| Location | New York |
| Website | https://sourceprosearch.com |
Location: New York, NY (On-site 4–5 days/week)
Schedule: Full-Time | Exempt
Salary Range: Up to $170K–$200K for a stellar candidate
Team: Individual Client Services (ICS)
Handle complex estate administration, including marshaling assets, arranging appraisals, and preparing all necessary court filings.
Prepare Federal and State estate tax returns and run estate/gift tax projections for trusts (e.g., GRATs, QPRTs).
Draft probate petitions, applications for preliminary letters testamentary, petitions for advance payment of commissions, and receipt and release agreements.
Manage IRS and state estate tax audits and assist with trust administration and accounting proceedings.
Guide and mentor junior legal assistants and collaborate closely with attorneys on estate and tax planning matters.
Interface directly with clients with sensitivity and professionalism, often during difficult or emotional circumstances.
Assemble required documentation for fiduciary accountants and ensure the accuracy and completeness of all filings and client deliverables.
10–15 years of specialized Trusts & Estates experience—ideally from an AM Law firm or a boutique firm focusing exclusively on T&E.
Proven ability to read and interpret wills, handle elder care matters (Medicaid/Medicare claims), and support complex trust/estate matters.
Advanced knowledge of estate and tax planning, probate procedures, and relevant court systems.
Proficiency in Microsoft Word, Excel, Outlook, and Adobe Acrobat; experience with OneSource and document management systems is a plus.
Exceptional communication skills, with the ability to manage a high volume of clients and cases while maintaining accuracy and empathy.
Strong leadership and mentorship capabilities with a collaborative team mindset.
Bachelor's degree or equivalent combination of education and hands-on experience.