Jobs
>
Étreux

    Estate Administrator - Boston, United States - LHH

    LHH
    LHH Boston, United States

    2 weeks ago

    LHH background
    Legal
    Description

    LHH Recruitment Solutions is seeking an Estate Administrator in Boston, MA. The Estate Administrator will be responsible for all phases of the administration of a specific book of assigned estates. This opportunity is direct hire, full time, and hybrid.

    Responsibilities

    • Estimate value of all assets of the estate, debts of the decedent, costs of administration and estate taxes to determine cash needs for estate
    • Collect all assets of the decedent and arranges payment of debts and federal and state estate taxes, income taxes and other expenses of administration
    • Apply strong working knowledge of key estate tax concepts, including QTIP elections, GST allocations and apportionment of estate taxes among trusts and estate beneficiaries
    • Prepare federal, Massachusetts and other state estate tax returns
    • Participate in federal and/or state estate tax audits with the responsible attorney
    • Arrange 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
    • Prepare and file all probate forms and accountings for the estate with the applicable Registry of Probate
    • Establish and maintain 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.
    • Participate in training and development initiatives, including outside and in-house educational programs, consultation with attorneys and other colleagues
    • Maintain a complete file for each assigned estate

    Qualifications

    • Bachelor's degree in Finance or related field required or equivalent work experience.
    • 5+ years' of estate settlement experience
    • 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 a plus

    This posting is on the behalf of LHH's client. They can offer a competitive salary and benefits package. Benefits may include H/V/D coverage, PTO, and more.

  • RemX | The Workforce Experts

    Estate Administrator

    2 weeks ago

    RemX | The Workforce Experts Boston, United States

    RemX by Employbridge has partnered with their law firm client with their search for an Estate Administrator. This position is in Boston, Massachusetts. · Responsibilities: · Overseeing the entire process of managing estates, which involves evaluating assets, settling debts, calcu ...

  • JOHNLEONARD

    Trust & Estate Legal Administrative Assistant #31471

    2 weeks ago

    JOHNLEONARD Boston, United States

    JOHNLEONARD is seeking a self-motivated Trusts and Estates Administrative Assistant to assist multiple attorneys in our client's Trusts & Estates Department. This full-time Legal Administrative Assistant hybrid role is based in Boston and offers an attractive salary of $60K-$70K ...

  • Tandym Group

    Estate Planning Associate

    2 weeks ago

    Tandym Group Boston, United States

    A boutique law firm in Boston is looking for a mid-level Associate to join their growing Estate Planning team. · Responsibilities: · The Estate Planning Associate will be responsible for assisting with: · Probate · Trust and estate administration · Estate and gift tax return prep ...

  • Groma Advisor, LLC

    VP, Finance

    2 weeks ago

    Groma Advisor, LLC Boston, United States

    Groma is blending real estate and technology to unlock a new real estate asset class while making it easier for everyone, from institutional investors to the residents in our buildings, to participate in ownership. Our property technology platform uses AI to bring new efficiencie ...

  • Beacon Hill

    Trusts & Estates Assistant

    1 week ago

    Beacon Hill Boston, United States

    Reputable Boston law firm is seeking a self-motivated Trusts and Estates Administrative Assistant to assist multiple attorneys in the Trusts and Estates Department. This position includes legal secretarial administration of case files, scheduling and correspondence. · RESPONSIBI ...

  • LHH

    Trusts & Estates Associate Attorney

    3 weeks ago

    LHH Boston, United States

    LHH Recruitment Solutions is working directly with an extremely highly regarded mid-size firm that is seeking a Private Client - Trust & Estates Associate Attorney for their Boston, MA Office. · Qualifications: · 3+ years of experience in estate planning and estate and trust adm ...

  • Campion and Company Fine Homes Real Estate

    Real Estate Operations and Marketing Associate

    2 weeks ago

    Campion and Company Fine Homes Real Estate Boston, United States

    Job description · We are looking for an energetic, motivated, organized, communicative, self-starter to join our team as a Marketing and Operations Associate. This role plays a central part in the public presence of our company and our core values. Campion and Company is a small, ...

  • KLR Executive Search Group LLC

    Director of Real Estate

    2 weeks ago

    KLR Executive Search Group LLC Boston, United States

    KLR Executive Search Group is proud to partner with a Boston-based non-profit to recruit their next Director of Real Estate and Facilities Management. Our client's mission is to end homelessness in Greater Boston by providing a supported pathway to self-sufficiency that begins wi ...

