Estate Administrator - Private Clients & Fiduciary Services
$105k - $125kVerrill
Verrill is actively reviewing resumes for an Estate Administrator for our Boston, Massachusetts office. As one of New England’s top full-service law firms, we are interested in hiring talented individuals to join our team. Verrill offers a competitive salary and benefits package, as well as a supportive work environment in which our employees can grow and prosper both professionally and personally.The Estate Administrator plays a key role in managing and overseeing the administration of estates, supporting probate proceedings, and assisting the Private Clients & Fiduciary Services Group with related legal matters. This role is a full-time, exempt position.Estate administration responsibilities include, but are not limited to: under attorney supervision, managing the complete administration process of estates, including preparing, reviewing, and maintaining estate documents, reviewing asset valuations, settling outstanding debts, and distributing assets to beneficiaries; preparing and filing probate documents, such as petitions, inventories, and accountings; serving as a primary point of contact for estate-related inquiries from personal representatives and beneficiaries; coordinating the resolution of outstanding debts related to the estate; assisting in the preparation of estate tax returns and fiduciary income tax returns; maintaining meticulous accounting records of estate income, expenses, and distributions; and collaborating closely with attorneys, paralegals, and other team members to provide seamless support to clients and ensuring efficient estate administration processes.The ideal candidate is a motivated self-starter with a Bachelor's degree and a minimum of four (4) years of relevant experience in estate administration, preferably within a law firm. The candidate should demonstrate a strong understanding of estate administration, probate laws, and fiduciary responsibilities, along with familiarity with applicable regulations, including tax laws and reporting requirements.The successful candidate will have exceptional attention to detail, strong organizational skills, and advanced computer skills including proficiency with MS Office (Word, Excel) and accounting systems.The anticipated base salary range for this position is $105,000 - $125,000. This is Verrill’s good faith estimate of the annual salary for the position at the time of this posting for the indicated location. Final base salary will be determined by several factors including, but not limited to skills, experience, job-related qualifications, and other market factors. This range represents only one component of a comprehensive compensation and benefits package at Verrill.Applications will be reviewed in the order they are received, and the position will remain open until filled. Need help applying? Please contact the Talent Acquisition Team.Verrill is an Equal Opportunity Employer. We encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military, protected veteran status or other status protected by law. #J-18808-Ljbffr Verrill
$105k - $125k
Verrill is seeking an Estate Administrator for our Boston office. The ideal candidate will manage estate administration, prepare probate documents, and support the Private Clients & Fiduciary Services Group. A Bachelor's degree and a minimum of four years in estate administration...Private clientWork at office- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...Private client
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...promises on paper? One of our clients is seeking a Tax Supervisor to join their Private Client Services team in Boston, MA. Why This... ...engagements involving trusts, estates, gifts, partnerships, and... ...1041, 706, 709, and related fiduciary and gift tax filings. Prepare...Private clientFlexible hours- ...one of the largest full-service CPA and business... ...business advisory services to private and publicly‑held... ...Supervisor to join our Private Client Services team in our... ..., Form 1041 (trust and estate income tax), Form 706 (... ...along with related state fiduciary and gift tax filings...Private clientWork experience placementWork at officeFlexible hours
$145k - $150k
Verrill Dana LLP is hiring an Associate to join its Private Clients & Fiduciary Services Practice Group in Boston, Massachusetts. This full-time position offers a competitive salary range of $145,000 to $150,000 per year and requires strong interpersonal skills and attention...Private clientFull timePrivate practice$225k - $325k
...looking to hire a full-time Client Portfolio Manager (CPM) to... ...Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and... ...#LI-SF1 SCS is a fiduciary wealth and investment management... ..., holistic wealth and estate planning, next-generation education...Private clientFull timeWork at officeLocal area$110k - $160k
...Job Summary: Under the supervision of the Estate & Probate Administration Manager, the Fiduciary Tax Accountant works closely with members of the Wealth Management Group to provide high level client service to family office clients. The Fiduciary Tax Accountant prepares...Work at office$163.5k - $251.9k
...Development is a senior client-facing... ...integrated wealth and fiduciary solutions to high... ...and fiduciary services across internal teams... ..., trust administration, and legal professionals... ...wealth management, private client advisory,... ...with Trust and Estates attorneys and planning...Private clientWork experience placementWork at office- ...innovative advisory, assurance and tax services to our clients. Our strategy is to be digitally... ...tax partner to join our Private Client Services (PCS) team. In this... ...succession to multi-generational estate planning and fiduciary stewardship. You will lead and...Private clientFor contractorsLocal areaFlexible hours
