Open Positions
ALL CUMMINGS & LOCKWOOD OFFICES OFFER EXCELLENT SALARY AND GENEROUS BENEFITS INCLUDING:
- 401(k)
- Medical, Dental, Vision and Life Insurance
- Flexible Spending Accounts
- Employee Assistance Program
- Parental Leave
- Paid Time Off
- 9 Paid Holidays and 2 Paid Floating Holidays
- Referral Bonus Program
TRUSTS & ESTATES ASSOCIATE - GREENWICH OFFICE
Cummings & Lockwood LLC seeks a Trust and Estate Associate to join the Private Clients Group in the Greenwich, Connecticut office. This is an exceptional opportunity to join a collegial, team-orientated group and office, and gain experience in sophisticated Estate Planning, Estate Administration, drafting and direct contact with a significant private client base of high net worth individuals, families, family offices, closely held businesses, national charities and foundations.
This office is located steps from the Greenwich Metro-North Railroad station and right off of I-95.
Desired Qualifications
- Minimum four (4) to maximum six (6) years of experience in Estate Planning and Estate Administration
- LL.M. in Taxation or Estate Planning, preferred but not required.
- Connecticut Bar admission (or willing to become admitted in Connecticut)
- New York Bar, preferred but not required
- Strong tax aptitude
- Strong academic credentials, including tax skills
- Strong interpersonal skills
- Collaborative approach to work
- Detail oriented
- Self-motivated
- Excellent written and oral communication skills
Please send cover letter, resume and transcripts to Bonnie Artinian at bartinian@cl-law.com. AA/EOE
INTERNATIONAL ESTATE PLANNING SENIOR ASSOCIATE/COUNSEL/JUNIOR PARTNER
Cummings & Lockwood seeks an International Estate Planning Attorney with at least 5 years' experience. This position can be based in the following offices: Stamford, CT or Naples or Palm Beach Gardens, FL.
Desired Qualifications:
- Strong academic credentials with a J.D. degree from an ABA-approved law school and an active member in good standing in the Connecticut and/or New York or Florida bars
- Advising U.S. clients
- with foreign assets on the proper structures to hold those assets, to minimize U.S. taxes and coordinating with foreign counsel.
- in structuring estate plan documents to benefit foreign beneficiaries.
- who are married to a non-U.S. citizen spouse on tax and estate planning structures to minimize U.S. estate and gift tax.
- on renouncing U.S. citizenship or abandoning long-term permanent residency
- on structuring ownership in foreign businesses to minimize U.S. tax
- Drafting U.S. estate plan documents for U.S. clients with foreign assets or foreign beneficiaries and coordinating with foreign counsel
- Administering estates of U.S. individuals who own foreign assets
- Advising foreign clients
- in structuring investments in the U.S., including the acquisition of real estate
- in tax efficient structures to transfer assets to U.S. beneficiaries
- on pre-immigration planning
- Drafting U.S. estate plan documents for foreign clients with assets or beneficiaries in the U.S. and coordinating with foreign counsel
- Administering estates of foreign individuals who own U.S. assets
- Advising clients on U.S. reporting requirements for foreign investments and transfers from foreign entities or people.
Partners, Counsel and Senior Associates are encouraged to apply.
Base Salary Range: commensurate with experience, plus bonus potential and equity partner consideration
Please send cover letter, resume and transcripts to Bonnie Artinian at bartinian@cl-law.com. AA/EOE
CHARITABLE PLANNING ATTORNEY - CONNECTICUT OR FLORIDA OFFICES
Cummings & Lockwood is currently seeking an experienced Charitable Planning Attorney with 6+ years’ experience. This position can be based in our Stamford,Connecticut Office or Naples or Palm Beach Gardens, Florida offices.
Desired Qualifications:
- Strong academic credentials with a J.D. degree from an ABA-approved law school and an active member in good standing in the Connecticut and/or New York or Florida bars
- Structuring and formation of charitable organizations, including public charities and private foundations
- Preparing and administering charitable remainder trusts and charitable lead trusts
- Preparing applications for tax-exempt status
- Reviewing income tax returns for charitable entities
- Advising charitable organizations and charitable entities on all aspects of administration and governance
- Advising individuals on charitable deductions and the structure of charitable gifts
Partners, Counsel and Senior Associates are encouraged to apply.
