Estate Settlement Specialist

2 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 stages of estate settlement, including asset valuation, collection, and transfer, payment of debts and liabilities, asset distribution, and trust funding.
  • Establish and maintain a detailed timetable and tracking system for estate settlement.
  • 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.
  • Oversee all aspects of the probate accounting process, collaborating with internal partners and external counsel.
  • Actively participate in the gift tax return process, including processing and reviewing complex returns.

Qualifications:

  • J.D. 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.

Vaco values a diverse workplace and encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on protected characteristics. Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals and provide reasonable accommodations for persons with disabilities. By submitting to this position, you agree to maintain confidentiality and limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application.

Vaco respects your privacy and provides transparent notice of our policies. California residents may access Vaco's HR Notice at Collection for California Applicants and Employees, while Virginia residents may access our state-specific policies. Residents of all other states may access our policies, and Canadian residents may access our policies in English and French. Residents of countries governed by GDPR may access our policies.

Determining compensation for this role depends upon a wide array of factors, including the individual's skill sets, experience, and training, licensure and certification requirements, office location, and other business and organizational needs. Vaco believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

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