Trust & Estates Associate

NORRIS MCLAUGHLIN, P.A. • Bridgewater, NJ

2d • $150,000 - $170,000 • Onsite

About The Position

The New Jersey office of Norris McLaughlin, P.A., has an opening for a trust and estate associate with at least 5 years of complex estate planning, estate administration and individual and fiduciary taxation experience. The position provides the opportunity to further develop skills and to be an integral part of our Estate Planning and Administration & Wealth Preservation group.

Requirements

• Juris Doctorate Degree
• Excellent drafting skills
• Excellent writing and communication skills
• Must be bar admitted in the state of New Jersey with dual admission to New York preferred.

Nice To Haves

• LL.M. in Taxation preferred.
• Pennsylvania is a plus

Responsibilities

• Form non-profit entities and prepare and file related applications for tax-exempt status
• Handle all aspects of Trust Administration, including Fiduciary Accountings and associated court filings
• Form LLCs, corporations, and partnerships in connection with clients’ estate plans, prepare related Operating, Shareholder and Partnership Agreements and transfer documents
• Prepare Federal Gift Tax Returns
• Ample opportunity for direct client contact

Benefits

• Medical, dental, and vision insurance
• 401(k) with firm contribution
• PTO and paid holidays
• Paid parental leave
• Life and disability insurance
• Wellness and employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Ph.D. or professional degree