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Goulston & Storrs · 2 days ago

Estate Administrator

Boston, MA

Full-time

Onsite

Entry, Mid Level

$75K/yr - $90K/yr

2+ years exp

Goulston & Storrs, an Am Law 200 law firm, has an immediate need for a motivated, analytical and detail-oriented Estate Administrator, responsible for administering taxable estates, including estates with complex assets. The role involves coordinating with trust administrators and tax professionals, preparing and filing probate documents, and assisting with estate tax returns.

Law Practice

Culture & Values

Hiring Manager

Vanessa Cruise

Responsibilities

Responsible for all aspects of estate administration, including coordinating with trust administrators and tax professionals

Prepare and file Massachusetts Probate Court documents and related proceedings, including probate accountings

Assist other estate administrators to prepare and file Federal and Massachusetts estate tax returns, as well as other state estate tax returns as needed

Collect assets, create asset lists, prepare instruments of distribution and receipts

Assist other estate administrators to value assets, calculate estate tax estimates, transfer property to beneficiaries, identify and execute on post-mortem income tax planning, and fund formula distributions to marital and exemption trusts

Process statements, receipts, and distributions for estate and trust accounts

Communications with clients, beneficiaries, in-house accountants, outside accountants, and other advisors

Monthly review of client statements for accuracy and consistency of details

Be a reliable, responsive, confident resource to attorneys, fiduciaries and family members throughout the estate administration process; and

Assist with other tasks and projects as requested or needed

Qualification

Estate administration experienceEstate tax lawsMicrosoft Word proficiencyMicrosoft Excel proficiencyDetail-oriented resultsProfessional attitudeProject management skillsVerbal communication skillsWritten communication skillsWork independently

Required

Bachelor's degree or equivalent

2 or more years of estate administration experience, preferably in a law firm or professional services organization

Familiarity with estate planning techniques and tax laws relevant to estate administration

Familiarity with probate and estate administration in Massachusetts, including Federal and Massachusetts estate tax laws

Proficiency with Microsoft Word, Excel, PDF programs, and Outlook

Excellent project management skills, including well-organized, diligent at follow-up, self-directed follow-through, and able to effectively manage multiple projects simultaneously, prioritize multiple deadlines and deliverables, and meet tight deadlines

Thirst for on-the-job knowledge and learning, strong interest in developing expertise in estate tax and fiduciary income tax; desire to grow professional skills, and enthusiasm for taking on increasing responsibility over time

Excellent verbal and written communications skills

Produce accurate, consistent, detail-oriented results

Professional attitude, reliable, responsive and strong work ethic

Ability to work independently, while also being flexible and an active contributor to the estate administration team