• Estimates value of all assets of the estate, debts of the decedent, costs of administration and estate taxes to determine cash needs for estate.

• Collects all assets of the decedent and arranges payment of debts of the decedent and federal and state estate taxes, income taxes and other expenses of administration.

• Prepares federal, Massachusetts and other state estate tax returns.

• Participates in federal and/or state estate tax audits with the responsible attorney.

• Arranges 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.

• In coordination with Estate Coordinator, prepares and files all probate forms and accountings for the estate with the applicable Registry of Probate.

• Consults with the responsible attorney on a continual basis to ensure the attorney is informed on all aspects of the administration and all procedural deadlines are met.

• Establishes and maintains 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.

• Participates in training and development initiatives, including outside and in-house educational programs, consultation with attorneys and colleagues.

• Maintains complete file for each assigned estate.

• Reports the status and issues relating to the administration of their assigned estates to the Trustee and/or Department Manager.

Essential Competencies:

• Works proactively with others to support efforts within a department or function of the Firm.

• Organizes and prioritizes assignments and serves as a department liaison to ensure collaborative efforts result in meeting or exceeding goals and standards.

• Maintains current knowledge of trends and developments affecting the area of specialization.

• Uses innovative thinking and exercises sound judgment to achieve results.

Qualifications:

• Bachelor’s degree in Finance or related field required or equivalent work experience.

• Five + years of estate settlement and/or estate tax return experience.

• Open to considering an attorney who wants to step back from practicing.

• Exceptional written, oral, and interpersonal communication skills.

• Proven ability to think quickly in a fast-paced environment. 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 beneficial.