypical hereditary cellular or blood trait of any individual, or because of the liability for service in the Armed Forces of the United States or the nationality of any individual or any other characteristic protected by law, in accordance with applicable federal, state, and local laws governing nondiscrimination in employment.