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Title: Estate Administrator

Hiring Organization: Connexion Systems & Engineering

Compensation, Benefits, and Employment Type

Duration: Perm   

Pay rate: $130k

Job Location: Cambridge, MA

Job#: bh 14143

Estate Administrator

An Am Law 200 law firm, has an immediate need for a motivated, analytical, detailed, and experienced Estate Administrator to report directly to the Manager of the Estate Administration Department, responsible for administering large and complex taxable estates. The individual will have a bachelor’s degree or equivalent with at least 7 years of estate administration and trust experience, preferably in a law firm or professional services organization, as well as knowledge of estate planning techniques and tax laws relevant to estate administration.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Responsible for all aspects of estate administration.
• Prepare and file Probate Court documents.
• Prepare and file Federal and Massachusetts estate tax returns, as well as other state estate tax returns.
• Collect assets, create asset lists, value assets, calculate estate tax estimates, prepare instruments of distribution and receipts, prepare correspondence to clients, beneficiaries, and advisors, participate in post-mortem income tax planning, transfer property to beneficiaries, prepare probate accountings, and fund formula distributions to marital and exemption trusts.
• Process receipts, and distributions for estate and trust accounts.
• Communications with 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.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Experience with all aspects of estate administration;
• Strong knowledge of Federal and Massachusetts estate tax laws;
• Preference for knowledge of estate tax program GEMS;
• Familiarity with trust accounting software;
• Additional strong technical skills, including Microsoft Word, Excel, PDF programs and Outlook;
• Skilled in working closely with attorneys both in-house and externally;
• 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;
• Excellent verbal and written communications skills;
• Produce accurate, consistent, detail-oriented results;
• Professional attitude, reliable, responsive and strong work ethic; and
• Ability to work independently, while also being flexible and an active contributor to the estate administration team.

EDUCATION/EXPERIENCE:

• Bachelor’s degree required; and
• At least 7 years of estate administration and trust experience.

Please use the apply button to submit your resume for consideration. A Connexion Representative will contact you immediately.

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