Cummings & Lockwood

Open Positions

CORPORATE TAX ATTORNEY - STAMFORD OFFICE

Cummings & Lockwood is currently seeking an experienced Tax Attorney with some level of portable business for its Stamford, Connecticut office.  The candidate will be a member of the Corporate & Finance Group and provide support to the firm’s Private Clients Group, as well as its Family Office & Closely Held Business Group.

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 bars
  • Six years or more of professional experience advising affluent individuals and families, their trusts, closely held businesses, investment entities and foundations and/or other public or private enterprises and charitable organizations with respect to a broad range of tax planning matters and transactions
  • Strong experience advising on tax structuring for mergers, acquisitions and other business combinations and divestitures, as well as corporate taxation at the federal, state and local levels
  • Strong experience with private client tax services, including personal income taxation, trust taxation, estate and gift taxation, charitable taxation, flow through entities and partnership taxation
  • Strong analytical skills, as well as excellent verbal and written communication skills, including the ability to research, interpret and articulate complex tax law
  • Superior client service skills with the ability to develop, maintain and grow outstanding client relationships
  • Partners, Counsel and Senior Associates are encouraged to apply
  • Base Salary Range:  commensurate with experience, plus bonus potential and equity partner consideration

Diverse candidates are highly encouraged to apply.  Please email cover letter, resume and transcripts in confidence to Bonnie Artinian at bartinian@cl-law.com.  AA/EOE

COMMERCIAL ATTORNEY - STAMFORD OFFICE

Cummings & Lockwood is currently seeking an experienced Commercial Attorney with some level of portable business for its Stamford, Connecticut office.  

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 bars
  • Six years or more of professional experience advising affluent families, family offices, closely held businesses or other business enterprises in some or all of the following areas:
  • Commercial transactions including licensing agreements, joint ventures. purchase and sale transactions business combinations and divestures.
  • Drafting and negotiation of employment contracts and separation agreements.
  • Entity formation, including partnerships, limited liability companies (LLCs), limited liability partnerships (LLPs), the negotiation and drafting of joint ventures and shareholder agreements
  • Corporate governance.
  • ­Evaluating and undertaking different types of investments, including investments in private equity and hedge funds, angel and venture capital investing, and direct company investments.
  • Experience with sports and entertainment transactions, including film, music and endorsement transactions is a plus, but not required.
  • The ideal candidate will have broad experience and the willingness to work in a broad variety of commercial and corporate and investment projects.
  • Partners, Counsel and Senior Associates are encouraged to apply
  • Base Salary Range commensurate with experience, plus bonus potential and equity partner consideration 

Diverse candidates are highly encouraged to apply.  Please email cover letter, resume and transcripts in confidence to Bonnie Artinian at bartinian@cl-law.com.  AA/EOE

TAX ACCOUNTANT - STAMFORD OFFICE

Stamford office seeks full-time Tax Accountant with a extensive knowledge of Trusts & Estates practice. General knowledge of law firm practice and procedure is required.

Summary of Responsibilities

  • Identifies, collects, analyzes, abstracts, organizes and maintains facts and documents in accordance with correct legal practice and procedure.
  • Identifies, collects, analyzes, abstracts, organizes and maintains financial statements and spreadsheets related to client investments.
  • Develops and maintains working relationships with clients and personnel both inside and outside the firm to obtain and clarify information needed to substantiate facts, identify documents and otherwise support legal actions.
  • Develops, implements and maintains tracking and accounting systems for sophisticated client investments to facilitate preparation of U.S. trust tax returns.
  • Organizes and maintains information, facts, records and other documents necessary to support legal actions.
  • Assists in analysis of legal proceedings to identify problems, needs and procedures.

Primary Responsibilities & Essential Functions of the Job

  • Prepare federal and state death tax returns.
  • Prepare federal and state income tax returns for decedent's estates, testamentary and inter vivos trusts.
  • Prepare individual, fiduciary, partnership and non-profit organization tax returns.
  • Prepare gift tax returns.
  • Prepare estate and trust probate accountings.
  • Prepare related filings, planning and analysis for all accountings and returns.
  • Trust and estate administration.
  • Verbal and written communications with clients, trustees, banks, etc.
  • Track due dates and see that returns and accountings are filed timely or extended where applicable.

Specific Skills Required

  • Knowledge of accounting and trust procedures.
  • Knowledge of individual, partnership and corporate balance sheets.
  • Knowledge of the legal functions used in the processing of trusts and estates.
  • Ability to develop, organize and maintain electronic data collection.
  • Ability to effectively manage case materials.
  • Proficient in MSExcel.

AA/EOE.  Email cover letter and resume to bartinian@cl-law.com.

TRUSTS & ESTATES ASSOCIATE - GREENWICH, CT OFFICE

Greenwich, Connecticut office of Cummings & Lockwood LLC seek Trusts & Estates associate with a minimum of 2-4 years of estate administration experience and experience drafting complex estate planning documents (Revocable Trusts, ILITs, GRATs, QPRTs, Dynasty Trusts). Candidate must have strong academic credentials and excellent written and oral communication skills. LL.M. in Taxation or Estate Planning and Connecticut bar required.  AA/EOE.  Email cover letter, resume and transcripts to bartinian@cl-law.com.

TRUSTS & ESTATES ASSOCIATE -  NAPLES, FL OFFICE

Naples, Florida office of Cummings & Lockwood LLC seek Trusts & Estates associate with a minimum of 7 years' of estate administration experience and experience drafting complex estate planning documents (Revocable Trusts, ILITs, GRATs, QPRTs, Dynasty Trusts). Candidate must have strong academic credentials and excellent written and oral communication skills. LL.M. in Taxation or Estate Planning preferred and Florida bar required.  AA/EOE.  Email cover letter, resume and transcripts to bartinian@cl-law.com.

TRUSTS & ESTATES LEGAL SECRETARY - STAMFORD, CT OFFICE

Stamford, Connecticut office seeks a Legal Secretary with 3-5 years Trusts & Estates experience.  Estate and Administration experience a must.  Detail oriented, organized, able to multitask and have the ability to work independently, strong administration and communication skills.  MS Word required, Excel experience a plus.  AA/EOE.  Email resumes to phaas@cl-law.com.

 

 

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