Estate Administrator

Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with over 4,000 lawyers and staff in 31 offices is seeking an Estate Administrator for the Private Client Group who will be resident in our Philadelphia Office. The Estate Administrator is responsible for estate administration from probate through final distribution. This position works closely with Private Client partners and directly with Firm clients.

Morgan Lewis recognizes the benefits of supporting flexible working arrangements. This position will reside in our Boston, New York or Philadelphia office with a hybrid in-office/remote working schedule (consisting of 3 days in-office and 2 days remote).

Primary Responsibilities

• Coordinating administrative procedures from probate of will to distribution of assets

• Gathering assets and obtains valuation thereof.

• Preparation of the following tax returns: Federal Estate Tax, PA Inheritance Tax, Fiduciary Income Tax, Personal Income Tax, Federal gift tax returns, and other miscellaneous tax returns

• Oversight of administrative duties including file management

• Acting as liaison between Firm and clients

• Preparation of Trust Fiduciary Income Tax Returns

• Researching and drafting documents such as estate deeds, receipt and release agreements, incapacity proceedings

• Auditing documents including preparation of petitions, riders, notices, schedules of distribution and electronic filing thereof with the courts.

Experience/Qualifications

• A bachelor's degree from an accredited college or university and 3 to 5 years of relevant experience or, equivalent combination of education and experience

• Proficiency in Lackner; Lacerte; NumberCruncher; TigerTables and FDS security pricing

• Proficiency in the MS Office Suite (Word, Excel & PowerPoint).

• Strong written and verbal communication skills; demonstrated ability to interact with High Net Worth clients; team player; ability to manage fast-paced, high volume workload.

Benefits / Why Join Us

Morgan Lewis offers attractive benefits and competitive salaries. Our compensation structure rewards exceptional performance and recognizes the talent and experience that our people gain with each year of service. We are committed to offering the best and most comprehensive benefits including:

• Medical coverage, with a variety of plans

• Health care and dependent care reimbursement accounts

• Domestic partner coverage

• Parental leave

• Vacation and holiday leave

• Life and accident insurance

• Income protection, including sick leave, salary continuation, and long term disability.

Qualified candidates must apply online by visiting our website at www.morganlewis.com and selecting "Careers."

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For positions in New York, NY the salary range for this job posting is: $91,500- $146,325.

The base salary or hourly wage range for this position will be determined during the interview process and will vary based on multiple factors, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additionally, salary or hourly wages may be only part of the total compensation package. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an "at-will position" and the firm reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, firm or individual department/team performance, and market factors.

Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value inclusion and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.

Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.

California Applicants: Pursuant to the California Consumer Privacy Act, the following link contains the Firm's California Consumer Privacy Act Privacy Notice for Candidates which explains the categories of personal information that we collect and the purposes for which we use such personal information. CCPA Privacy Notice for Candidates

Morgan, Lewis & Bockius, LLP reasonably accommodates applicants and employees who need them to perform the essential functions of the job because of disability, religious belief, or other reason protected by applicable law. If you believe you need a reasonable accommodation during the application process, please contact Talent Acquisition at 888.534.5003 or talent.acquisition@morganlewis.com

If hired, your employment relationship with the firm will be on an "at-will" basis, meaning that the firm may modify the terms and conditions of your employment at any time, and that either you or the firm will be free to end the relationship at any time with or without cause and with or without advance notice, although reasonable notice would be expected.