Junior Private Client Associate

Faegre Drinker Biddle & Reath LLP; Indianapolis (IN); Hybrid; USD 125,000 - 190,000; Full time

Job summary

Faegre Drinker Biddle & Reath LLP in Indianapolis seeks an associate to handle sophisticated estate planning, estate and trust administration, and transfer tax matters for individuals, families, fiduciaries, non-profits, and closely held businesses.

The role involves drafting planning and administration documents, researching estate, trust, and tax issues, and preparing estate and gift tax returns while supporting administration work; probation/trust experience is valued.

Qualifications

• Draft estate planning and administration documents; research estate, trust and tax law issues; prepare estate and gift tax returns; assist with estate and trust administration work.
• Demonstrated success in work related to trust and estate administration, probate, or gift and estate tax is required.
• Comfort with working with financial and tax-related data in Excel is preferred.
• In-office work policy requires attorneys to work from a Faegre Drinker office three days per week.

Responsibilities

• Draft estate planning and administration documents and research estate, trust and tax law issues.
• Prepare estate and gift tax returns and assist with estate and trust administration work.

Skills

Estate planning

Estate/trust administration

Tax research

Excel proficiency

Document drafting

Tools

Excel

Job description

Overview

• The position offers work on sophisticated estate planning, estate and trust administration, and transfer tax matters for individuals, families, fiduciaries, non-profit organizations, and closely held businesses.
• The associate will draft estate planning and administration documents, research estate, trust and tax law issues, prepare estate and gift tax returns, and assist with estate and trust administration work.
• Demonstrated success in work related to trust and estate administration, probate, or gift and estate tax is required.
• Comfort with working with financial and tax-related data in Excel is preferred.
• The firm's in-office work policy requires attorneys to work from a Faegre Drinker office three days per week.