Estate Administrator

3 weeks ago

Boston, United States LHH Full time

LHH Recruitment Solutions is seeking an Estate Administrator in Boston, MA. The Estate Administrator will be responsible for all phases of the administration of a specific book of assigned estates. This opportunity is direct hire, full time, and hybrid.

Responsibilities

  • Estimate value of all assets of the estate, debts of the decedent, costs of administration and estate taxes to determine cash needs for estate
  • Collect all assets of the decedent and arranges payment of debts and federal and state estate taxes, income taxes and other expenses of administration
  • Apply strong working knowledge of key estate tax concepts, including QTIP elections, GST allocations and apportionment of estate taxes among trusts and estate beneficiaries
  • Prepare federal, Massachusetts and other state estate tax returns
  • Participate in federal and/or state estate tax audits with the responsible attorney
  • Arrange for the distribution of the estate assets in accordance with the terms of the estate plan, applicable statutes and/or beneficiary designations, and originates trust-funding plan
  • Prepare and file all probate forms and accountings for the estate with the applicable Registry of Probate
  • Establish and maintain an effective working relationship with the clients and related advisors and other professionals to obtain and provide information and respond to any concerns or questions.
  • Participate in training and development initiatives, including outside and in-house educational programs, consultation with attorneys and other colleagues
  • Maintain a complete file for each assigned estate

Qualifications

  • Bachelor's degree in Finance or related field required or equivalent work experience.
  • 5+ years' of estate settlement experience
  • Strong organizational, problem solving and analytical skills
  • Ability to work in a multi-task environment with minimum supervision
  • Proficient use of various software packages, including Excel, Word, Outlook, and PowerPoint
  • Knowledge of SE2 Trust Accounting System or similar, SEI/SWP, GEMS, TrustEase, CCH ProSystem FX, Zane Software, CCH ViewPlan, ZCalc, or similar systems a plus

This posting is on the behalf of LHH's client. They can offer a competitive salary and benefits package. Benefits may include H/V/D coverage, PTO, and more.

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