Trust And Estates Associate Job at Robert Half (New York)

Trust and Estates Associate Attorney

We are looking for a skilled and motivated Associate Attorney to join our client...

Location

United States , Willow Grove, Fort Washington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active bar license in good standing to practice law in Pennsylvania
A minimum of 2-5+ years of experience requiring attention to detail in Trusts, Estates, and Corporate Law
Strong skills in client management and effective, detail-oriented communication
Ability to perform complex legal research and draft detailed legal documents
Familiarity with corporate and estate taxation processes
Reliable ability to commute to Fort Washington, Pennsylvania, as needed for firm responsibilities
Juris Doctor degree from an accredited law school
Demonstrated ability to handle sensitive and confidential information with discretion

Job Responsibility

Draft comprehensive estate planning documents, including wills, trusts, health care directives, and powers of attorney
Manage estate and trust administration processes, such as preparing settlement agreements, overseeing accountings, and modifying trust agreements
Assist with the formation and governance of business entities, including LLCs, corporations, and partnerships, along with necessary filings under the Corporate Transparency Act
Prepare and negotiate legal documents for business transactions, including purchase agreements, employment contracts, and real estate leases
Conduct detailed legal research in areas such as taxation, corporate law, and estate planning
Review and prepare fiduciary and personal income tax returns with accuracy and attention to detail
Collaborate effectively with other departments or practice areas to support comprehensive client solutions
Maintain strong client relationships by addressing their needs and providing clear communication throughout legal processes
Ensure compliance with legal standards and deadlines in all aspects of work

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Trust and Estates Paralegal

We are looking for an experienced and detail-oriented Trust and Estates Paralega...

Location

United States , Grove City

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least three years of experience as a trust and estates paralegal
Advanced knowledge of Pennsylvania inheritance tax return preparation and estate administration practices
Proficiency in the Lackner System or comparable estate management software
Ability to work onsite with some flexibility for personal scheduling needs
Excellent communication skills and a detail-oriented approach in client interactions
Strong ability to work independently while managing multiple cases simultaneously
Familiarity with residential and commercial real estate transactions related to estate matters

Job Responsibility

Oversee the administration of up to 25 trust and estate cases simultaneously, ensuring accuracy and progress at various stages
Prepare and submit Pennsylvania inheritance tax returns while handling all related estate administration tasks
Support estate planning and succession planning by maintaining thorough documentation and compliance standards
Coordinate residential and commercial real estate transactions associated with estate matters
Build and maintain strong client relationships by providing clear communication and updates throughout each process
Work onsite five days a week to collaborate with team members and provide a consistent presence
Utilize the Lackner System or similar estate management software efficiently for case tracking and administration

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
access to top jobs, competitive compensation and benefits, and free online training

Trust & Estates Associate Attorney

A prominent, full-service Wisconsin firm is seeking a Trust & Estates Attorney t...

Location

United States , Madison

Salary:

150000.00 - 200000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience in a law firm setting
Estate planning and wealth transfer strategies
Trust and estate administration
Drafting estate plans and advising on related tax matters and reporting
Corporate and business succession planning, including drafting and negotiating operating agreements, shareholder agreements, and buy/sell agreements

What we offer

Competitive compensation
Hybrid in-office flexibility
A highly collaborative and collegial work environment

Fulltime

Trusts and Estates Associate Attorney

Beacon Hill Legal is partnering with a well-established, full-service law firm i...

Location

United States , Bloomington

Salary:

80000.00 - 110000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

JD from an accredited law school and admission to practice in Illinois
At least 2 years of transactional experience (3-5 preferred)
estate planning experience required
Additional experience in real estate or business transactions a plus
Strong academic background, attention to detail, and client-service orientation

Job Responsibility

Handle estate planning, including drafting wills, trusts, and related documents
Advise businesses and individuals on a range of transactional matters
Draft, review, and negotiate contracts and related documents
Assist in real estate or business-related transactions as needed
Work directly with clients and firm leadership on complex, high-impact legal issues
Build and maintain client relationships within Bloomington and the Central Illinois community

What we offer

Collegial, mentorship-driven environment
Collaborative, growth-oriented culture committed to long-term attorney success

Fulltime

Trusts and Estates Litigation Associate

McCarter and English is seeking a Trusts and Estates Litigation associate for ou...

Location

United States , Newark

Salary:

170000.00 - 210000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Judicial clerkship experience in the Chancery Division or Appellate Courts desired
3-5 years of experience in litigation
NJ and NY Bar admission
Strong academic background

What we offer

Firm-paid basic life and AD&D insurance
Firm-paid short-term and long-term disability benefits
Comprehensive medical/prescription drug coverage
High deductible health plan with annual Firm HSA contribution
Employee-paid dental and vision coverage
Employee-paid supplemental health plans (accident, cancer, critical illness)
Flexible spending accounts
Optional life and AD&D insurance
Supplemental STD coverage
401(k) plan with pre-tax, Roth, after-tax contributions

Fulltime

Trust Associate

Seeking an 'Trust Associate' to work in a respected Trust here in ABQ. Looking f...

