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Paralegal II - Trusts & Estates

Job ID: 4979

Updated: Mar 22, 2019

Location: New York, NY, United States

Category: Paralegal


About Kirkland & Ellis

Kirkland & Ellis LLP is a preeminent, full-service law firm with offices around the world and a staff as diverse as the practice areas we support. Our clients range from Fortune 100 companies to medium and small corporations, financial institutions, and private equity firms.  Known for our commitment to excellence, Kirkland strives to provide superior service to our clients as well as our fellow employees. From Information Technology to Human Resources, Paralegal Services to Business Development, Kirkland offers non-attorney professionals challenging careers in a variety of functional areas. Whether starting or growing your career, Kirkland can offer a performance-driven culture filled with bright and innovative teams of co-workers.

Essential Job Functions

The New York office is seeking a Trusts & Estates Paralegal who will assist with estate planning and the administration of estates and trusts from beginning to end.

Responsibilities include:

  • Corresponding with clients requesting gift information and monitoring the status of gift tax  returns; preparing gift tax returns
  • Preparing life insurance forms transferring ownership and changing beneficiaries of life insurance policies
  • Assisting in all phases of the estate administration process from the collection of assets to final distribution to the heirs
  • Preparing probate court documents, scheduling hearing dates to open and close the estates
  • Monitoring deadlines of key dates and by working with Calendar Court Services to provide e-mail reminders of upcoming deadlines
  • Working with clients and their advisors to obtain asset information and other documentation necessary to prepare estate tax returns
  • Preparing federal estate tax returns and appropriate state estate tax returns
  • Maintaining estate administration files and having a complete set of the correspondence, memos and administrative documents
  • Maintaining estate asset lists with dates of death values
  • Assisting with the preparation of any documentation necessary for transferring assets
  • Working with real estate and corporate specialists when assets need transfer documents
  • Preparing documentation relating to organizing private foundations as well as preparing annual meeting minutes and annual reports as needed.

Qualifications & Requirements

The ideal candidate will possess a Bachelor’s degree/paralegal certificate or equivalent experience with 5+ years’ experience in trusts & estates/estate planning practice, this would include estate administration, gift tax returns, estate tax returns, asset transfers, and working with private foundations.  Additional requirements include: ability to multi-task and work in a fast-paced team based environment, excellent organizational and communication skills.  Ability to work overtime is required.

How to Apply

Thank you for your interest in Kirkland & Ellis LLP.  To complete an application and submit your resume, please click "Apply Now."

Equal Employment Opportunity

All employment decisions, including the recruiting, hiring, placement, training availability, promotion, compensation, evaluation, disciplinary actions, and termination of employment (if necessary) are made without regard to the employee’s race, color, creed, religion, sex, pregnancy or childbirth, personal appearance, family responsibilities, sexual orientation or preference, gender identity, political affiliation, source of income, place of residence, national or ethnic origin, ancestry, age, marital status, military veteran status, unfavorable discharge from military service, physical or mental disability, or on any other basis prohibited by applicable law.

Closing Statement

The www.kirkland.com job postings and recruiting mailbox are for candidates only. If you are a recruiter, search firm or employment agency, and do not have a signed contract with Kirkland & Ellis LLP ("K&E") and have not been asked specifically to submit candidates, you will not be compensated in any way for your referral of a candidate even if K&E hires the candidate. Direct contact with K&E employees in an attempt to present candidates is inappropriate and will be a factor in determining any future professional relationship with the Firm.

 
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