Our client, a leading law firm based in NYC, is seeking an Estate and Trust Administrator to join their team! This position is hybrid (3 days on site, 2 days WFH), and based at their beautiful Midtown, Manhattan office.
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Job Responsibilities
- Collaborate with attorneys on estate administration tasks (date of death, final distributions, etc.)
- Draft and file legal documents such as court petitions, estate tax returns, and trustee changes
- Monitor the progress of probate for different cases
- Oversee the valuations and transfers of assets into estates
- Review bank and investment accounts and estate records
- Assist attorneys by providing responses to tax audits
- Work with attorney's out of state to manage estate assets outside of New York
- Draft receipts and releases as well as final distributions for estates and trusts
- Facilitate payment to trustees
- Review legal documents including reviewing wills, trusts, and court documents for tax-exempt clients
- Prepare annual reports for auditors
- Review estate accounting and inventory trust accounts
- Coordinate income and distributions from trusts, transferring of assets, and beneficiary payments
- Create trust allocation schedule and distribute assets at termination
- Obtaining tax identification numbers
- Perform other duties as assigned
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Skills and Qualifications
- Bachelor's degree required
- Notary Public commission required
- 5+ years' experience in Trust and Estate preferred
- Knowledge of state and federal estate tax laws (Estates, Powers and Trusts Law, New York Surrogate's Court Procedures Act, etc.)
- Experience and proficiency in Microsoft Office Suite, SuperForm, HotDocs, and Thomson Reuters OneSource Estate Tax
- Excellent attention to detail, written and verbal communication skills
- Organizational and time management skills
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Salary Range: $140,000 to $150,000 based on experience
Gainor provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender (including gender identity and expression), age, national origin, immigration status, marital or familial status, citizenship status, ancestry, physical or mental disability, genetic information, reproductive health decision making, veteran or military status, or any other characteristic or status protected under applicable federal, state, or local law.