- 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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