Base Salary Range: commensurate with experience, plus bonus potential and equity partner consideration
Please send cover letter, resume and transcripts to Bonnie Artinian at bartinian@cl-law.com. AA/EOE
PROBATE FIDUCIARY ACCOUNTANT - NAPLES, FL OFFICE
Cummings & Lockwood is currently seeking a Probate Fiduciary Accountant for their Naples, FL office. Responsibilities are not limited to the following and may be expanded through delegation by an Attorney or the Office Administrator.
Responsibilities:
- Prepare pleadings initiating an estate or guardianship court proceeding
- Monitor and maintain files for estate administration, trust administration and guardianship
- Review estate planning, will and trust documents
- Prepare trust administration documents (i.e., acceptances of trustees, resignations and declinations of trustees, etc.)
- Prepare trust and estate accounting
- Draft memorandums and correspondences
- Manage communication amongst attorneys, clients, beneficiaries and family members
- Monitor trust and estate accounts, including payment of monthly expenses of an trust or estate
- Research asset and debt information for trusts and estates
- Prepare deeds, transfer of vehicles, brokerage accounts and distributions in cash for the transfer of assets to beneficiaries
- Assemble necessary documents for a trust and estate administration tax return (i.e., estate tax, income tax and gift tax returns; collaborate on preparation of the tax return
- Estate and guardianship legal research pertaining to issues
- Locate beneficiaries of trust or estate, when necessary
Qualifications:
- High school diploma or GED required
- Degree in business administration preferred
- Three (3) years of Paralegal experience
- Probate, trust administration matters and estate settlement experience
- Proficiency in Microsoft Office, Excel and Outlook
- Exceptional organization skills and attention to details
- Excellent communication skills, both verbal and written
- Able to prioritize, multitask effectively and manage time effectively
- Team collaborator
Compensation:
- $60,000.00 - $80,000.00 - Dependent upon experience
- Competitive benefits package
- The Probate Fiduciary Accountant is an exempt role and not eligible for overtime
- Paid Time Off (PTO) of twenty-five (25) the first year and thirty (30) days there after
- Thirty-seven and a half (37½) hour work week
Please send cover letter and resume to Michele Granata at mgranata@cl-law.com. AA/EOE
FIDUCIARY TAX ACCOUNTANT - NAPLES, FL OFFICE
Cummings & Lockwood is currently seeking a Fiduciary Tax Accountant for their Naples, FL office. Responsibilities are not limited to the following and may be expanded through delegation by an Attorney or the Office Administrator.
Responsibilities:
- Identify, collect, analyze, abstract, and organize facts and documents, including wills and trust documents, in accordance with compliant legal practice and procedure
- Identify, collect, analyze, abstract, organize and maintain financial statements and spreadsheets relating to client investments. Extract information for preparation of tax returns as needed
- Develop and maintain relationships with clients and personnel, inside and outside Cummings & Lockwood LLC, to obtain and clarify information necessary to substantiate facts, identify documents and support legal actions
- Review estate planning documents, including wills and trust agreements, for preparation of related income and excise tax returns
- Assist with gathering asset and debt information for estates and trusts
- Organize and maintain information, records and documents supporting legal actions
- Assist with analysis of legal proceedings to identify possible issues
- Develop, implement and maintain tracking and accounting systems for client investments facilitating preparation of U.S. trust tax returns
- Prepare U.S. federal and state estate tax returns (Form 706 and state equivalent as needed)
- Prepare U.S. federal and state fiduciary income tax returns for estates, testamentary and inter vivos trusts (Form 1041 and state equivalent as needed)
- Prepare individual, and non-profit organization U.S. tax returns (Form 1040, Form 709 and Form 5227)
- Prepare Trust and Estate probate and fiduciary accountings
- Prepare related filings such as extensions of time to file for all accounting and returns
- Address IRS Notices and resolve pending tax issues
- Track deadlines to assure returns and accountings are filed timely or extended when applicable
Qualifications:
- Degree in accounting or finance, preferred
- Minimum two (2) years’ experience as a Fiduciary Accountant or as a tax preparer working for an accounting firm
- Experience with the preparation of fiduciary accountings
- Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX, FastTax and GEMS
- Knowledge of Trust and Estate procedures and trial balance sheets
- Excellent communication skills, both verbal and written
- Detail orientated, good time management and organizational skills
- Able to prioritize and multitask effectively
- Able to work well with others in a team environment
Compensation:
- $70,000.00 - $90,000.00 - Dependent upon experience
- Competitive benefits package
- Fiduciary Accountant is an exempt role, not eligible for overtime
- Annual Paid Time Off (PTO) of twenty-five (25) days year one, and thirty (30) on first anniversary
Please send cover letter and resume to Michele Granata at mgranata@cl-law.com. AA/EOE