Tax, Trust, & Estate Associate

Gpac; Pittsburgh (Allegheny County); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, and Vision

401K plans

Quarterly Bonus Structure

Job summary

GPAC is seeking an Estates Planning & Trusts Associate in Pittsburgh, PA. The attorney will handle administration of trusts and estates from inception to completion and draft essential documents such as Wills, Trusts, Powers of Attorney, and Health Care Directives.

Ideal candidates will have at least 2 years of experience in tax, trust administration and estate planning, be licensed in Pennsylvania, and be proficient with Westlaw and LexisNexis.

Qualifications

• 2 years minimum experience in Tax, Trust Administration and Estate Planning (internships may count)
• Licensed to practice in Pennsylvania
• Proficient in Word, Excel and Outlook
• Proficient with Westlaw and LexisNexis
• Strong academic and employment credentials
• Clear and effective written and verbal communication
• Advanced research and writing skills

Responsibilities

• Administer trusts and estates from inception to completion, drafting related documents.
• Draft wills, trusts, powers of attorney, health care directives, and other estate planning documents.
• Review documents prepared internally by other attorneys and paralegals.
• Conduct legal research on probate and estate planning issues.
• Review documents with attention to detail.
• Interface with clients and opposing counsel professionally.
• Build relationships with existing clients and participate in networking and business development.
• Work in a team and support peers.

Skills

Microsoft Office

Legal research tools

Communication skills

Research & writing

Education

Licensed to practice in Pennsylvania

Tools

Westlaw

LexisNexis

Job description

ESTATES PLANNING & TRUSTS ASSOCIATE

Responsibilities : (will include, but are not limited to)

• Handling the administration of Trusts and Estates from inception to completion, reviewing and drafting Trust and Probate administration documents and other related documents.
• Drafting of Wills, Trusts, Powers of Attorney, Health Care Directives and other appropriate estate planning documents.
• Review estate planning documents drafted internally by other attorneys and paralegals.
• Legal research is required regarding probate, estate planning issues and related areas.
• Review documents with superior attention to detail.
• Conduct legal research regarding complex procedural and substantive issues.
• Interface with clients and opposing counsel in a professional manner.
• Build relationships with existing clients, including involvement in networking and business development activities.
• Work within a team and support peer associates.

Requirements:

• 2 year of experience MINIMUM of Tax, Trust Administration and, Estate Planning. (Internships may count toward this)
• Licensed to practice in Pennsylvania.
• Proficient in Microsoft Office Suite including Word, Excel and Outlook.
• Proficient with legal research tools, including Westlaw and LexisNexis.
• Strong academic and employment credentials.
• Ability to communicate clearly and effectively - both orally and in writing.
• Advanced research and writing skills.

Benefits:

• Medical, Dental, and Vision.
• 401K plans
• Salary Range: BASED OFF OF LEVEL OF EXPERIENCE (will pay more depending on experience & BOB is a plus)
• Billings: 1500 billed hours required.
• Quarterly Bonus Structure.
• Work Type: In-office mostly; there is discretion of course to manage your day and its location. Ability to work independently and efficiently, as well as in a team environment involving extensive collaboration with other attorneys, paralegals, and office staff.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information or any other status protected by applicable laws or regulations.