Sr. Estate Administrator

Location: New York, NY, United States

Salary: $158,010–$276,460 USD per year

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Administer complex estates and taxable trusts involving sophisticated estate plans, unusual assets, complicated trust provisions, and sensitive family situations.
• Make and coordinate decisions concerning tax elections, reserves, asset valuation, liabilities, audits, litigation, distributions, and estate funding.
• Prepare for estate, gift, generation-skipping, fiduciary, and personal income tax filings by organizing assets, valuations, expenses, and financial records.
• Work with tax specialists, co-fiduciaries, investment professionals, in-house teams, and outside counsel on legal, tax, investment, and fiduciary matters.
• Build relationships with beneficiaries, explain estate issues and regulatory changes, and communicate investment decisions and account requirements.
• Oversee court filings, real estate and family business transactions, qualified plan assets, estate tax audits, and responses to litigation.

Requirements

• At least 8 years of experience in estate administration or personal trust.
• Advanced knowledge of estate planning and tax laws, trusts, fiduciary income, investments, real estate, accounting, and trust operations.
• Broad experience across legal, tax, investment, and operational aspects of estate administration.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.
• Visa sponsorship is not available for this opportunity.

Culture & Benefits

• Flexible and collaborative work culture with opportunities for internal mobility and access to senior leaders.
• Retirement benefits including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with community and philanthropy initiatives.