Trust & Estate Associate Attorney - Tax & Administration

Liberty Personnel Services, Inc.; Fort Wayne (IN); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Employer-sponsored insurance benefits

Professional liability coverage

Licensing/registration expense support

Parking

Job summary

A well-established law firm seeks an attorney for its Trust and Estate Administration practice. The role emphasizes federal estate and gift tax matters, generation-skipping transfer tax, and fiduciary income tax, with substantial client interaction.

Experience in estate planning, real estate, corporate, or nonprofit work is a plus but not required. You will advise and guide clients, review tax records, and file related returns while coordinating with professionals throughout the administration

Qualifications

• Juris Doctor (J.D.) from an accredited law school.
• Admission to the applicable state bar, or eligibility for admission.
• Interest or experience in trusts, estates, estate administration, or related tax matters.
• Strong legal research, writing, analytical, and organizational skills.
• Excellent client communication and interpersonal skills.
• Ability to work independently while collaborating effectively with attorneys and other professionals.
• Strong attention to detail and ability to manage multiple matters and deadlines.

Responsibilities

• Prepare court pleadings, proposed orders, notices, and other legal documents related to estate and trust administration.
• Communicate directly with clients and other advisors regarding administration matters.
• Meet with clients to discuss estate and trust-related issues and provide practical legal guidance.
• Prepare and electronically file pleadings, motions, and other court documents.
• Review real estate, financial, and tax records related to a decedent's assets.
• Prepare estate and trust accountings, funding calculations, and related documentation.
• Advise clients on federal estate, gift, generation-skipping transfer, and fiduciary income tax matters.
• Prepare and assist with the filing of federal gift and estate tax returns.
• Coordinate with clients, financial professionals, accountants, and other advisors throughout the administration process.
• Manage multiple matters while maintaining strong attention to detail and meeting applicable deadlines.

Skills

Legal research

Legal writing

Analytical thinking

Organizational skills

Client communication

Interpersonal skills

Education

Juris Doctor (J.D.) from an accredited law school

Job description

A well-established law firm seeks an attorney for its Trust and Estate Administration practice. The role emphasizes federal estate and gift tax matters, generation-skipping transfer tax, and fiduciary income tax, with substantial client interaction.

Experience in estate planning, real estate, corporate, or nonprofit work is a plus but not required. You will advise and guide clients, review tax records, and file related returns while coordinating with professionals throughout the administration