Jake Phillips

Jake Phillips

**** * *** ****** ***. *H Brooklyn, NY 11224 914-***-**** **************@*****.***

EDUCATION

New York Law School, New York, NY

LL.M. Taxation, January 2012

Bar Admission: New Jersey State, 2012

Albany Law School, Albany, NY

J.D., May 2009

Honors: Donna Jo Morse Negotiation Competition, Spring 2009

Certifications: Certified Mediator

Research Paper: Locking Schools into more than they Bargained for: The Effects of the No Child Left Behind

Relevant Coursework: Low Income Taxpayer Clinic, Introduction to Taxation, Trusts and Estates, Estate Planning.

Leadership Activities: Vice-President, Cardozo Society (2008 - 2009), Treasurer (2007 - 2008)

Phi Alpha Delta Law Fraternity International (2006 - present)

Rutgers University, New Brunswick, NJ

B.A., Political Science, January 2006

Honors: Dean’s List (3 semesters); Completed 15 research papers

Leadership Activities: Director of Leadership, Rutgers Interfraternity Council (2004-2005)

University Senator/Class Representative, Rutgers College Governing Association (2003-2005)

EXPERIENCE

David Elefant, Wealth Management Group, Rockaway, NJ

Estate Planning and Tax consultant, January - November 2010

Drafted estate planning documents, including client wills, trusts, power of attorney & health care proxy documents.

Regularly counseled clients about creating estate planning and tax saving alternatives based on their specific needs.

Assessed clients’ financial alternatives and tax saving implications.

Paul Landsman, Attorney at Law, P.C., New York, NY

Legal Assistant, August 2009 - January 2010

Drafted legal memorandum and researched client issues.

Regularly communicated in writing to clients notifying them of updates regarding the status of their cases.

Handled deceased clients estate’s; including completing & filing necessary probate forms, communicating with their executor, beneficiaries, and interested parties, and assessing their estate assets with distribution.

Determined and calculated tax consequences affecting client’s estates.

Low Income Taxpayer Clinic, Albany Law Clinic & Justice Center

Law Intern (admitted to practice under Student Practice Rule), Spring 2009

Counseled taxpayers in controversies with the Internal Revenue Service and NYS Dept. of Taxation and Finance.

Negotiated tax liabilities with the Internal Revenue Service and NYS Dept. of Taxation and Finance.

Handled initial audits and audit reconsiderations; prepared and filed personal income tax returns.

Researched and counseled clients on various income tax issues relating to collection, fraudulent returns, incorrect filing status, levies and tax related statutes of limitations.

Attended clinic roundtable discussions with Nina Olson, National Taxpayer Advocate.

Rusk, Wadlin, Heppner, Martuscello, LLP, Kingston, NY

Summer Associate, Summer 2008

Drafted legal memoranda, filed motions, and decisions, and conducted legal research.

Interacted with clients, contacted and interviewed experts, and attended court room proceedings.

Drafted and filed: answers, complaints, wills, deeds, foreclosures, closings, and numerous estate requests.

Contact this candidate