Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race (including traits historically associated with race, including but not limited to, natural hair texture, type, length, and protective hairstyles), color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability, or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment.
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Financial Analyst
Goulston & Storrs is seeking a Financial Analyst to provide financial modeling and analysis of key performance metrics in a professional services environment. The Financial Analyst should understand general accounting principals, possess strong analytical skills, explain complex data concisely, produce timely and accurate results, and identify and implement process improvements. Integral to this role is an expert understanding of Microsoft Excel and report-writer tools and their application to produce accurate, timely, and relevant information for decision-making. The Financial Analyst will be visible within the firm, interacting with attorneys, senior managers, and staff. An assertive mindset combined with an ability to work autonomously is essential to this role.
ESSENTIAL RESPONSIBILITIES AND QUALIFICATIONS:
Job Responsibilities:
- In-depth analysis, reporting, and communication of the firm’s key metrics
- Revenue modeling support to produce annual budget and quarterly forecasts
- Develop standard financials and support requests for analysis, including insightful presentation to senior management
- Lead annual and quarterly industry survey submissions, consolidating firm data from various departments, synthesizing results, and presenting key findings to senior leadership
- Assist with development and transition of reports to PowerBI and Anaplan
- Other duties as assigned
Qualifications include:
- Bachelor’s degree in accounting/finance
- 3-5 years of finance/accounting experience including financial modeling, forecasting and budgeting, general business analysis
- Proven analytical skills and ability to work with large amounts of data
- Self-motivated, problem-solving skills, ability to prioritize responsibilities to meet key deadlines
- Strong oral and written communication skills to senior management level
- Expert Excel skills, knowledge/experience of data warehouse environment and financial reporting tools
- Helpful: Anaplan; PowerBI; Aderant Financial Software; SQL; professional services environment
This job description is intended to be general and may evolve over time. It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.
Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment.
- For more information: Please email vcruise@goulstonstorrs.com
Trust Administrator
Goulston & Storrs, an Am Law 200 law firm, is seeking an experienced Trust Administrator to join our thriving Private Client & Trust Group to manage all aspects of ongoing administration of assigned Trust relationships.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Primary Responsibilities:
- Regularly review and understand various types of trust instruments.
- Manage assigned trust relationships including all aspects of opening, administering, and closing of trust matters and provide support to attorneys.
- Responsible for identifying and reporting compliance related matters within Trust & Fiduciary Services as well as assisting with the management and mitigation of risk.
- Understand the nuances of the discretionary review process and participate in such evaluations.
- Process investments, facilitate gifts make distributions and bill pay servicing.
- Communicate with clients regarding cash needs and bill payment.
- Contribute to the fostering of a strong team oriented positive culture.
- Work effectively with multiple office departments following established procedures, ensuring high quality completion of client and trustee requests.
- Support and provide backup during periods when other team members are away from the office.
- Effectively manage multiple on-going projects, coordinate processes and successfully prioritize multiple tasks with good judgment.
- Be readily available for client and trustee requests and inquiries.
- Other duties as assigned.
Core Competencies and Qualifications:
- Significant experience with trust accounting systems and trust operations.
- Solid understanding of the role of fiduciaries and delivery of trust services.
- Demonstrated interpersonal skills suggesting ability to enhance the firm’s reputation, service and business – both internally and externally.
- Ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook, even in high stress situations.
- Consistent and strong follow-up skills with a strong attention to detail.
- Excellent verbal, written, analytical and technical skills.
- Strong organizational skills with great attention to detail.
- Strong multi-tasking and prioritizing skills with the ability to meet deadlines.
- Excellent written and verbal communication skills.
- Exceptional interpersonal skills with a customer service focus.
- Ability to work independently and as part of a team.
- Proficiency with Microsoft Excel.
EDUCATION/EXPERIENCE:
- Bachelor’s degree from accredited college or university required. Additional educational certifications such as CFP®, CTFA encouraged.
- At least 5 years’ experience working within a Trust Department, with exposure to working directly with trustees, settlors and beneficiaries on trust matters and demonstrated track record of understanding all the components of trust administration.
This job description is intended to be general and may evolve over time. It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.
Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment.
- For more information: Please email vcruise@goulstonstorrs.com
Manager, Marketing & Communications
STRATEGIC GROWTH DEPARTMENT MISSION:
The Goulston & Storrs Strategic Growth Team is fast paced, fast moving, exciting and entrepreneurial.
