Private Clients Paralegal
Private Clients Paralegal
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$ 100000 - 130000
1 Vacancy
Job Description
Overview
Cleary Gottlieb is a pioneer in globalizing the legal profession. We have 16 offices in major financial centers around the world but we operate as a single integrated global partnership and not a U.S. firm with a network of overseas locations. The firm employs approximately 1100 lawyers from more than 50 countries.
Since 1946 our lawyers and staff have worked across practices industries jurisdictions and continents to provide clients with simple actionable approaches to their most complex legal and business challenges whether domestic or international. We support every client relationship with intellectual agility commercial acumen and a human touch.
Cleary Gottliebs 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.
The Private Clients paralegal will provide support to the U.S. private clients lawyers in all aspects of trust and estate administration.
Responsibilities
- Prepare edit and review probate or administration proceeding papers collection and valuation of assets payment of debts and bequests
- Prepare edit and review federal and state estate tax returns
- Prepare edit and review informal estate and trust accountings administration of ongoing trusts including distribution requests and income tax payments
- Review Form 1041s prepared by outside accountants
- Prepare edit and review receipt and release agreements fiduciary appointments and tax planning under the supervision of an attorney
- Be proactive in upcoming filing deadlines and meeting necessary deadlines
- Liaise with attorneys clients and various government agencies and services
Qualifications
- 5 years of experience in trusts and estates paralegal experience required
- Bachelors degree required
- Estate administration experience including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns probate documents and Surrogates Court related filings
- Knowledge of estate and trust income taxation
- Knowledge of fiduciary accounting preferred
- Experience with One Source Estate Tax Program (formerly FPS) NYSBA Surrogates Court program and Excel
- Ability to manage multiple tasks simultaneously while working in a fastpaced deadlinedriven environment
- Ability to effectively communicate and work directly with clients
- Ability to exercise discretion and maintain confidentiality of sensitive information
- Flexibility to work outside regular business hours including early mornings evenings and weekends as needed
*The estimated base salary range for this position is $100000 to $130000 at the time of posting. The actual salary offered will depend on a variety of jobrelated factors including skills education training credentials experience scope and complexity of role responsibilities geographic location and performance. This role is nonexempt meaning that it is overtime pay eligible.
Cleary provides a comprehensive benefits package including health care benefits. More information can be found here:Benefits
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.
Employment Type
Unclear
