Bridgeline Solutions · 6 hours ago
Estate Advisor - Elite Firm
Bridgeline Solutions is representing a prestigious law firm in Boston seeking an Estate Advisor to join their team. This role involves managing a dedicated book of estates, estimating asset values, coordinating payments, and working closely with attorneys on estate tax audits.
Responsibilities
Taking ownership of a dedicated book of assigned estates and 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
strong estate settlement experience
ability to manage complex matters
Benefits
Exceptional compensation
Comprehensive benefits
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.
Funding
Current Stage
Growth StageCompany data provided by crunchbase