Probate/Tax Paralegal

The Probate/Tax Paralegal is responsible for preparing court documents and filings, preparing and filing federal and state fiduciary income tax returns, estate tax returns, gift tax returns, valuation of estate assets, calculating trust funding and trustee appointment documents and other projects within the Trusts & Estates Group as needed.

Duties & Responsibilities

• Preparation of Tax Returns
  • preparation and filing of gift tax returns
  • preparation and filing of federal and state estate tax returns
  • preparation and filing of federal and state fiduciary income tax returns for estates and trusts
• Administration of estates and trusts including:
  • working closely with clients and financial institutions and appraisers
  • preparing, filing, and following up on probate documents in courts
  • marshalling decedent’s assets
  • preparing cash requirements for estates
  • valuation of stock and bond portfolios
  • maintaining checkbooks and ledgers
  • coordinating liquidation and/or transfer of decedent’s assets
  • preparing receipts, releases and indemnification agreements
  • preparing formal and informal accountings for estates and trusts
  • coordinating distribution to beneficiaries of estates and trusts
  • providing documents needed for sale of decedent’s real property or cooperative apartment, including obtaining releases of federal and state estate tax liens
  • organizing and maintaining records
  • administering insurance trusts

Qualifications

• Bachelor’s Degree or Paralegal Certificate
• At least 5 years of trusts and estates experience preferably at a law firm
• Strong technical skills, including use of various tax and accounting programs, ProSystem fx, Word and Excel
• Excellent written and verbal communication as well as inter-personal skills
• Attention to detail and ability to handle multiple priorities
• Ability to work independently and as part of a team
• Works effectively, calmly and quickly under pressure

To apply for this position, please send your resume to Nancy Gill (ngill@sullivanlaw.com).

Corporate Paralegal

The candidate will assist partners and/or associates in all corporate transactions (including mergers and acquisitions, debt and equity financing and fund formation).

Duties and Responsibilities

General corporate support:

• Form and maintain business entities: draft and file formation documents, maintain minutes books and related data tracking, prepare minutes, prepare foreign qualifications and track and perform other company maintenance functions
• Support acquisition and disposition transactions: prepare corporate certificates and provide appropriate documentation, make required filings, assist with closings, etc.
• Preparation and filing of corporate annual compliance documents for various entity types in numerous states
• Maintain: closing document binders, archives of material agreements, letters sent to audit firms, D&O questionnaires for public companies, binder of publicly filed documents, etc.
• Assist in preparation, filing, and review of UCC financing statements, terminations, and amendments as well as federal and state tax liens, pending suits/judgments
• Assist client with annual reports and tax filings as requested by client
• Assist in qualifying and withdrawing entities to do business in foreign jurisdictions
• Review of due diligence materials for a number of corporate transactions

Securities support a plus:

• Prepare notices for Regulation D, Rule 506 offerings, prepare blue sky research, memoranda and filings. NASAA Electronic Filing Depository experience needed
• Support annual and reporting teams: prepare Section 16 and stock exchange filings, assist in preparation of annual, quarterly and current reports, etc.
• Support securities offerings: procure and assemble closing documents, assist with closings, order and organize good standing requests and maintain closing and post-closing files

Qualifications

• Bachelor’s degree required. Paralegal certificate appreciated
• Excellent inter-personal and communications skills
• Works effectively, calmly and quickly under pressure
• Works well both independently and with teams; exhibits superior judgment
• Attention to detail and the ability to handle multiple priorities
• Strong technical skills, including word processing, internet and databases
• Occasional overtime as needed
• Four-plus years experience preferred
• Boston/Full Time

To apply for this position, please send your resume to Nancy Gill (ngill@sullivanlaw.com).

Talent Development Manager

The Talent Development Manager works with the Director of Strategic Talent Management to assist in designing and implementing programs focused on attorney on-boarding, core legal and professional skills, and leadership development, as well as cultural initiatives around engagement, work-life effectiveness, and other areas. The Manager assists the Director in designing and implementing innovative and impactful learning programs, including curricula for the firm’s departments and legal practice areas, plus core skills training programs in the areas of feedback and communications skills. 

Duties and Responsibilities:

• Work collaboratively with the Director of Strategic Talent Management and across departments to assist in developing and implementing a comprehensive talent development strategy
• Build core legal skills training programs to support associate and professional track attorney development of core competencies, and to develop a core curriculum of training for departments and practice areas
• Work with the Director in developing an approach for the departments to monitor their pipeline of talent, identify the learning and/or development needs of attorneys in the group, and provide appropriate client opportunities, training, mentoring, coaching, and resources to help them develop
• Partner with Director to improve all firm training programs and tools to be more interactive, practical, and effective, applying advanced adult learning theory and relevant technologies
• Manage effective work brokering system for each department
• Partner with Director in managing associate performance review cycles (e.g., annual reviews, interim evaluations, performance improvement plans)
• Maintain an understanding of the firm’s competitors and their professional development programs.
• Oversee flexible work arrangement program for legal staff and continuing legal education ("CLE") course accreditation and compliance program
• Serve ex officio as a member of the Associates Committee
• Manage effective and consistent programs to enhance the work/life effectiveness for attorneys
• Assume additional responsibilities as requested

• Bachelor’s Degree required; Juris Doctorate strongly preferred
• Minimum of 4 years of practice in a large law firm and/or 3 years of professional development experience in a leading professional services firm
• Professional coaching certification and/or teaching experience considered a plus
• Experience with CLE course accreditation and compliance considered a plus
• Familiarity with organizational development, curriculum management, instructional design, learning management systems, adult learning techniques, principles, theory and online learning technologies also considered a plus
• Excellent attention to detail, organizational, interpersonal, teamwork and communication skills, as well as the ability to listen well, take initiative and manage multiple projects simultaneously
• Must be a diplomatic and creative problem solver and possess superior judgment
• Proven ability to build trust with and gain buy-in from firm leaders and other key stakeholders
• Ability to travel to multiple firm office locations as necessary

Sullivan is a leading corporate law firm advising clients ranging from Fortune 500 companies to emerging businesses. With more than 200 lawyers in Boston, London, New York, Tel Aviv and Washington, D.C., the firm offers services in a wide range of areas, including corporate finance, banking, trade finance, securities and mutual funds, litigation, mergers and acquisitions, intellectual property, tax, real estate and REITs, private equity and venture capital, bankruptcy, environment and natural resources, regulatory law, and employment and benefits.

We welcome inquiries from all who are interested in learning more about our firm. For additional information please direct inquiries to:

Sullivan & Worcester LLP
One Post Office Square
Boston, MA 02109
Attn:  Human Resources
Fax:  617-338-2880
Email:  ngill@sullivanlaw.com

_{Sullivan & Worcester LLP is an equal opportunity employer. This means that Sullivan & Worcester LLP considers applicants for employment, and makes employment decisions without unlawful regard to sex, race, color, religion, citizenship, national origin, ancestry, sexual orientation, age, marital or domestic partner/civil union status, military service, or veteran status, physical and mental disability, and any other characteristic covered by applicable federal, state or local nondiscrimination laws.}