Attorney and Staff Openings
Murtha Cullina LLP is a regional law firm with offices in CT, MA and NY currently seeking a full-time Fiduciary Accountant/Paralegal in its Trust & Estates department. Although the Firm’s preference would be for the position to be based in the Firm’s Hartford office, the Firm is willing to consider having the position based in Boston or any of its CT offices.
The Fiduciary Accountant will be responsible for handling all aspects of fiduciary income tax return preparation and federal and state estate tax return preparation, in addition to probate filings, and trust and estate administration and accountings.
Essential Functions and Responsibilities:
- Preparing fiduciary income, estate, and generation-skipping transfer tax returns at the federal and state level, as well as assistance with federal and state gift tax returns;
- Preparing fiduciary accountings for trusts, estates, conservatorships and guardianships;
- Preparing and filing in court all documents required to probate Wills, including marshaling assets and arranging for valuation; maintaining checkbooks and banking records, paying bills, and computing and disbursing beneficiary distributions;
- Summarizing Wills and trust instruments;
- Completing work assignments promptly and keeping the administration of estates and trusts on track;
- Monitoring Tax Return Lists to make sure interim and final tax filing deadlines are being met; following up with legal team regarding deadlines, highlighting any issues that may have arisen;
- Participating in development and on-going implementation of estate and trust administration calendaring software.
Education, Skills and Experience:
The job of Fiduciary Accountant requires a four-year college degree and a minimum of 7 years’ experience working in a trust and estate practice at a law firm, CPA firm or bank. A concentration or advanced degree in accounting is desirable (although law school coursework can serve to satisfy this as well), and a CPA license are beneficial. The job requires in-depth experience in all aspects of estate administration, including tax filings, and strong communication skills. The Fiduciary Accountant will interface directly with Firm clients, Firm attorneys at all levels and attorneys and professionals from other law firms, companies, foundations, etc. In addition, the role requires working knowledge of Excel and other software applications. The Fiduciary Accountant will consistently produce an accurate work product while managing simultaneous projects and working independently to prioritize and complete tasks on-time.
Trusts & Estates Associate Attorney
Murtha Cullina LLP is a regional law firm with offices in CT, MA and NY currently seeking a full-time Trust & Estates Associate to join our Stamford, CT office. Candidates transitioning from New York are strongly encouraged to apply. Although the position is based in Stamford, the Associate would also be working with attorneys in the firm’s other offices. This will be a hybrid in-office and remote role.
This is an exciting opportunity to work in a collaborative, team-oriented department and firm.
- Experience drafting estate planning documents including all types of trusts, as well as complex estate and trust administration
- Experience with estate, gift, and fiduciary income tax returns is preferred
- Excellent oral and written communication skills, strong analytical and problem-solving skills and the ability to interact effectively with clients
- Candidate must have a J.D. degree from an ABA-approved law school and be an active member in good standing of the bar
- Admission to the Connecticut bar will be required, and admission to both New York and Connecticut is preferred
At Murtha Cullina, you will find a quality of life-based collegial work environment and a competitive benefits package. We are always looking for lawyers with diverse backgrounds to add strength to our team and become part of our exciting future.