Trusts amp Estates/Tax Specialist

Profile

Practice Support
1 Opening
New York
Job Number: 2004
The Practice Support Services Department of Arnold & Porter has a Trusts & Estates/Tax Specialist opening in the New York office. Applicants should submit a cover letter, resume, school transcript and a short writing sample for consideration.
The Specialist will provide high level support to the Trusts and Estates (Tax) Group on various aspects of estate planning, trust administration and handling of probate proceedings.
Responsibilities include but are not limited to:
Finds and secures probate and non-probate assets.
Collects proceeds from life insurance.
Addresses tax issues.
Advises on decedents final bill payments.
Assists with the sale of estate property.
Prepares and files all documents required in the probate process.
Drafts probate pleadings.
Notifies decedent’s creditors.
Transfers assets into the name of the estate and/or trust.
Prepares inventory listings of assets beginning with the date of death.
Prepares accountings from the date of death through the closing of the probate process.
Prepares fiduciary tax returns.
Prepares and files estate tax returns.
Transfers assets to beneficiaries.
Obtains tax ID numbers and drafts tax returns.
Drafts trust agreements, inventories, petitions and pleadings.
Assists with hiring, interviewing, and training legal assistants.
Qualifications:
A four-year college degree or equivalent experience required.
Minimum of eight (8) years previous relevant trust and estate experience, including probate, trust administration and return preparation and a minimum of two (2) years of prior supervisory experience.
Accounting, estate planning and tax preparation experience a plus.
Experience in Microsoft Office Suite.
Familiarity with One Source Trust & Estate Administration (Thompson Reuters), Estate Val, Gift Val, Estate Planning Tools, Superforms and Internal Revenue Service website for completing various miscellaneous forms.
Superior organizational skills with the ability to prioritize and manage a large workload efficiently and effectively.
Highly detail-oriented, including the ability to assess and respond to underlying detail issues and implications.
Excellent written and oral communication skills.
Ability to coordinate directly with client (or their family office), financial institutions, etc.
Exceptional interpersonal skills, a commitment to professionalism, integrity, and collegiality.
Proven ability to multi-task and set priorities while meeting deadlines in a fast-paced environment.
Exceptional problem solving skills, critical thinking abilities and the ability to work well under pressure.
Flexibility to work overtime as necessary, including nights and weekends and travel, as necessary.
Arnold & Porter Kaye Scholer LLP is an equal opportunity and affirmative action employer that does not discriminate on the basis of race, color, creed, religion, national origin, sex (which includes pregnancy, childbirth, breastfeeding and related medical conditions), age, marital or partnership status, familial status, sexual orientation, gender, gender identity, gender expression, transgender, physical or mental disability, medical condition, family leave status, citizenship status, immigration status, ancestry, genetic information, military or veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. All qualified applicants will receive consideration for employment without regard to any characteristic protected by local, state, or federal laws, rules, or regulations.
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