Estate Settlement Advisor - 26127

Estate Settlement Advisor (Hybrid, Boston)

A successful family office, located in Boston, is actively seeking a seasoned 8-10 year Estate Settlement Advisor to join their team. This person will be responsible for performing a wide range of complex estate settlement functions and will need 8-10 years of comprehensive estate settlement, tax compliance, estate tax planning and project management experience. This is a hybrid role offering a strong compensation package. If you’re interested, please keep reading.

Responsibilities and Qualifications:

• Responsible for managing all stages of estate settlement, payments of debts and liabilities, asset distribution and trust funding, encompassing asset valuation, collection, and transfers etc.
• Analyze estate tax planning documents and generate comprehensive estate tax projections
• Responsible for overseeing all aspects of the probate accounting processes
• 8-10 years of estate settlement experience
• J.D. required with experience within a law firm or small investment office
• Member of the Massachusetts Bar Association
• Must be willing to work on a hybrid schedule in Boston
  
  

This is a full-time opportunity that is offering a strong compensation package and a hybrid work schedule. If you’re interested in the Estate Settlement Advisor role, please submit your resume to Hali Siegel at Hsiegel@daleyaa.com.