Estate Advisor III

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Conduct due diligence for new death settlement matters, considering risk and profitability among other factors.

2. Administer death settlement accounts efficiently and accurately in coordination with teammates.

3. Facilitate the preparation of applicable tax returns, including by way of example and not limitation final individual income tax returns, fiduciary income tax returns, and estate tax returns.

4. Adhere to local, state, and federal laws related to death settlement as well as the governing instrument.

5. Serve as subject matter expert with respect to estate and interim trust settlement.

6. Support teammates' sales efforts with respect to reserve-level future fee appointments and current estate/int...

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