Estate Advisor - Elite Firm jobs in United States
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Bridgeline Solutions · 11 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.

Law Practice
Hiring Manager
Pia P.
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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

Estate settlement experienceEstate administrationTax audits coordinationComplex matter managementCommunication skills

Required

strong estate settlement experience
ability to manage complex matters

Benefits

Exceptional compensation
Comprehensive benefits

Company

Bridgeline Solutions

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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 Stage
Company data provided by crunchbase