Careers at Presidio APC
Presidio APC is an innovative law firm utilizing cutting edge work-flow processes and technology to provide tax, succession, estate planning and trust administration services to its High and Ultra-High Net Worth Clients. If you are looking for a position that offers the perks and flexibility of a financial institution, but the knowledge and client base of a sophisticated large law firm, Presidio APC is for you.
Open Positions
Responsibilities:
- Manage client workflow and legal services
- Identify and analyze estate planning and trust administration related issues and recommend and implement solutions
- Draft, edit and proofread legal documents, including trusts, deeds, and post-death administration documents
- Support team through all phases of estate planning and trust administration
- Assist clients with the collection, valuation and distribution of assets
- Assist in funding of trusts, including preparation of deeds and assignments
- Perform legal research
- Prepare client memos and correspondence
- Communicate regularly with clients verbally and in writing
- Communicate regularly with Secretary of State, Assessor, Courts and other regulatory bodies
- Prepare pleadings and manage trust and probate court related matters
- Prepare business organization documents including operating agreements, minutes, consents, and state filings
- Ensure electronic files are organized and properly maintained
- Assist in personnel training
Perks:
- No billable hour requirement
- Medical, dental, vision, group life and disability insurance
- 401k with employer contribution
- Generous bereavement, vacation and sick time policy
Knowledge, Skills and Abilities:
- Bachelor’s degree preferred
- 5 or more years high net worth estate planning and trust administration experience required
- ABA Approved Paralegal Certificate required
- Comfortable with fast-paced, deliverable based work model using OKRs, Kanban, agile, and scrum to maximize the client experience
- California Notary License preferred
- Experience preparing accountings and estate and gift tax returns
- Advanced computer skills with working knowledge of Microsoft Word (including Styles and Tables of Contents), Adobe Acrobat and Excel; knowledge of HotDocs and SmartDraw a plus
- Courteous, concise and professional verbal, and written communication skills
- Collaborative spirit that fosters positive team culture without concern for traditional roles
- Excellent grammar, proofreading and math skills a must
Compensation:
Salary range of $45 to $75 per hour, depending on experience and credentials
Work Model:
Full-time, in-office position
To Apply:
Please submit a letter explaining why you are interested in Presidio APC along with your resume to hr@presidioapc.com. Skills assessment may be required. No agents, faxes or phone calls please.
- Analyze financial statements and data to prepare personal worth statements for clients
- Prepare estate, gift and GST tax calculations using Excel or other software
- Prepare and file estate, gift, and GST tax returns
- Perform tax research regarding fiduciary income, estate, gift and GST tax
- Prepare trust accountings
- Manage client workflow with respect to accountings, estate, gift and GST tax returns
- Supervise administrative staff with respect to the filing of fiduciary tax returns
- Stay abreast of estate planning techniques and their tax implications
- Prepare trust distribution and allocation schedules
- Prepare client memos and correspondence as necessary
- Communicate regularly with clients verbally and in writing
- Communicate with Internal Revenue Service as needed
- Ensure electronic files are organized and properly maintained
- Assist in personnel training
Perks:
- No billable hour requirement
- Medical, dental, vision, group life and disability insurance
- 401k with employer contribution
- Generous bereavement, vacation and sick time policy
Knowledge, Skills and Abilities:
- Bachelor’s degree in Accounting or related field required
- 5 or more years’ experience in a high-net-worth estate planning and trust administration practice required
- CPA or Master’s in Taxation preferred
- Ability to prepare fiduciary income tax returns and/or private foundation tax returns a plus
- Ability to review corporate income tax returns a plus
- Ability to analyze corporate redemptions, mergers, and other business restructuring a plus
- Ability to prepare tax analysis for GRAT, CRT, sales to defective trusts, QPRTs, and other similar planning a plus
- Comfortable with fast-paced, deliverable based work model using OKRs, Kanban, agile, and scrum to maximize the client experience
- Strong Microsoft Excel skills required; advanced computer skills with working knowledge of tax preparation software (CCH preferred), Microsoft Word and Adobe Acrobat preferred
- Courteous, concise and professional verbal, and written communication skills
- Collaborative spirit that fosters positive team culture without concern for traditional roles
- Excellent grammar, proofreading and math skills a must
Compensation:
Salary range of $65 to $80 per hour, depending on experience and credentials
Work Model:
Full-time, in-office position
To Apply:
Please submit a letter explaining why you are interested in Presidio APC along with your resume to hr@presidioapc.com. Skills assessment may be required. No agents, faxes or phone calls please.