Estate Settlement Attorney, Robert Half

Estate Settlement Attorney

Robert Half

Location:
United States, Boston

Category:
Legal

Contract Type:
Employment contract

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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