  • Conquest Funds

    Capital Markets Director

    1 week ago

    Conquest Funds Boston, United States

    Overview: · Conquest Funds is expanding its business lines and seeking an entrepreneurial-minded and success-driven individual to lead our new division as a Capital Markets Director, specializing in Commercial Real Estate Finance. This role presents a unique opportunity to drive ...

  • Hughes Marino

    Commercial Real Estate Broker

    2 weeks ago

    Hughes Marino Boston, United States

    About Us: · Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease ...

  • Creative Financial Staffing

    Property Accountant

    3 weeks ago

    Creative Financial Staffing Boston, United States

    CFS has teamed up with an investment management firm seeking a Property Accountant that is responsible for supporting the Real Estate Controller in the oversight of the day-to-day accounting & finance related activities for the operating properties. · Why work here? · 100% T tra ...

  • Creative Financial Staffing

    Property Accountant

    3 days ago

    Creative Financial Staffing Boston, United States

    CFS has teamed up with an investment management firm seeking a Property Accountant that is responsible for supporting the Real Estate Controller in the oversight of the day-to-day accounting & finance related activities for the operating properties. · Why work here? · 100% T t ...

  • Claremont Companies

    Part Time Bartender

    4 days ago

    Claremont Companies Boston, United States Part time

    Headquartered in Lakeshore Center in Bridgewater, Massachusetts, Claremont Companies is a privately owned and closely held real estate investment, development and asset management firm. Today, Claremont owns in excess of 60 real estate assets consist Bartender, Part Time, Adminis ...

  • Berklee College of Music

    Associate Director of Real Estate

    2 weeks ago

    Berklee College of Music Boston, United States

    Job Description: · The Associate Director of Real Estate will be reporting directly to the Vice President of Facilities and assist in overseeing Berklee's diverse portfolio of properties. This position will be responsible for exploring and vetting any potential opportunities and ...

  • State of Massachusetts

    Counsel

    1 week ago

    State of Massachusetts Boston, United States

    Executive Office of Housing and Livable Communities (EOHLC) is seeking a Counsel in the Office of the General Counsel · AGENCY MISSION: · The Executive Office of Housing and Livable Communities (EOHLC) is charged with creating more homes in Massachusetts and lowering housing cost ...

  • Hackett Feinberg P.C.

    Paralegal (Commercial Transaction focus)

    3 weeks ago

    Hackett Feinberg P.C. Boston, United States

    Hackett Feinberg, P.C., a 30+ attorney Boston law firm, is seeking a self-motivated paralegal to join its busy Commercial Transaction Group. The Transaction Group has a wide-ranging practice that includes closings for commercial lenders including real estate mortgage financings, ...

  • Cypress HCM

    Trust Administrator

    4 weeks ago

    Cypress HCM Boston, United States

    Trust Advisor · Location: Boston, MA · Hybrid: 3 days onsite · Employees: 500| Team Size: 10-15 · Industry: Law Firm · Trust Advisors will work with multi-generational families with diverse needs and administer accounts including trusts, IRAs, investment management accounts, fou ...

  • NR Consulting

    Senior Administrative Assistant

    3 weeks ago

    NR Consulting Boston, United States

    Job Title: Senior Administrative Assistant · Location: Boston, MA 02128 · Position Type: Contract with Possible extension · Duration: 24+ months · Job Description: · Overview: · Provides administrative support and essential office functions, including document preparation, ...

  • Hackett Feinberg P.C.

    Litigation Paralegal

    4 weeks ago

    Hackett Feinberg P.C. Boston, United States

    Hackett Feinberg, P.C. , a 25+ attorney Boston law firm, is seeking a self-motivated paralegal to join its busy Litigation Group. The Litigation Group has a wide-ranging practice that includes commercial litigation, bankruptcy and creditors' rights, workouts, real estate and titl ...

  • MASS

    Senior Housing Management Specialist

    1 week ago

    MASS Boston, United States

    Executive Office of Housing and Livable Communities (EOHLC) is seeking a Senior Housing Management Specialist in the Division of Public Housing · AGENCY MISSION: · The Executive Office of Housing and Livable Communities (EOHLC) is charged with creating more homes in Massachuset ...