Estate Settlement Advisor

1 month ago

Boston, United States Vaco Full time


Vaco Boston has partner with our client that is seeking an Estate Settlement Advisor. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement.
Key Responsibilities Include:
· Assume full responsibility for all stages of estate settlement, encompassing asset valuation, collection, and transfer; payment of debts and liabilities; asset distribution and trust funding; preparation of inventories and accounts for the probate estate.
· Establish and maintain a detailed timetable and tracking system for estate settlement, ensuring efficient and timely completion of tasks.
· Prepare accurate federal and state estate or inheritance tax returns, adhering to all relevant tax laws and regulations.
· Analyze estate tax planning documents and generate comprehensive estate tax projections, providing valuable insights to Trustees and members of the Fiduciary Services Group.
· Oversee all aspects of the probate accounting process, collaborating with internal partners to complete necessary documentation and external counsel to submit to the Probate Court.
· Actively participate in our gift tax return process including, but not limited to, processing and reviewing more complex returns.
Qualifications:
· JD. with demonstrated experience in estate settlement in a law firm or small investment office.
· Member of the Massachusetts Bar Association.
· 7-10+ years of previous estate settlement experience.

  • Estate Settlement Advisor

    1 month ago

    boston, United States Vaco Full time

    Vaco Boston has partner with our client that is seeking an Estate Settlement Advisor. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement.Key Responsibilities Include:· Assume full...

  • Estate Settlement Advisor

    1 month ago

    Boston, United States Vaco Full time

    Vaco Boston has partner with our client that is seeking an Estate Settlement Advisor. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. Key Responsibilities Include: · Assume full...

  • Estate Settlement Advisor

    1 week ago

    boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

  • Estate Settlement Advisor

    1 month ago

    Boston, United States Loring Wolcott & Coolidge Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

  • Estate Settlement Advisor

    1 month ago

    boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

  • Estate Settlement Advisor

    3 months ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

  • Estate Settlement Advisor

    1 month ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

  • Estate Settlement Advisor

    2 months ago

    Boston, United States Loring Wolcott & Coolidge Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

  • Estate Settlement Advisor

    1 month ago

    Boston, United States Vaco Full time

    Vaco Boston has partner with our client that is seeking an Estate Settlement Advisor. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement.Key Responsibilities Include:· Assume full...

  • Estate Settlement Advisor

    2 weeks ago

    Boston, MA, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

  • Estate Settlement Specialist

    4 weeks ago

    Boston, Massachusetts, United States Vaco Full time

    Estate Settlement Advisor Job DescriptionVaco is seeking an experienced Estate Settlement Advisor to join our team. This role involves performing complex estate settlement functions, requiring a deep understanding of trusts, estate planning, investments, probate, and tax laws.Key Responsibilities:Assume full responsibility for all stages of estate...

  • Estate Settlement Specialist

    4 weeks ago

    Boston, Massachusetts, United States Vaco Full time

    Vaco is seeking an Estate Settlement Advisor to perform complex estate settlement functions, requiring a deep understanding of trusts, estate planning, investments, probate, and tax laws. The ideal candidate will maintain high client engagement while ensuring efficient and timely completion of tasks.Key Responsibilities:Assume full responsibility for all...

  • Estate Settlement Attorney

    2 weeks ago

    Boston, United States Vaco Full time

    Estate Settlement Attorney We are seeking an experienced Estate Settlement Attorney to oversee all stages of estate settlement, including asset valuation, debt payment, tax preparation, and probate accounting. The ideal candidate will have a deep understanding of trusts, estates, investments, and tax laws, with 7-10+ years of previous estate settlement...

  • Estate Settlement Attorney

    3 weeks ago

    Boston, United States Vaco Full time

    Estate Settlement Attorney Vaco Boston has partner with our client that is seeking an Estate Settlement Attorney. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. Key...

  • Estate Settlement Attorney

    2 weeks ago

    boston, United States Vaco Full time

    Estate Settlement AttorneyVaco Boston has partner with our client that is seeking an Estate Settlement Attorney. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement.Key...

  • Estate Settlement Attorney

    2 weeks ago

    Boston, United States Vaco Full time

    Estate Settlement Attorney Vaco Boston has partner with our client that is seeking an Estate Settlement Attorney. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. Key...

  • Estate Settlement Attorney

    2 weeks ago

    Boston, United States Virtual Full time

    Estate Settlement Attorney Vaco Boston has partner with our client that is seeking an Estate Settlement Attorney. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. Key...

  • Estate Settlement Attorney

    2 weeks ago

    Boston, MA, United States Vaco Full time

    Estate Settlement Attorney Vaco Boston has partner with our client that is seeking an Estate Settlement Attorney. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. Key...

  • Estate Settlement Attorney

    2 weeks ago

    Boston, MA, United States Vaco Full time

    Estate Settlement AttorneyVaco Boston has partner with our client that is seeking an Estate Settlement Attorney. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. Key...

  • Estate Planning Specialist

    4 weeks ago

    Boston, Massachusetts, United States Vaco Full time

    Estate Settlement and Taxation ExpertVaco is seeking an Estate Settlement and Taxation Expert to join our team. This individual will be responsible for performing a wide range of complex estate settlement functions, including asset valuation, collection, and transfer; asset distribution and trust funding; preparation of inventories and accounts for the...