Estate Settlement Adivsor

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Job details

Must handle diverse client and Trustee needs with minimal supervision, adapting effectively to varying personalities and working styles.

This Jobot Job is hosted by Tyler May

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $150,000 - $180,000 per year

A Bit About Us

Job Details

Are you passionate about finance and accounting? Do you have a knack for solving complex financial puzzles? If so, we have an exciting opportunity for you. We are seeking a Permanent Estate Settlement Advisor to join our dynamic team. This role will be responsible for managing all aspects of estate settlement, including tax compliance, settlement, and escrow. As an integral part of our team, you will work closely with clients and other team members to provide comprehensive estate settlement services. Your role will be critical in ensuring the smooth transition of assets and minimizing the tax liabilities for our clients.



Why join us?


Responsibilities

As a Estate Settlement Advisor, you will have a wide range of responsibilities, including but not limited to

• Managing all aspects of estate settlement, including tax compliance, settlement, and escrow.
• Working closely with clients to understand their needs and provide comprehensive estate settlement services.
• Collaborating with other team members to ensure the smooth transition of assets and minimize tax liabilities.
• Keeping up to date with the latest industry trends and regulations to provide the best possible service to our clients.
• Providing expert advice and guidance to clients on all aspects of estate settlement.
• Preparing and reviewing estate tax returns and other related documents.
• Managing and resolving any issues or disputes that may arise during the estate settlement process.
  
  

Job Details

The ideal candidate for the Permanent Estate Settlement Advisor role will have the following qualifications

• A minimum of 5 years of experience in finance and accounting, specifically in estate settlement.
• Extensive knowledge of tax compliance, settlement, and escrow.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
• Strong analytical and problem-solving skills, with the ability to handle complex financial issues.
• A high level of attention to detail, with the ability to manage multiple tasks simultaneously.
• A degree in finance, accounting, or a related field is preferred.
• Professional certification (e.g., CPA, CFP, etc.) is a plus.
• Proficiency in using financial software and tools.
  
  

This is a fantastic opportunity for a seasoned professional looking to take their career to the next level. If you are passionate about finance and accounting and have a proven track record in estate settlement, we would love to hear from you. Apply today and start your journey with us.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!