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...built and nurtured our client-first culture.... ...highest level of client service. The firm's clients-including... .... Brown Advisory's Private Client Service team is... ...for all aspects of administration and client service for... ...) Understand basic fiduciary issues relevant to client...Private clientTemporary workWork experience placementH1bWorldwide- LHH is seeking an associate to join its Private Client Services group in Boston. The role involves working closely with high-net-worth individuals and families on estate planning and trust administration. Candidates should have 3+ years of relevant experience and strong...Private client
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A leading tax and advisory firm in Boston, Massachusetts, is seeking a Tax Manager to oversee tax compliance and planning services for clients. The role requires at least 5 years of experience in tax compliance, along with CPA or JD credentials. The firm emphasizes client...Private clientFlexible hours- KLR, a leading CPA and business advisory firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical planning and advising for high-net-worth individuals, preparing and reviewing complex tax returns, and fostering...Private clientFlexible hours
- My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York City or Boston... ...corporations, partnerships, trusts, estates, fiduciary, and foundations Identifying industry...Private clientInterim rolePrivate practice
- KLR is seeking a Senior Tax Manager to lead our Private Client Services team in Boston, providing technical planning and advisory for high-net-worth clients. The ideal candidate has over 8 years of experience in public accounting, especially with individual taxation, and...Private clientFlexible hours
$120k - $127k
BDO USA, Llp is looking for a Tax Manager in Boston to manage tax compliance and consulting services for high net-worth clients. This role requires supervisory abilities to mentor associates while reviewing complex tax returns and maintaining client relationships. The ideal...Private client- BDO USA is seeking a Tax Manager for its Private Client Services, focusing on high-net-worth individuals and complex tax structures. The role involves managing tax engagements, supervising staff, and ensuring compliance for a range of tax returns. The ideal candidate will...Private client
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Brown Advisory is seeking an experienced professional to provide client service for high net worth families and family offices. The role requires at least 10 years of experience in relevant fields and offers a competitive salary of $125-150k, depending on experience and...Private client- ...engagement team and directly interact with clients and family office personnel to ensure communication and coordination of timely service Successfully develop, nurture and... ...with a strong working knowledge of trust, estate and gift taxation An ability to effectively...Private clientWork at office
- George William Consulting is seeking a Tax Supervisor to join their Private Client Services team in Boston, MA. This role offers the chance to work with high-net-worth individuals and engage in complex tax compliance and advisory projects. The ideal candidate will have...Private clientFlexible hours
- ...working with a well-established, full-service law firm in Boston seeking an associate to join its growing Private Client Services group. This is an... ...individuals and families on sophisticated estate planning, trust administration, and wealth transfer strategies in a...Private clientPrivate practice
$112.68k - $169.02k
....S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients... ...and state levels in the areas of individuals, trusts, and estates. Responsible for timely and effective explaining of tax...Private clientCasual workWork at officeFlexible hours- ...your goals. EisnerAmper is seeking Tax Manager to join our Private Client Services (PCS) team in Boston or San Francisco. We are seeking someone... ...Experience preparing tax returns for individuals, trust/estates, and or entities Preferred/Desired Qualifications Master's...Private clientTemporary workLocal area
- ...Description EisnerAmper is seeking a Senior Tax Manager to join the Private Client Services (PCS) practice. The role involves tax compliance, consulting services, and analysis of financial, gift, estate, and income tax issues for high‑net‑worth individuals and their...Private clientPrivate practiceLocal area
- ...EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our Boston, MA... ...~ Experience preparing tax returns for individuals, trust/estates, and or entities Preferred/Desired Qualifications:...Private clientTemporary workLocal area
- We’re seeking a Private Client Relationship Advisor on behalf of our client, a... ...thrives at the intersection of client service, wealth management operations, and fiduciary expertise. In this client-facing... ...team to coordinate tax, estate planning, and fiduciary matters...Private clientWork experience placementWork at officeShift work
$90k - $110k
...Description Job Description Job Title: Private Client Legal Administrative Assistant Location: Boston MA 02... ...Private Client practices and the service of their clients; develop and... ...required. ~ Private Client or Trust and Estates experience REQUIRED. ~ Expertise...Private clientPermanent employmentFull timePrivate practiceWork from home$146k - $200k
...responsible for providing tax and consulting services to business clients with pass through entities and to... ...returns, which may include estates, trusts and charitable entities Manages... ...experience and/or public accounting, private industry accounting or consulting/professional...Private clientWork at office$110k - $150k
...seeking Tax Manager to join the Healthcare team within our Private Client Services (PCS) group. This role is to be based out of our Boston,... ...agreements. Work with clients and third-party administrators to implement retirement plans and employee benefits....Private clientTemporary workFor contractorsLocal area
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