Estate & Tax Planning Associate (3–6 yrs)

RIM Recruitment Professionals; New York (NY); Vor Ort; USD 140.000 - 190.000; Vollzeit

Zusammenfassung

RIM Recruitment Professionals seeks a Tax, Trusts & Estates Associate with 3+ years of experience for our New York offices. The position focuses on designing customized estate plans, drafting advanced documents, and managing complex trust administration.

You will advise on gift, GST, and income tax strategies and coordinate with other professionals to ensure cohesive planning. The ideal candidate has a JD with active bar admission, an LL.M.

Qualifikationen

• J.D. from an accredited law school and active member of the State Bar.
• 3–6 years of relevant experience in a law firm or boutique trusts and estates practice.
• LL.M. in Taxation or CPA background preferred.
• Strong working knowledge of federal estate, gift, and income tax law.
• Excellent drafting, organizational, and client communication skills.
• Detail-oriented, proactive, and capable of managing multiple priorities under tight deadlines.
• Familiarity with estate planning and tax software (e.G., GEMS, WealthCounsel, HotDocs) is a plus.
• Bar admission in one or more states in which the Firm has an office and where the candidate desires to be resident is required.
• Strong academic credentials, excellent oral and written communication skills required.

Aufgaben

• Design and implement estate plans tailored to clients' financial and personal goals.
• Draft and review sophisticated estate planning documents, including GRATs, SLATs, ILITs, QTIPs, and charitable trusts.
• Handle complex trust and estate administration, including probate, fiduciary duties, and asset transfers.
• Advise clients on estate, gift, GST, and income tax strategies, including lifetime giving, business succession, and charitable planning.
• Prepare and/or supervise the preparation of federal and state estate, gift, and fiduciary income tax returns (Forms 706, 709, 1041).
• Coordinate with clients’accountants, financial advisors, and other professionals to ensure cohesive planning.
• Conduct legal research and stay current on changes in relevant tax and estate laws.
• Participate in client meetings and manage day-to-day client communications with professionalism and efficiency.
• Assist with training and mentoring junior associates and paralegals as needed.

Kenntnisse

Estate planning

Taxation knowledge

Drafting

Client communication

Legal research

Ausbildung

J.D. from an accredited law school

LL.M. in Taxation

CPA background

Tools

GEMS

WealthCounsel

HotDocs

Jobbeschreibung

RIM Recruitment Professionals seeks a Tax, Trusts & Estates Associate with 3+ years of experience for our New York offices. The position focuses on designing customized estate plans, drafting advanced documents, and managing complex trust administration.

You will advise on gift, GST, and income tax strategies and coordinate with other professionals to ensure cohesive planning. The ideal candidate has a JD with active bar admission, an LL.M.