Trusts amp Estates/tax Senior Legal Assistant

Profile

Trusts & Estates/Tax Senior Legal Assistant

The candidate will assist in preparing estate planning documents, transactional documents, Internal Revenue Service (IRS) forms, beneficiary designation forms and draft documents as needed. Process executed documents and prepares correspondence to clients, accountants and family offices enclosing copies and/or original executed estate planning documents and/or transaction binders. Gather, review and organize asset information for eventual probate and estate tax reporting. Prepare and/or coordinate the preparation of probate filings, electronic probate filings and estate tax return filings both locally and throughout the United States. Coordinate with out-of-state legal assistants at other Arnold & Porter locations and other counsel’s offices to assist with local probate and tax filings. Prepare and file various IRS forms. Assist in compiling documents for and prepare responses to IRS audit requests. Prepare illustrations for various components of estate and trust administrations – asset structures; estate and trust administrations and disposition of assets. Prepare estate and trust annual accountings. Should have high school diploma, with a four-year college degree is strongly preferred. Should have 3+ years of Trust and Estate legal assistant experience. Accounting, estate planning and tax preparation experience is a plus.

Additional Information

Send cover letter, resume and writing sample.

Company info

Arnold & Porter Kaye Scholer LLP
399 Park Avenue
New York
New York
United States 10022
Website : https://www.arnoldporter.com