Trust & Estates Specialist (New York)

Sheppard, Mullin, Richter & Hampton, a global Am Law 50 firm, has an immediate opening for a Trust & Estates Specialist with specialized expertise in trust and estate accounting in our New York office. Key Responsibilities Assist and coordinate administration of complex estates, including probate filings and related administrative duties. Prepare fiduciary accountings for trusts and estates. Maintain detailed records of receipts, disbursements, distributions, and asset valuations. Reconcile bank and investment accounts associated with trusts and estates. Prepare and file estate tax returns (Form 706) and gift tax returns (Form 709). Ensure compliance with applicable state and federal laws, probate court requirements, and trust documents. Monitor and track deadlines for tax filings, court submissions, and distributions. Analyze and report on investment performance, principal and income allocations, and trust distributions. Support estate administration, including asset transfers, valuations, and liquidation. Participate in audits and respond to requests from regulatory authorities. Maintain confidentiality and uphold fiduciary standards in all client interactions. Qualifications Bachelor’s degree in Accounting, Finance, or related field; CPA or Enrolled Agent preferred. Minimum 10 years of experience. Strong knowledge of fiduciary tax laws, probate procedures, and trust administration. Proficiency in fiduciary accounting software Experience preparing fiduciary income tax returns and estate tax returns. Excellent analytical, organizational, and communication skills. Ability to work independently and collaboratively with legal and financial professionals. High attention to detail and commitment to accuracy. Discretion and professionalism in handling sensitive client information. Preferred Skills Experience with complex estates, charitable trusts, and family foundations. Familiarity with multi-state trust and estate administration. Advanced Excel skills and experience with financial modeling. Knowledge of investment management and reporting for fiduciary accounts. New York: The pay range for this position is: $195,000 - $205,000 per year. Please note that the foregoing compensation information is a good-faith assessment associated with this position only and is provided pursuant to the New York City Salary Transparency Law. Sheppard is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity and/or expression, national or ethnic origin, ancestry, citizenship, age, marital status, protected medical condition, physical or mental disability, veteran status, or any other characteristics protected by law.