Our collective commitment as a team, is to:
- Provide education to our clients (firm members);
- Infuse best practices thinking into all areas of sales and service;
- Use analysis as the foundation for our approach to the market;
- Create innovative targeted marketing materials and initiatives;
- Support and enable the firm as a business and community leader.
Focused on the below six core competencies, we deliver exceptional value to our clients and stakeholders—client service, firm knowledge, problem-solving & adaptability, project management, communication, and professionalism.
- Client Service involves a dedicated commitment to providing exceptional service to clients (internal and external), ensuring their needs are effectively met, acting as a “go-to” and trusted advisor, consistently demonstrating value, and enabling revenue generation activities of for the firm.
- Firm Knowledge encompasses a strong understanding of the legal profession and the firm’s operations including its practices, market position, clients, and competitors, and recognizing how individual roles contribute to the success of the department and firm.
- Problem-Solving & Adaptability involves proactively addressing challenges with a “Yes, First” approach, embracing change, fostering a growth mindset, and offering and displaying an openness to new ideas, while leveraging data and technology, when possible, to make decisions, support business development and enhance client relationships.
- Project Management involves efficiently managing projects and expectations to meet specific objectives while demonstrating the ability to prioritize tasks and address unexpected challenges.
- Communications entails conveying information and ideas clearly and convincingly (both written and verbal) through various channels, tailoring communication to different audiences.
- Professionalism encompasses the way individuals present themselves, interact with others, and approach their work, demonstrating a commitment to excellence, integrity, and respect.
DESCRIPTION:
The Goulston & Storrs Strategic Growth Team is seeking a Marketing & Communications Manager to play a critical role in enhancing the firm’s visibility, reputation, and business development efforts—particularly during an exciting period of brand evolution and digital transformation. As the firm launches a brand refresh and new website, this individual will lead the development and execution of strategic marketing and communications initiatives that bring the brand to life across all channels.
This position requires a blend of strategic thinking, exceptional writing, project management, and cross-functional collaboration. The ideal candidate is a self-motivated and collaborative leader with a deep commitment to excellence in the workplace, exceptional attention to detail, and a deep understanding of professional services branding. This person thrives in a fast-paced environment, can quickly think on their feet, is creative and determined, and demonstrates the ability to think outside of the box. This position requires a high energy level, a willingness to work long hours, and occasional business travel.
PRINCIPAL RESPONSIBILITIES:
Strategic Planning & Execution
- Collaborate with firm leadership, attorneys, team members, and external partners to plan and execute integrated marketing and communications strategies across paid, owned, and earned channels.
- Develop and implement an annual marketing and communications plan with key performance indicators (KPIs).
- Serve as a brand steward, ensuring consistent application of visual identity and messaging across all media.
Brand & Website Rollout
- Serve as a key project lead for the firm’s new website and brand rollout —coordinating with internal stakeholders, outside vendors, and creative partners.
- Develop and manage internal and external communications plans to support the launch, including messaging frameworks, FAQs, leadership announcements, and firmwide updates.
- Draft and edit brand-aligned content for the website, including new practice descriptions, attorney bios, and service narratives.
- Ensure smooth adoption of new brand guidelines across all marketing collateral, digital channels, and firm documents.
- Lead internal education efforts to equip attorneys and staff with tools and language to confidently represent the new brand.
- Coordinate accolade and awards submissions; mine for strategic storytelling opportunities and work with internal and external partners to create and distribute corresponding content
- Champion and leverage existing technology programs, including CRM, to enhance marketing and business development activities; identify and implement new innovation as needed.
Content Development & Management
- Lead content strategy and oversee creation of client alerts, newsletters, attorney bios, thought leadership pieces, and social media content.
- Partner with attorneys to develop client-centric messaging, highlighting the firm’s capabilities and experience.
Awards & Rankings Submissions
- Manage the firm’s awards and directory submissions process (e.g., Chambers, Best Lawyers, Legal 500, Law360), ensuring timely and strategic nominations that align with the firm’s positioning and priorities.
- Collaborate with attorneys and practice leaders to gather relevant experience, craft compelling narratives, and tailor submissions to highlight the firm’s differentiators.
- Develop and maintain a submission calendar; track deadlines, outcomes, and feedback to inform future improvements.
- Promote wins internally and externally, amplifying recognition across website, social media, and newsletters as part of the brand storytelling strategy.
