Estate & Trusts Administrator, Private Wealth Expert

Dechert LLP; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

The Trusts and Estates Administrator at Dechert LLP will work independently to assist lawyers and support the practice group, billing 1,500 hours annually, handling estate and trust administration matters, fiduciary tax matters, client accounts, and communications.

The role requires coordinating with fiduciaries, beneficiaries, and tax professionals; managing deadlines; maintaining records; and ensuring compliance with rules and firm protocols. Overtime may be required.

Qualifications

• Bachelor's Degree required. Paralegal Certificate preferred.
• Minimum of five years of relevant experience in estate and trust administration, fiduciary tax, or private wealth matters at a law firm, trust company, accounting firm, or financial institution.
• Excellent written and oral communication, interpersonal, and organizational skills.
• Ability to consistently prepare clear and concise documentation requiring minimal review and to consistently produce high-quality, client-ready work product.
• Proficiency with Microsoft Office Suite (Word, Excel, etc.).
• Knowledge of tax and fiduciary software such as Zane, CCH Axcess, OneSource, or similar applications a plus.

Responsibilities

• Independently manage the administration of estates and trusts, including preparation of probate petitions and related court filings, collection and valuation of assets, and communication with fiduciaries and beneficiaries.
• Assist with fiduciary tax administration, including gathering tax information, coordinating with tax preparers, and preparing supporting documentation.
• Track deadlines and manage multiple active estates, trusts and tax matters.
• Prepare agreements for informal settlement of accounts for estates and trusts.
• Prepare tax returns, including Federal Estate Tax Returns, PA, NJ, CT, and NY Estate and Inheritance Tax Returns, Federal Gift Tax Returns, Individual and Fiduciary Income Tax Returns.
• Maintain financial records and supporting documentation for use in preparation of tax returns, accountings, and trust administration matters.

Skills

Strong communication

Organizational skills

Analytical thinking

Team collaboration

Time management

Education

Bachelor's Degree

Paralegal Certificate

Tools

Microsoft Office

Tax/ fiduciary software

Job description

The Trusts and Estates Administrator at Dechert LLP will work independently to assist lawyers and support the practice group, billing 1,500 hours annually, handling estate and trust administration matters, fiduciary tax matters, client accounts, and communications.

The role requires coordinating with fiduciaries, beneficiaries, and tax professionals; managing deadlines; maintaining records; and ensuring compliance with rules and firm protocols. Overtime may be required.