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Talent Acquisition Coordinator

Withersworldwide Sep 20,2021 Aug 19,2021 Location USA New Haven CT
This job is expired...

Law Firm

Legal Staff

Litigation - Foreclosure (Lender-side)

Tax

Trusts and Estates

Profile

SCOPE OF RESPONSIBILITY:  This position will work within our Estate Administration Department.  Responsibilities include preparation of probate documentation and estate, gift, and income tax returns.  The position involves recurring and new work situations of moderate degree of complexity.  The role requires frequent contact with others inside and outside the firm including immediate partners, associates, supervisors, members of other departments and other offices, and clients, court personnel, and other professionals.

PRIMARY FUNCTIONS: 

  • Preparation of probate documents, death, gift and income tax returns for large estates
  • Prepare income projections and income tax planning
  • Maintain checkbooks and other bank and investment accounts
  • Assist with federal and state audits
  • Gather, value, and inventory estate assets, including real and personal property, financial accounts, stock holdings and safety deposit boxes
  • Calculate estimated taxes and cash needs
  • Transfer assets to beneficiaries and file all paperwork necessary to receive benefits
  • Prepare post mortem planning calculations
  • Perform other job related duties as assigned and assist attorneys when needed

SPECIFIC SKILLS DESIRED:

  • A minimum of 5 years as trust and estate administration paralegal or experience in a similar field OR entry level professional with strong tax or accounting background as we are willing to train the right candidate
  • Knowledge of tax and probate accounting software with Pro Systems and GEMS is a plus but not required
  • Strong working knowledge of Excel, Microsoft Word, and Outlook.  Experience with FileSite and Elite is highly preferred
  • Must possess the ability to multi-task and work under strict deadlines with strong attention to detail.
  • Ability to work independently when/if required
  • Strong written and verbal communication skills
  • Familiarity with legal terminology pertinent to the area of assignment.

EDUCATION:

  • Bachelor’s Degree required with a preference for the degree to be in tax or accounting
  • Must have strong accounting and math knowledge and technical skills

Company info

Company Profile

About Withersworldwide Withersworldwide has been acting for successful individuals, families and institutions for over 100 years. We advise clients on their business and personal legal needs both at home and abroad. In this fast moving and increasingly regulated world the need for integrated and timely advice has never been more urgent. We are recognized as the only dedicated international law firm for successful people, their families, their businesses and their philanthropic work. With offices in Europe, Asia, the United States, Australia and the Caribbean we provide coverage that other law firms focused on the individual cannot. We continually look for opportunities to ensure we are based in the same locations as our clients and their wealth. We have represented 42% of the Top-100 ‘Sunday Times Rich List’, as well as a significant number of the top 100 people listed in the US (Forbes) and a significant number in the Asian (Hurun) Rich List. Equal Opportunities Employment Statement It is the policy of Withers Worldwide to provide equal opportunities for all employees in relation to recruitment, training and promotion. Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of ethnic origin, religion, sex, age, sexual orientation or disability.