Internal Communications; Media Relations & PR
- Support firm-wide internal communications, including leadership updates and other firm announcements, intranet content, and internal campaigns with high-quality, on-brand messaging.
- Lead internal communications that support culture-building and engagement around the brand transition.
- Partner with HR, IT, and Operations on firmwide rollout logistics, including templates, training, and intranet updates.
- Identify media opportunities and manage relationships with legal and industry trade press.
- Draft and distribute press releases; track media coverage and key metrics.
Digital Marketing
- Manage updates and ongoing content strategy for the firm’s new website, including SEO best practices and analytics tracking.
- Manage the firm’s social media presence; guide firmwide use of social media to amplify the new brand and website launch, and promote strategic content.
- Liaise with external vendors on campaign tracking, reporting, and optimization.
Events & Sponsorships
- Manage the planning and execution of firm events for clients, prospects, and other key contacts via events, webinars, and sponsorships, ensuring consistent branding and strong audience engagement.
Metrics & Reporting
- Track engagement metrics across digital platforms and contribute to ROI analysis for marketing efforts.
- Establish and adhere to department budget; seek opportunities to improve department efficiency and reduce expenses by streamlining operations.
- Facilitate the development of staff by providing opportunities and support; deliver timely feedback on work product; regularly coach, evaluate, and recognize staff performance and accomplishments.
EDUCATION AND QUALIFICATIONS:
- Bachelor’s degree from a four-year college or university in Marketing, Communications, Journalism, or a related field.
- 8 years of progressively responsible experience in professional services communications, with at least 4 years in a leadership role managing people and projects.
- Exceptional writing, editing, and storytelling skills.
- Strong understanding of digital marketing, SEO, and content strategy.
- Proven experience developing and implementing integrated marketing and communications strategies.
- Collaborative mindset and the ability to work effectively across functions and seniority levels with personal credibility, professionalism, and a high degree of integrity.
- Proficient with tools such as MailChimp, Sprout Social, Sanity, project management platforms, and CRM systems.
- Strong leadership, organizational, team building, interpersonal, and customer service skills are essential.
Salary Range: $175,000- $200,000 (salary level dependent on experience and qualifications)
This job description is intended to be general and may evolve over time. It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties. We are an equal opportunity organization.
- For more information: Please email vcruise@goulstonstorrs.com
Estate Administrator
IN-OFFICE REQUIREMENTS: Hybrid – 3 days per week in-office at the New York or Boston office, flexibility to work 2 days per week remotely.
The Private Client and Trust Group has an immediate need for a motivated, analytical, detailed and experienced Estate Administrator to work directly with its Private Client and Trust attorneys in New York and Boston, to be responsible for administering a variety of estates, including large and complex taxable estates. The individual will have a Bachelor’s degree or equivalent with at least 5 years estate administration experience, preferably in a law firm or professional services organization, as well as knowledge of estate planning techniques and tax laws relevant to estate administration.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Responsible for all aspects of estate administration.
- Draft and file New York Surrogates Court and Massachusetts Probate Court
documents related to estate administration, trust administration, and related proceedings.
- Draft and file Federal, New York and Massachusetts estate tax returns, as well as other state estate tax returns.
- Collect assets, create asset lists, value assets, calculate estate tax estimates, calculate commissions, prepare instruments of distribution and receipts, prepare correspondence to clients, beneficiaries and advisors, participate in post-mortem income tax planning, transfer property to beneficiaries, prepare probate accountings, and fund formula distributions to marital and exemption trusts.
- Communications with clients, in-house accountants, outside accountants and other advisors.
- Be a reliable, responsive, confident resource to attorneys, fiduciaries, and family members throughout the estate administration process.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Experience with all aspects of probate and estate administration in New York or Massachusetts.
- Strong experience drafting Federal and state estate tax returns.
- Proficiency with Microsoft Word, Excel, PDF programs and Outlook. Knowledge of estate tax program GEMS preferred.
- Excellent project management skills, including prioritizing multiple deadlines and deliverables.
- Professional written communication and interpersonal skills with ability to build and maintain strong relationships with clients, advisors and colleagues.
- Ability to work independently, while also being flexible and an active contributor to the estate administration team.
EDUCATION/EXPERIENCE:
- Bachelor’s degree required.
- At least 5 years of estate administration experience.
Salary Range: Up to $140,000 (salary level dependent on experience and qualifications)
This job description is intended to be general and may evolve over time. It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.
Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment.
- For more information: Please email vcruise@goulstonstorrs.com
