Estate Administration Attorney
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
Option for remote
Compensation
$110,000-$120,500/year
Benefits
Health Insurance
Dental Insurance
Paid Vacation
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
We are a premier boutique estate planning firm in the Greater Boston area seeking an experienced Estate Administration Attorney to lead probate and trust settlement cases from start to finish. If you thrive in a fast-paced environment, value direct client impact, and excel at managing complex estate matters independently, we’d love to connect.
Key Responsibilities:
- Independently manage estate administration, probate, and trust settlement cases from start to finish.
- Prepare and file Massachusetts estate tax returns, Federal estate tax returns, and gift tax returns (706/709).
- Prepare, review, and submit necessary probate forms and court documents.
- Obtain date-of-death valuations and secure required documentation for estate tax returns and settlement processes.
- Oversee ongoing trust administration cases, handling trust and estate accounting duties.
- Serve as the primary point of contact for clients, courts, and third parties, leading client meetings independently while delivering exceptional service.
Ideal Candidate Will Possess:
- Outstanding written and verbal communication skills with a client-first approach.
- Thoughtful, diligent, highly organized, self-motivated, and detail oriented.
- Ability to handle a large caseload, prioritize multi-tasking, and work effectively both independently and collaboratively.
- Comfort with complex transfer tax systems and financial records related to estates and trusts.
Qualifications:Experience: Minimum of 3 years of dedicated experience in probate and trust settlement required but as firm is growing, candidates with significantly more experience in this area will also be considered. Tax Expertise: Demonstrated experience with Massachusetts estate tax returns, Federal estate tax returns, and the transfer tax system.Preferred Experience:
- Drafting probate and trust documents.
- Estate, trust, and individual income tax return preparation.
- Estate and trust accounting background.
Experience:
Minimum of 3 years of dedicated experience in probate and trust settlement is required but as firm is growing, candidates with significantly more experience in this area will also be considered.
License/Certification:
- Active bar admission in Massachusetts required
- Juris Doctor (Required)
Benefits: We take care of our team with a comprehensive benefits package, including
- Health & Dental: Choice of plans with firm contributions toward your coverage.
- Retirement: 401(k) with a competitive employer match.
- Rest & Recovery: Paid Time Off and a unique Sabbatical Program for long-tenured employees.
Ability to commute/relocate:
- Quincy, MA 02169: Reliably commute or planning to relocate before starting work (Required)
Flexible work from home options available.
Compensation: $110,000.00 - $120,500.00 per year
The Massachusetts Chapter of the National Academy of Elder Law Attorneys (MassNAELA) is a non-profit voluntary association whose members consist of a dedicated group of elder law and special needs attorneys across the Commonwealth of Massachusetts. MassNAELA was incorporated in 1992, to serve the legal profession and the public with the following mission: Educate, inspire, serve, advocate, and provide community to attorneys with practices in elder and special needs law.
Automate your job search with Sonara.
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FAQs About Estate Administration Attorney Jobs at Cody, Cody & McCarthy
What is the work location for this position at Cody, Cody & McCarthy?
This job at Cody, Cody & McCarthy is located in Quincy, Massachusetts, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Cody, Cody & McCarthy?
Candidates can expect a pay range of $110,000 and $120,500 per year.
What employment applies to this position at Cody, Cody & McCarthy?
Cody, Cody & McCarthy lists this role as a Full-time position.
What experience level is required for this role at Cody, Cody & McCarthy?
Cody, Cody & McCarthy is looking for a candidate with "Senior-level" experience level.
Does Cody, Cody & McCarthy allow remote work for this role?
Yes, this position at Cody, Cody & McCarthy supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by Cody, Cody & McCarthy for this role?
Cody, Cody & McCarthy offers following benefits: Health Insurance, Dental Insurance, Paid Vacation, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Cody, Cody & McCarthy?
You can apply for this role at Cody, Cody & McCarthy either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.