Lead Estate & Trust Administrator

Northern Trust; North Palm Beach (FL); On-site; USD 110,000 - 160,000; Full time

Job summary

Northern Trust is seeking a qualified professional to manage estate administration and fiduciary tax matters for high‑net‑worth clients in the United States. The role involves coordinating with tax, legal and investment teams to ensure accurate reporting, distributions and compliance across estate and trust portfolios.

Candidates should bring substantial experience in estate planning, fiduciary accounting, and client service, with the ability to navigate complex tax issues and regulatory

Qualifications

• Knowledge of estate planning and tax laws, trust, fiduciary income, investments.
• Minimum 5 years experience in estate administration or personal trust.
• Authorized to work in the U.S. without sponsorship.

Responsibilities

• Marshals and administers assets in small to medium probate estates and taxable trusts, deciding estate questions including tax elections, reserves, distributions and audits.
• Works with internal tax support, co-fiduciaries, and outside counsel to consider all tax elections and reporting.
• Enables preparation of tax returns (estate, gift, generation-skipping, fiduciary, and personal income tax) through asset marshaling and records review.
• Approves and signs estate tax returns; oversees filing of pertinent court documents.
• Advises investment division on cash requirements, estate objectives and beneficiary relations.
• Coordinates estate settlement communications between bank and outside parties; ensures fiduciary compliance.
• Educates clients on bank products, services and regulatory/tax changes; seeks expanded business opportunities.
• Coordinates fundings and distributions with co-fiduciaries, beneficiaries, investment and tax teams.
• Oversees estate tasks like sale of real estate, disposition of assets and response to estate tax audits.

Job description

Northern Trust is seeking a qualified professional to manage estate administration and fiduciary tax matters for high‑net‑worth clients in the United States. The role involves coordinating with tax, legal and investment teams to ensure accurate reporting, distributions and compliance across estate and trust portfolios.

Candidates should bring substantial experience in estate planning, fiduciary accounting, and client service, with the ability to navigate complex tax issues and regulatory