Friedman Williams
Estate Administrator
Job ID: 21323
Estate Administrator (Boston, MA)
We are partnering with a highly respected Am Law 200 law firm to hire an Estate Administrator in its Boston office.
Reporting to the firm’s Trusts & Estates team, this position will play a critical role in managing the administration of taxable estates, including estates with complex and illiquid assets, while serving as a trusted resource to attorneys, fiduciaries, beneficiaries, and outside advisors throughout the estate administration process.
This position offers the opportunity to join a sophisticated estate planning and administration practice with a steady and growing workload. The ideal candidate will bring strong estate administration experience, exceptional attention to detail, and the ability to manage multiple matters independently while collaborating closely with attorneys and tax professionals.
Why does this role stand out?
• Join a well-established Am Law 200 firm with a highly regarded Trusts & Estates practice
• Opportunity to manage sophisticated taxable estate administrations involving complex asset structures
• High level of responsibility and autonomy with direct client and fiduciary interaction
• Exposure to estate, fiduciary, and post-mortem tax planning matters
• Collaborative environment working closely with experienced trusts and estates attorneys
• Opportunity to further develop expertise in Federal and Massachusetts estate tax matters
Responsibilities:
• Manage all aspects of estate administration from probate through final distribution
• Prepare and file Massachusetts Probate Court documents and oversee related proceedings
• Prepare and review probate accountings
• Prepare Federal and Massachusetts estate tax returns, as well as other state estate tax returns as required
• Collect, value, and inventory estate assets
• Calculate estate tax estimates, commissions, and distribution allocations
• Prepare instruments of distribution, receipts, releases, and related estate administration documents
• Coordinate and execute post-mortem tax planning strategies with attorneys and tax professionals
• Facilitate transfers of assets to beneficiaries and trusts
• Assist with funding formula distributions to marital and exemption trusts
• Review and process estate and trust account activity, ensuring accuracy and proper documentation
• Prepare correspondence and communicate regularly with clients, beneficiaries, fiduciaries, and outside advisors
• Serve as a reliable resource to attorneys, fiduciaries, and family members throughout the estate administration process
Qualifications:
• Bachelor’s degree required
• No less than 5 years of estate and trust administration experience (Law firm or professional services strongly preferred)
• Experience administering Massachusetts probate and estate matters
• Experience preparing or assisting with Federal and state estate tax returns – IRS Form 706 experience a big plus but not required
• Strong working knowledge of estate planning techniques and Federal and Massachusetts estate and fiduciary income tax laws
• Experience with GEMS estate tax software is a plus
• Strong project management skills and ability to manage multiple deadlines simultaneously
• Proficiency with Microsoft Word, Excel, Outlook, and PDF software
If interested in the position, please contact Bill Zwirz @ FriedmanWilliams: