Estate Administrator

4 months ago

boston, United States Goulston & Storrs Full time

SUMMARY: Goulston & Storrs, an Am Law 200 law firm, has an immediate need for a motivated, analytical, detailed and experienced Estate Administrator to work directly with its Private Client and Trust attorneys in our Boston and New York offices, responsible for administering a variety of estates, including large and complex taxable estates. The individual will have a Bachelor’s degree or equivalent with at least 5 years estate administration 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 all aspects of estate administration.
  • Draft and file Massachusetts Probate Court and New York Surrogates Court documents.
  • Draft and file Federal, Massachusetts and New York 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.
  • Communications with in-house accountants, outside accountants and other advisors.
  • Be a reliable, responsive, confident resource to attorneys, fiduciaries, and family members throughout the estate administration process.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Experience with all aspects of probate and estate administration in New York or Massachusetts.
  • Strong experience drafting federal and state estate tax returns.
  • Proficiency with Microsoft Word, Excel, PDF programs and Outlook. Knowledge of estate tax program GEMS preferred.
  • Excellent project management skills, including prioritizing multiple deadlines and deliverables.
  • Professional written communication and interpersonal skills with ability to build and maintain strong relationships with clients and professionals.
  • Ability to work independently, while also being flexible and an active contributor to the estate administration team.


EDUCATION/EXPERIENCE:

  • Bachelor’s degree required.
  • At least 5 years of estate administration experience.


G&S provides equal employment opportunities to all employees and applicants for employment without regard to race (including traits historically associated with race, including but not limited to, natural hair texture, type, length, and protective hairstyles), color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability, or veteran status in accordance with applicable state and federal laws.


In addition, G&S complies with applicable federal, state and local laws governing nondiscrimination in employment. Furthermore, we prohibit harassment and discrimination by any other person, including vendors and suppliers, with whom employees may come into contact in connection with their employment.

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