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Estate Settlement Attorney

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Boston

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Category:
Legal

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

Robert Half Legal Permanent Placement is seeking a highly skilled Trusts & Estates Paralegal or Attorney with expertise in taxation to serve as an Estate Settlement Attorney in Boston. The candidate will support Trustees and clients by facilitating the settlement of estates and administration of trusts, requiring expertise in estate settlement, probate, tax compliance, and trust administration.

Job Responsibility:

  • Prepare federal and state estate or inheritance tax returns and gift tax returns in compliance with relevant regulations
  • Generate estate tax projections and analyze planning documents for tax-related insights
  • Manage probate accounting activities, working with attorneys and probate court personnel to ensure compliance and submission of documentation
  • Collaborate with outside counsel on legal matters, including identifying and mitigating legal and tax risks
  • Provide exceptional client service through clear communication of complex estate planning and tax concepts
  • Proactively address trustees’ needs, offering guidance on settlement timetables and processes
  • Maintain tracking systems and project timelines to ensure efficient completion of estate settlement activities
  • Manage multiple concurrent projects and prioritize tasks effectively
  • Work closely with internal teams, including fiduciary services and investment professionals
  • Uphold high-quality service standards while adhering to established processes.

Requirements:

  • Paralegal or JD candidates encouraged to apply
  • Minimum of 5+ years of estate settlement experience
  • Expertise in probate, tax legislation, and trust administration
  • Familiarity with estate tax return preparation and related software tools.
What we offer:
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life and disability insurance
  • Access to company 401(k) plan
  • Free online training.

Additional Information:

Job Posted:
March 23, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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