Estate Settlement Advisor

  • Location: Boston, MA
  • Type: Direct
  • Job #26127

Estate Settlement Advisor (Hybrid, Boston)

A successful family office, located in Boston, is actively seeking a seasoned 8-10+ year Estate Settlement Advisor to join their team. This person will be responsible for performing a wide range of complex estate settlement functions and will need 8-10+ years of comprehensive estate settlement, tax compliance, estate tax planning and project management experience. This is a hybrid role offering a strong compensation package. If you’re interested, please keep reading.

Responsibilities and Qualifications:

  • Responsible for managing all stages of estate settlement, payments of debts and liabilities, asset distribution and trust funding, encompassing asset valuation, collection, and transfers etc.
  • Analyze estate tax planning documents and generate comprehensive estate tax projections
  • Responsible for overseeing all aspects of the probate accounting processes
  • 8-10+ years of estate settlement experience
  • J.D. required with experience within a law firm or small investment office
  • Member of the Massachusetts Bar Association
  • Must be willing to work on a hybrid schedule in Boston

This is a full-time opportunity that is offering a strong compensation package and a hybrid work schedule. If you’re interested in the Estate Settlement Advisor role, please submit your resume to Hali Siegel at [email protected].

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