Estate Settlement Specialist

2 weeks ago


Boston, Massachusetts, United States Vaco Full time
Estate Settlement Advisor Job Description

Vaco is seeking an experienced Estate Settlement Advisor to join our team. As an Estate Settlement Advisor, you will be responsible for performing complex estate settlement functions, including asset valuation, collection, and transfer, payment of debts and liabilities, asset distribution and trust funding, and preparation of inventories and accounts for the probate estate.

Key Responsibilities:
  • Assume full responsibility for all stages of estate settlement, ensuring efficient and timely completion of tasks.
  • 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 our gift tax return process, including processing and reviewing 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.

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, sex, religion, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state, or local law.

Vaco is committed to providing reasonable accommodations to qualified individuals with disabilities. If you require a reasonable accommodation, please contact HR@vaco.com.



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