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.