Job Description

Location: Boston Metro, MA

Salary Range: $125K-$135K DOE | Exempt

Schedule: Full-time | Monday-Friday, 9-5 | Hybrid, 2 remote days/week

About the Role:

Our client, a respected and long-established firm, is seeking a detail-oriented and collaborative Estate Advisor to join its Estate Settlement team. This role is focused on managing complex estate matters in a client-centric, collaborative environment.

In this position, you’ll get the opportunity to work closely with experienced advisors and attorneys, gaining direct exposure to all phases of estate administration , including tax return preparation , probate proceedings , and asset distribution . The firm's culture emphasizes belonging , face-to-face collaboration , and long-term professional growth .

Key Responsibilities:

• Prepare and file federal and state estate tax returns , including Massachusetts estate tax returns
• Estimate total estate value, assess debts, administrative costs, and tax obligations to determine cash needs
• Collect and manage assets; arrange payment of debts, expenses, and taxes
• Coordinate with attorneys on estate distribution plans and develop trust-funding strategies
• Work with the Estate Coordinator to draft and file probate forms, inventories, accountings, and related documents with probate courts
• Participate in estate tax audits at the state and federal level, collaborating with responsible attorneys
• Maintain communication with clients, beneficiaries, accountants, and financial advisors to provide updates and resolve questions
• Maintain thorough documentation and status tracking of all assigned estate files
• Participate in training sessions and professional development activities to stay current with estate law trends and best practices

Qualifications:

• Bachelor’s degree in Finance or a related field is required
• 5+ years of estate settlement experience
• Proven experience with estate tax return preparation
• Excellent communication and interpersonal skills for client and advisor interaction
• High attention to detail with strong organizational, problem-solving, and time management skills
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Familiarity with estate software tools such as GEMS, CCH ProSystem FX, TrustEase, SEI/SWP, ZCalc, ViewPlan , or similar platforms is a plus
• Self-starter with ability to manage multiple priorities with minimal supervision

Why Apply?

Join a firm with over 125 years of success that fosters direct collaboration and a professional environment where every team member has a voice. This is a fantastic opportunity for an estate administration professional or junior estate attorney looking to pivot into a non-practicing, high-impact role within a trusted and inclusive legal and financial advisory practice.

Apply today to bring your estate administration expertise to a collaborative, mission-driven team where long-term success and personal growth are top priorities.

Founded in 1969, JOHN LEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHN LEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.

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