Dorsey & Whitney LLP Hiring for Estate Administration Specialist at Minneapolis, MN  Full Time

– Coordinates all aspects of complex probate and trust administrations for high-net-worth clients, including serving as a primary contact for clients and their advisors; answering clients’ questions; identifying, valuing, and transferring assets; and preparing estate tax returns, working with associates and partners as appropriate.
– Prepares gift and estate tax returns, responds to tax notices and correspondence, assists with audit or tax court proceedings.
– Compiles and analyzes tax information, including gift, estate, and income tax matters; identifies tax issues and proposed resolutions; prepares tax planning models, including estate tax projections and trust and estate distribution charts.
– Trains and serves as “subject matter expert” for paralegals and other timekeepers, including review of work product and coordination of knowledge among the group and best practices for estate and trust administration and estate and gift tax return preparation.
– Drafts probate pleadings and other documents and correspondence relating to complex probates and trust administrations, including deeds, property agreements, and documents relating to foundations, corporations, partnerships and limited liability companies. Prepares gifting and transfer documentation such as deeds, bills of sale and insurance and stock assignments in coordination with associates and partners.
– Maintains CPA license and attends CPE programs as directed by the Tax, Trusts & Estates Practice Group Leader.
May be requested to perform other duties not listed above.

The following qualifications are required:

– Licensed CPA.
– Significant working knowledge of the probate and trust administration process.
– Significant experience preparing and/or reviewing estate tax returns.
– Exemplary attention to detail and organizational skills.
– Strong oral and written communication skills.
– Excellent research and analytical ability.
– Ability to work both independently and as part of a team.

About Dorsey:

Dorsey & Whitney is an AmLaw 100 international law firm with more than 575 lawyers in 21 offices throughout the United States, Canada, Europe and Asia. We are a premier legal counselor to companies worldwide in a wide range of industries, including banking & financial institutions; development & infrastructure; energy & natural resources; food, beverage & agribusiness; healthcare & life sciences; and technology.

Dorsey values the strength that comes from a diverse and inclusive workplace. It contributes to the success of our people and our clients and enriches our experience. We believe that everyone should feel at home and part of our community. We encourage individuals with diverse backgrounds and experiences to apply.

One of our greatest strengths is a friendly, cooperative culture that values and appreciates each individual. Dorsey has received external recognition for our welcoming workplace, including:

– Mansfield Certification Plus (Diversity Lab)
– Best Law Firms for Women (National Association of Female Executives and Flex-Time Lawyers)
– 100% rating on the Corporate Equality Index (Human Rights Campaign)
– Gold Standard Certification (Women in Law Empowerment Forum)
– Top 100 Adoption-Friendly Workplace (Dave Thomas Foundation for Adoption)

Reasonable Accommodations:

Dorsey is committed to providing disability and religious-based reasonable accommodations, as well as pregnancy or lactation-related reasonable accommodations. If you require a reasonable accommodation during the application and hiring process, or if you have questions about a workplace reasonable accommodation, please contact us at 612-492-5178.

How to Apply:

Dorsey & Whitney LLP accepts online applications. Please go to the “Careers” section of the Dorsey website at www.dorsey.com/staffjobs and complete Dorsey’s online application form. We are unable to accept application materials by mail or email.

Dorsey & Whitney LLP is an EEO/AAP/Disabled Vets Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, ancestry, sex, national origin, sexual orientation, gender identity, affectional preference, disability, age, marital status, familial status, status with regard to public assistance, military or veteran status, or any other legally-protected status.

Dorsey & Whitney LLP participates in E-Verify.

Please note that Dorsey is not currently accepting search firm submissions in connection with this opening.

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Office Location:
Minneapolis, MN