Mid-level Trusts and Estates Associate - New York, United States - Sichenzia Ross Ference Carmel LLP

Sichenzia Ross Ference Carmel LLP
Sichenzia Ross Ference Carmel LLP
Verified Company
New York, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter


Description

NYC firm is seeking a Mid-Level Trusts and Estates associate with 3 to 5 years' experience in Estate Planning and Trust and Estate Administration for high-net-worth clients to join our growing Trusts and Estates practice.


Salary Range:
$130,000 - $150,000


Sichenzia Ross Ference Carmel LLP offers a comprehensive compensation and benefits package including a bonus and potential % of origination on new business.

This firm also supports a hybrid work schedule.


Qualifications:


  • Attorney licensed to practice law in the State of New York and in good standing.
  • Strong knowledge of Federal and New York estate tax laws.
  • Experience drafting wills, trusts, advance directives, ILITs and SLATs.
  • Prior exposure and understanding of Credit Shelter Trusts and QTIP trusts.
  • Experience preparing probate and administration petitions and knowledge of surrogate court procedures and rules.
  • Experience in estate administration including marshalling assets, accountings and funding trusts.
  • Strong attention to detail with ability to manage several matters in a fastpaced work environment.
  • Experience working directly with clients and cultivating relationships.
  • Ability to learn quickly and work independently once given a task.
  • Experience preparing Federal 706 and NY ET706 returns a plus, but not required.

Responsibilities

  • The associate will be working and communicating directly with clients.
  • Expected to independently draft estate planning documents including wills, trusts, advance directives, ILITs and SLATs, among others.
  • Collaborate well with a small team and report work status to partner.
  • Stay up to date on current laws and developments in trusts and estates law and tax legislation.
  • Assist and/or oversee paralegals with probate proceedings and estate and trust administration.
  • Conduct legal research to support client matters and issues.
  • Respond to clients in a timely manner.
  • Manage several clients and matters at a time.
  • Demonstrate a proactive approach in tackling challenges, displaying a willingness to take initiative and seek out solutions independently.
  • Exhibit a positive attitude towards learning and adapting to new tasks and areas of T&E law

Pay:
$120, $140,000.00 per year


Benefits:


  • 401(k)
  • 401(k)
matching

  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Work Location:
In person

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