Trusts and Estates Associate jobs in United States
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Financial Recruiters International · 10 hours ago

Trusts and Estates Associate

Financial Recruiters International is a respected and growing law firm seeking a Trusts and Estates Associate to join its Private Clients practice in Stamford, CT. The role involves working closely with Partners to serve high-net-worth individuals and organizations, focusing on estate planning and administration.

Financial Services
Hiring Manager
Christie Burgess, STA
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Responsibilities

Prepare federal and state estate, income, fiduciary, partnership, and nonprofit tax returns
Prepare probate accountings and related filings, planning, and analysis
Handle trust and estate administration
Communicate with clients, trustees, banks, and advisors
Track deadlines and ensure timely filings or extensions

Qualification

J.D. from accredited law schoolEstate planning experienceProbate experienceConnecticut Bar admissionWillsTrustsClient-focusedCollaborative culture

Required

J.D. from an accredited law school
2–5 years of experience in estate planning and probate
Connecticut Bar admission (NY a plus)
Working knowledge of wills, trusts, powers of attorney, and tax returns

Company

Financial Recruiters International

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Financial Recruiters International was founded as a full cycle recruiting company. Specializing in financial services.

Funding

Current Stage
Early Stage

Leadership Team

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Kevin Sailor
CEO and Managing Partner
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Company data provided by crunchbase