Trusts & Estates Partner

Full service firm with 2 locations in NY and one in CA!

This Jobot Job is hosted by : Mallory Schreiner

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Salary : $150,000 - $220,000 per year

A bit about us :

Full service firm with 2 locations in NY and one in CA!

Why join us?

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Job Details

Job Details :

We are seeking a highly motivated and experienced Permanent Trusts & Estates Partner to join our dynamic Accounting + Finance team. This is a unique opportunity for a seasoned professional to contribute their expertise in estate, probate, and trust administration to our well-established firm. The successful candidate will play a crucial role in managing, planning, and executing a broad range of trusts and estates matters, providing strategic advice to clients, and contributing to the growth and success of our team. This is a challenging and rewarding role that requires a deep understanding of trusts and estates, superior analytical skills, and a strong commitment to client service.

Responsibilities :

• Provide expert counsel to clients on all aspects of trusts and estates, including estate planning, probate, and trust administration.
• Develop and implement comprehensive estate plans that meet client's specific objectives and needs.
• Manage all aspects of trust administration, including the preparation of trust accounts, tax returns, and other necessary documentation.
• Represent clients in probate court proceedings and handle all aspects of probate administration.
• Collaborate with other team members to develop and implement strategies for business development and client service improvement.
• Stay abreast of developments in trusts and estates law and practice, and participate in professional development activities to continually improve skills and knowledge.
• Contribute to the firm's reputation by delivering high-quality, professional services to clients.

Qualifications :

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