Bridgeline Solutions ยท 2 weeks ago
Estate Advisor / Administrator- Elite Firm
Greater Boston
Full-time
Onsite
Senior Level
$100K/yr - $175K/yrBridgeline Solutions is working with prestigious law firms in Boston seeking experienced Trusts & Estates professionals. The roles involve overseeing estate administration, managing complex asset structures, and collaborating with attorneys on estate tax matters.
Law Practice
Responsibilities
Oversee the full administration of estates, including high-net-worth matters involving complex asset structures
Drafting and interpreting legal documents
Preparing probate filings and estate tax returns
Managing the collection, valuation, and distribution of estate assets
Tracking probate and tax deadlines
Maintaining accurate financial reports and accounting
Taking ownership of a dedicated book of assigned estates
Managing all phases of administration in accordance with firm and departmental policies
Estimating asset values and cash needs
Coordinating payment of debts, taxes, and administrative expenses
Working closely with attorneys throughout federal and state estate tax audits
Qualification
Required
Extensive estate administration experience, preferably within a law firm, bank, or trustee environment
Strong knowledge of Massachusetts and federal estate tax returns
Strong estate settlement experience
Ability to manage complex matters
Company
Bridgeline Solutions
Bridgeline Solutions excels in providing elite temporary and contract personnel, including distinguished attorneys and skilled legal assistants, as well as direct-hire and permanent support staff placements.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase