Estate Planning and Administration Specialist
3 days ago
This position involves working on estate planning, tax, and probate matters for our clients.
Key Responsibilities- Prepare and file tax returns for individuals and trusts.
- Assist with trust administration, including funding and notice procedures.
- Prepare basic estate planning documents and related trust funding.
- Assist with probate administration, including opening and closing estates.
- Communicate with clients and their advisors.
Qualified applicants will have a strong understanding of estate planning principles and tax laws.
What We Offer- A competitive salary ranging from $90,000 to $115,000 per year.
- A comprehensive benefits package, including medical, dental, and vision insurance.
- A 401(k) plan with employer matching.
- Short- and long-term disability insurance.
- Life insurance.
- A wellness program.
- Paid parental leave.
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