Available Position: Trusts and Estates Administrator
Borchers Trust Law Group, P.C. is seeking a full-time Trusts and Estates Administrator to work with our innovative, forward-thinking team in our Medway, MA office. We’re looking for someone who is able to work on both trust and probateProbate can refer to the process of settling the estate of a deceased person. Read More administration, in addition to accounting and some bookkeeping.
BTLG is a full-service trust and estate planning law practice serving individuals, businesses, trusts, and estates. With our TrustCASE™ system, we map out estate administration up-front to simplify the process and relieve stress for our clients and their families.
At BTLG, we cultivate a supportive, collaborative environment where our team members and clients are like family. We value genuine connection with our community and one another as we work together to build tailored, personalized plans for each of our clients.
Responsibilities:
- Draft, read, and interpret legal documents, including trustee appointments and resignations and trust amendments
- Prepare a variety of estate and trust income tax returns
- Input information for fiduciary income tax returns (Form 1041), gift tax returns (Form 709) and estate tax returns (Form 706)
- Communicate with trust and estate beneficiaries regarding distributions
- Produce summaries and accountings for trust beneficiaries
- Attend trust beneficiary meetings
- Prepare probateProbate can refer to the process of settling the estate of a deceased person. Read More inventories, court filings and probateProbate can refer to the process of settling the estate of a deceased person. Read More accountings
- Assist in retitling assets, identifying provisions, and executing principal payments
- General bookkeeping duties as needed
Requirements:
- 5+ years of trust and estate administration/tax experience in a law firm, trust department or accounting firm
- In-depth understanding and appreciation of the trust and estate administration process from start to finish
- Proficiency with cloud-based applications such as Office, QuickBooks, and CRM software
- Highly organized, adaptable, focused, and able to handle multiple tasks and cases simultaneously
- Able to work independently, under pressure, with minimal supervision
- Excellent references and credit check required
- DISC Profile preferred
- Notary license a plus
Benefits:
- Competitive pay
- Full benefits including health, dental, and vision coverage
- Team-building activities and opportunities for professional development
