Cummings & Lockwood LLC
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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 Laura Claudio at lclaudio@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 Laura Claudio at lclaudio@cl-law.com.  AA/EOE