Estate Administrator (PERM)

Connexion Systems + Engineering; Cambridge (MA); Híbrido; USD 100.000 - 125.000; Jornada completa

Descripción de la vacante

Connexion Systems & Engineering Inc. is seeking an Estate Administrator in Boston for a hybrid role. The candidate will oversee all facets of estate administration, including probate filings, asset valuation, and distributions, with a focus on compliance with Federal and Massachusetts tax laws.

A Bachelor’s degree and 5+ years in estate/trust administration are required; strong MS Word/Excel/Outlook skills and knowledge of estate tax software (GEMS preferred) are essential.

Formación

• Bachelor’s degree required; 5+ years of estate/trust administration experience.
• Experience with probate and estate administration in Massachusetts.
• Proficiency in drafting Federal and state estate tax returns.
• Strong computer skills: Word, Excel, PDF programs, Outlook.

Responsabilidades

• Prepare and file Massachusetts Probate Court documents and probate accountings.
• Prepare Federal and MA estate tax returns and other state returns as required.
• Value assets, prepare distributions, and coordinate post-mortem tax planning with attorneys/t professionals.
• Oversee transfer of assets to beneficiaries and maintain accurate account activity.
• Provide reliable, responsive support to attorneys, fiduciaries, and family members.

Conocimientos

Estate administration

Tax compliance

Project management

Written communication

Independent work

Educación

Bachelor’s degree

Herramientas

Microsoft Word

Excel

Outlook

GEMS

Descripción del empleo

Estate Administrator

Location: Boston, MA (Hybrid) Salary: $100 - 125K

SUMMARY

The ideal candidate will have a Bachelor’s degree or equivalent and 5 years of estate administration experience, preferably in a law firm or professional services environment, along with a strong working knowledge of estate planning techniques and Federal and Massachusetts estate and fiduciary income tax laws.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Responsible for all aspects of estate administration; Prepare and file Massachusetts Probate Court documents and manage related proceedings, including preparation and review of probate accountings;
• Prepare Federal and Massachusetts estate tax returns, as well as other state estate tax returns as required;
• Collect assets, create asset lists, value assets, calculate estate tax estimates, calculate commissions, prepare instruments of distribution and receipts, prepare correspondence to clients, beneficiaries and advisors, participate in post-mortem income tax planning, transfer property to beneficiaries, prepare probate accountings, and fund formula distributions to marital and exemption trusts;
• Coordinate and execute post-mortem tax planning strategies in collaboration with attorneys and tax professionals;
• Oversee transfer of assets to beneficiaries, including preparation of distribution documentation, receipts, and releases;
• Review and process estate and trust account activity, ensuring accuracy and proper documentation;
• Be a reliable, responsive, confident resource to attorneys, fiduciaries, and family members throughout the estate administration process.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED

• Experience with all aspects of probate and estate administration in Massachusetts.
• Skilled in independently drafting Federal and state estate tax returns.
• Proficiency with Microsoft Word, Excel, PDF programs and Outlook.
• Knowledge of estate tax program GEMS preferred.
• Excellent project management skills, including prioritizing multiple deadlines and deliverables.
• Professional written communication and interpersonal skills with ability to build and maintain strong relationships with clients, advisors and colleagues.
• Ability to work independently, while also being flexible and an active contributor to the estate administration team.

EDUCATION/EXPERIENCE

Bachelor’s degree required; 5+ years of estate and trust administration experience (law firm or professional services environment strongly preferred).