Fiduciary Manager

A&O Shearman is a new global industry-leading law firm, with 48 offices in 28 countries worldwide.

Our fluency in English law, US law, and the laws of the world’s most dynamic markets, enables us to provide unmatched insight and seamless delivery to clients. We work on challenging and important deals and disputes that have the potential to shape the future.

We offer exceptional opportunities for our people; opportunities to work for the world’s leading businesses; to transform the status quo, and to deliver your best work, helping you and your career to thrive, while delivering unparalleled outcomes for our clients.

Whether you’re helping clients solve complex challenges, transforming the ways we manage our business, or ensuring the smooth-running of our operations, this is an environment where you can belong and excel. We provide first-rate training and development, we are committed to an inclusive environment, and we provide support and ways of working that help you optimise your wellbeing.

What truly defines a career with us? We recruit the best and ask for the best of you. And together, we will redefine success.

Role Purpose
The Fiduciary Manager will leverage their specialized skills and experience to provide strategic and regulatory support to Private Clients practice.

Role and Responsibilities
Complete Administration of Estate and Trusts including:  client meetings; preparation of correspondence and memorandums; Estate and Trust Accountings (Judicial/non-Judicial); Probate papers and all supplemental documents; collection of assets and estate tax valuation of same; marshalling of assets; negotiations with decedents Life Insurance carriers; Federal and Local estate tax/inheritance tax returns; Federal and Local Gift tax returns; Federal and Local Individual Income tax returns; Federal and Local Fiduciary Income tax returns; Surrogate Court inventories; Receipt, Release and Indemnification agreements; and, attendance at IRS and State audits and negotiations at same.
Preparation and filing of all Probate documents and Estate and Trust Accounting with the Surrogate’s Courts; Complete knowledge of Surrogate Court procedures, requirements for filings and required filing formats.
The establishment, organization and maintenance of Trust and Estate files.
Review and organization of decedents records.
Preparation of all Federal and State Estate tax and Inheritance tax returns in accordance with the various tax laws of the appropriate jurisdictions.
Preparation of Federal and State Fiduciary Income tax returns in accordance with the various tax laws of the appropriate jurisdictions.
Legal research related to the Trust and Estate area utilizing various hard sources and computerized search services, such as Dow Jones, Lexis, ICLI data-base.
Direct working relationship on every Trust and Estate with appropriate Partner, Associate, Estate Administrator and Client.
Estate and Trust financial planning; Attendance and negotiations at Internal Revenue Service and Local audits; transfer of residuary assets to remaindermen.
Prepare and release diaries.
Other duties as assigned
Knowledge, Skills, & Attributes ​​​​​​
High professional standards with a passion for quality work product.
Excellent prose writing, drafting and research skills.
Strong oral and written communications abilities.
Pragmatic, self-motivated, flexible and team-oriented attitude.
Well-developed organizational skills.
Effective interpersonal skills and the ability to interact with people at all levels.
Aptitude for and interest in all aspects of Trust and Estate administration
Education & Experience
At least five years of Trust and Estate legal assistant experience with knowledge of all aspects of Administration, Tax and Court procedures and at least three years of experience as a Senior Legal Assistant in the same areas
A Baccalaureate Degree in Accounting or Business Science
Physical Activity / Other Miscellaneous 
Flexibility to work outside normal business hours
Ability to lift and carry up to 15lbs

Equal Employment Opportunity, including Veterans and Disability

A&O Shearman is an equal opportunity employer, including Veterans and Disability. Every individual has the right to work in a professional environment that promotes equal opportunity and prohibits discrimination and harassment. This policy applies to all aspects of an individual’s relationship with A&O Shearman, including, without limitation, recruitment, hiring, training and development, promotion, compensation, discipline, termination, and all other terms and conditions of employment.

If you are vision-impaired or have another disability under the Americans with Disabilities Act or similar law and wish to discuss accommodations related to applying for employment at A&O Shearman, please contact US HR Transactions at US-HRTransactions@aoshearman.com or call +1 212 610 6300 and ask for HR Transactions.