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Trusts and Estates Specialist

1 month ago

New York, New York, United States Jrd Associates Full time

Job Summary: We are seeking a highly skilled Trusts and Estates Associate to join our team at Jrd Associates. The ideal candidate will have 7+ years of experience in estate planning and administration, with a strong background in drafting complex documents and working closely with partners and clients.

Key Responsibilities:

  • Drafting estate planning documents, including wills, trusts, and estate administration documents
  • Preparing IRS and NYS estate tax returns and audits
  • Working closely with partners and clients to provide exceptional service and support
  • Assisting with the formation and operation of private and public not-for-profit organizations

Requirements:

  • JD and NY Bar admission
  • 7+ years of experience in estate planning and administration
  • Excellent writing and interpersonal skills
  • Ability to prioritize and execute client instructions

What We Offer:

  • Competitive salary of $200K-$250K+
  • Solid benefits and bonus structure
  • Opportunity to work with a top law firm in New York