Location

United States , Albuquerque

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experienced with Microsoft Excel
light QuickBooks as well is helpful
Must have strong interpersonal and communication skills, initiative, dependability, high level of motivation, and the ability to multi-task
Outstanding organizational skills, excellent follow-up skills, detail oriented, and an ability to work well under pressure
Proficiency with Microsoft Office is required
Must be able to pass a background and credit check

Job Responsibility

Open/Closes all assigned trust accounts on trust accounting system
Liaison between various Operations Department functions and the Trust Officer
Maintains a tickler system for all assigned trust accounts, performs duties with a high level of follow-up
Processes payments, distributions, real estate taxes, and estimated tax payments for assigned accounts
Communicates with clients, beneficiaries, portfolio managers, attorneys, CPAs and other trust professionals regarding accounts as assigned
Monitors account activity ensuring compliance with established policies, procedures, rules and regulations
Maintains accurate files and records of assigned accounts
Serves as a back up for Front Desk Administrator
Performs other duties as assigned

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

Trusts & Estates Associate

A well-established and growing law firm is seeking a Trusts & Estates Associate ...

Location

United States , Punta Gorda

Salary:

100000.00 - 135000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

2–5 years of trusts & estates, estate planning, or probate experience
Strong drafting skills and attention to detail
Ability to explain complex legal concepts in a clear, client-friendly manner
Relationship-driven with strong interpersonal skills
Organized, responsive, and team-oriented
At least 2 years of experience in trusts and estates, estate planning, probate, or closely related legal work
Active license to practice law and ability to work as a licensed attorney in the applicable jurisdiction
Demonstrated strength in legal drafting with close attention to accuracy and detail
Ability to explain legal concepts in a straightforward, client-focused manner
Strong interpersonal skills and a relationship-oriented approach to client service

Job Responsibility

Draft estate planning documents, including wills, trusts, and related instruments
Manage probate and trust administration matters from start to finish
Conduct legal research and provide practical, client-friendly guidance
Communicate directly with clients, advisors, and internal team members
Participate in client meetings and ongoing relationship management
Take on increasing responsibility for case management and business development

What we offer

Medical, life, AD&D, and long-term disability insurance
401(k) with employer match and profit-sharing potential
Paid time off and holidays
CLE allowance
Business development and client expense budget

Fulltime

Trust & Estates Manager

This role is based within the Tax Department at our Bury St Edmunds office and w...

Location

United Kingdom , Bury St Edmunds

Salary:

Not provided

Churchgate Accountants

Expiration Date

Until further notice

Requirements

A minimum of five years’ relevant experience working in Trusts and Estates
CTA and/or STEP qualification
Strong technical knowledge of Trusts, Estates and private client taxation, with the ability to interpret and apply complex legislation accurately
Sound commercial awareness, with an understanding of recoverability, WIP management and client service standards
Excellent written and verbal communication skills, with the ability to explain complex trust and tax matters clearly to clients and professional intermediaries
A professional and confident client facing manner, capable of building long term trusted adviser relationships
Highly organised and methodical, with strong time management skills and a calm, pragmatic approach under pressure
A collaborative team player, able to work effectively with tax, accounts, legal and financial planning colleagues to deliver a joined up service

Job Responsibility

Acting as a trusted adviser to clients, identifying advisory opportunities and ensuring clients’ tax positions are optimised while balancing their wider personal and family objectives
Preparing and reviewing ad hoc advisory reports and providing general advice for clients with Trusts and Estates
Providing trust technical support to the wider Tax Department and the firm as a whole
Managing your own portfolio of clients, ensuring compliance deadlines are met and a consistently high standard of client service is delivered, including attendance at meetings and handling written and verbal correspondence
Reviewing Trust & Estate self-assessment tax returns and personal tax returns, including related tax calculations, and dealing with all associated correspondence with clients, HM Revenue & Customs and third parties
Reviewing Trust & Estate Accounts prepared using the firm’s software (CCH Trust Accounts)
Reviewing Inheritance Tax returns for Trusts and Estates
Taking on new clients via the firm’s website, email and telephone enquiries, as well as through marketing initiatives
Promoting the Trust department through publications, seminars and social media activity
Supporting, mentoring and training other members of the Trusts and Estates team

What we offer

A competitive starting salary
27 days holiday (excluding bank holidays)
Birthday Leave
Holiday purchase/sale scheme
Flexible homeworking policy
Matching employer pension contributions of up to 6% salary
Salary sacrifice available for pension contributions
Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension Age
Private Health Insurance – Individual cover available
Paid study leave

Fulltime

Select Country

Trust And Estates Associate

Job Responsibility

Requirements

What we offer

Looking for more opportunities?