Estate Administrator - Private Wealth Services (PWS)

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

General Description

Our Boston office is seeking a full-time Estate Administration Specialist to support its Private Wealth Services practice. This is a fast-paced and dynamic office where you will
work closely with clients, attorneys and other professionals.

Key Responsibilities and Essential Job Functions:

• Advising fiduciaries and beneficiaries regarding the estate/trust administration process
• Marshalling, organizing, and analyzing asset information.
• Reading and interpreting wills and trust instruments
• Coordinating valuation of assets and allocation of assets to sub-trusts
• Preparing inventories, asset transfer documents, deeds, probate readings, fiduciary reports/accountings, receipt and release agreements, disclaimers, affidavits
• Appearing in probate court on uncontested matters regarding wills and trusts
• Preparing estate and gift tax returns
• Reviewing and extracting relevant information from bank, brokerage and other statements
• Maintaining checkbook and banking records
• Computing and disbursing beneficiary distributions
• Recording deeds in local jurisdictions
• Preparing and filing beneficiary designation forms for life insurance and retirement accounts
• Researching relevant state laws and/or federal estate, gift and GST tax laws.
• Special project and duties as assigned.

Required Skills:

• Strong verbal, written and interpersonal skills
• Strong time management and organizational skills
• Self-starter who takes initiative to complete assignments
• Excellent computer skills including Word, Excel; and tax return preparation software.

Required Qualifications & Education:

• 5+ years of relevant experience
• Familiarity with fiduciary income tax returns and/or Accounting/CPA background
• Familiarity with local probate rules and procedures

Preferred Qualifications & Education:

• J.D. from ABA accredited law school
• Active Bar license

Physical Requirements:

• Ability to sit or stand for extended periods of time.
• Moderate or advanced keyboard usage

Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be at their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.  Below is a list of just some of the benefits we offer: generous paid time off; eleven paid holidays per year; time off for bereavement or jury duty; paid leave for new parents; comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSA or HSA; FSA for dependent care; supplemental AFLAC policies for medical care; excess liability coverage; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup care for children and adults; senior care planning support; and resources for individuals with development disabilities and their caregivers.

Benefits may vary by position and office.

Holland & Knight is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity Employer, making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran or any other protected class.

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.