Cleary Gottlieb Steen & Hamilton
Senior Staff Attorney - Private Clients
Cleary Gottlieb Steen & Hamilton, East Saint Johnsbury, Vermont, United States,
OverviewCleary Gottlieb’s private clients practice helps clients protect and administer family wealth, and plan for the transmission of wealth to family members and charities, with sophisticated but practical tax advice integrated into confidential estate plans that reflect clients’ family, charitable and business objectives.Staff Attorneys provide support to the U.S. private clients lawyers in all aspects of estate administration, including:Estate and tax planningAdministration of trusts and estatesFamily businessesPremarital and marital agreementsFamily law – separation and divorceFamily disputesPlanning for retirement and disabilityPrivate investmentsTransactions involving residential real estate, art, boats and aircraftFamily charities and charitable givingResponsibilities
Responsibilities will comprise estate and trust administration and basic estate planning, including the:Preparation of probate and administration proceeding papersManagement of the collection and valuation of assets, payment of debts and bequestsPreparation and filing of federal and state estate tax returnsPreparation of informal estate and trust accountingsAdministration of ongoing trusts, including distribution requests and income tax paymentsReview of Form 1041s prepared by outside accountantsPreparation of receipt and release agreements, fiduciary appointments and tax planningPreparation of basic estate planning documents such as wills and trustsLiaise with attorneys, paralegals and clients and various government agencies and servicesQualifications
5+ years of experience in trusts and estates requiredJ.D. from an ABA-accredited law school and be admitted to the New York Bar. Additional admissions to NJ, CT and/or FL bar is preferrable but not required.Estate administration experience, including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns, probate documents and Surrogate’s Court related filingsKnowledge of estate and trust income taxationKnowledge of fiduciary accounting preferredExperience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate’s Court program and ExcelAbility to manage multiple tasks simultaneously while working in a fast-paced, deadline-driven environmentAbility to effectively communicate and work directly with clientsAbility to exercise discretion and maintain confidentiality of sensitive informationFlexibility to work outside regular business hours, including early mornings, evenings and weekends as needed*The estimated base salary range for this position is $150,000 to $160,000 at the time of posting.The actual salary offered will depend on a variety of job-related factors, including skills, education, training, credentials, experience, scope and complexity of role responsibilities, geographic location, and performance. This role is exempt meaning it is not overtime pay eligible.At Cleary Gottlieb, all members of our community deserve respect as individuals and appreciation for the contributions they make to our community. We champion diversity, equity, and inclusion, and creating equal opportunities to develop and succeed.
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Responsibilities will comprise estate and trust administration and basic estate planning, including the:Preparation of probate and administration proceeding papersManagement of the collection and valuation of assets, payment of debts and bequestsPreparation and filing of federal and state estate tax returnsPreparation of informal estate and trust accountingsAdministration of ongoing trusts, including distribution requests and income tax paymentsReview of Form 1041s prepared by outside accountantsPreparation of receipt and release agreements, fiduciary appointments and tax planningPreparation of basic estate planning documents such as wills and trustsLiaise with attorneys, paralegals and clients and various government agencies and servicesQualifications
5+ years of experience in trusts and estates requiredJ.D. from an ABA-accredited law school and be admitted to the New York Bar. Additional admissions to NJ, CT and/or FL bar is preferrable but not required.Estate administration experience, including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns, probate documents and Surrogate’s Court related filingsKnowledge of estate and trust income taxationKnowledge of fiduciary accounting preferredExperience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate’s Court program and ExcelAbility to manage multiple tasks simultaneously while working in a fast-paced, deadline-driven environmentAbility to effectively communicate and work directly with clientsAbility to exercise discretion and maintain confidentiality of sensitive informationFlexibility to work outside regular business hours, including early mornings, evenings and weekends as needed*The estimated base salary range for this position is $150,000 to $160,000 at the time of posting.The actual salary offered will depend on a variety of job-related factors, including skills, education, training, credentials, experience, scope and complexity of role responsibilities, geographic location, and performance. This role is exempt meaning it is not overtime pay eligible.At Cleary Gottlieb, all members of our community deserve respect as individuals and appreciation for the contributions they make to our community. We champion diversity, equity, and inclusion, and creating equal opportunities to develop and succeed.
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