What are the responsibilities and job description for the Estate Advisor position at Kennison & Associates?
A Boston law firm representing clients around the world is seeking an Estate Advisor to manage all aspects of estate administration for an assigned book of estates.
Responsibilities include valuing assets, coordinating payment of debts and taxes, preparing federal and state estate tax returns, supporting attorneys during audits, overseeing asset distribution and trust funding, and ensuring all probate filings and deadlines are met. The role requires strong client communication, coordination with internal teams, complete file management, and ongoing reporting to leadership.
Candidates should have at least five years of estate settlement experience, excellent communication and analytical skills, the ability to work independently in a fast-paced environment, and proficiency with standard office software. Experience with estate and trust systems such as SE2, SEI/SWP, GEMS, TrustEase, or CCH platforms is beneficial.
The salary range is $125,000 - $175,000 along with excellent benefits, and a hybrid work environment. Don't miss this chance to grow with a respected, high-performing firm.
Job Code: 18763
*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!
Salary : $125,000 - $175,000