Daley And Associates, LLC.
Estate Settlement Advisor - 26127
Daley And Associates, LLC., Boston, Massachusetts, us, 02298
Estate Settlement Advisor (Hybrid, Boston)
All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description. A successful family office, located in Boston, is actively seeking a seasoned 8-10+ year Estate Settlement Advisor to join their team. This person will be responsible for performing a wide range of complex estate settlement functions and will need 8-10+ years of comprehensive estate settlement, tax compliance, estate tax planning and project management experience. This is a hybrid role offering a strong compensation package. If you’re interested, please keep reading. Responsibilities and Qualifications:
Responsible for managing all stages of estate settlement, payments of debts and liabilities, asset distribution and trust funding, encompassing asset valuation, collection, and transfers etc. Analyze estate tax planning documents and generate comprehensive estate tax projections Responsible for overseeing all aspects of the probate accounting processes 8-10+ years of estate settlement experience J.D. required with experience within a law firm or small investment office Member of the Massachusetts Bar Association Must be willing to work on a hybrid schedule in Boston This is a full-time opportunity that is offering a strong compensation package and a hybrid work schedule. If you’re interested in the Estate Settlement Advisor role, please submit your resume to Hali Siegel at Hsiegel@daleyaa.com. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Staffing and Recruiting
#J-18808-Ljbffr
All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description. A successful family office, located in Boston, is actively seeking a seasoned 8-10+ year Estate Settlement Advisor to join their team. This person will be responsible for performing a wide range of complex estate settlement functions and will need 8-10+ years of comprehensive estate settlement, tax compliance, estate tax planning and project management experience. This is a hybrid role offering a strong compensation package. If you’re interested, please keep reading. Responsibilities and Qualifications:
Responsible for managing all stages of estate settlement, payments of debts and liabilities, asset distribution and trust funding, encompassing asset valuation, collection, and transfers etc. Analyze estate tax planning documents and generate comprehensive estate tax projections Responsible for overseeing all aspects of the probate accounting processes 8-10+ years of estate settlement experience J.D. required with experience within a law firm or small investment office Member of the Massachusetts Bar Association Must be willing to work on a hybrid schedule in Boston This is a full-time opportunity that is offering a strong compensation package and a hybrid work schedule. If you’re interested in the Estate Settlement Advisor role, please submit your resume to Hali Siegel at Hsiegel@daleyaa.com. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Staffing and Recruiting
#J-18808-Ljbffr