G&S 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, G&S complies with applicable federal, state and local laws governing nondiscrimination in employment.
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Legal Talent Administrative Assistant
The Goulston & Storrs Legal Talent Team is growth and team-oriented, fast-paced and dynamic and consists of recruiting, talent development and diversity, equity and inclusion professionals. As a member of the innovative and integrated Legal Talent Team, the Legal Talent Administrative Assistant will primarily support the Chief Legal Talent Officer as well as collaborate with and support Legal Talent team members in the areas of diversity, equity, inclusion, legal recruiting, training and development.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Assist with the administration of our wellbeing coaching program and initiatives
- Collaborate with the Chief Legal Talent Officer and Chief Human Resources Officer on implementation of the ABA Wellbeing Pledge
- Schedule meetings and help to coordinate conference rooms and logistics for hybrid meetings
- Administer the monthly Director Roundtable and Associate Small Group Lunch Meetings
- Assist with interviewing logistics for legal recruiting
- Provide administrative support to the Newer Director Committee including calendar appointments, meeting logistics and helping to support the implementation of feedback processes and leadership programs
- Utilize Survey Monkey to help administer surveys and report survey results
- Maintain database for tracking Mansfield Rule reporting
- Run reports on various metrics in the firm’s SSRS database
- Assist with travel arrangements
- Process reimbursement requests
- Monitor the Legal Talent Outlook inbox, forwarding emails to appropriate team member(s) as needed
- Other administrative project and event planning support, as needed
Qualifications include:
- Bachelor’s Degree
- 2 - 4 years of experience as an administrative assistant
- Understanding of law firm or professional services firm business operations
- Excellent attention to detail and action-oriented with demonstrated ability to coordinate multiple projects simultaneously
- Proactive, ownership-oriented and deadline driven
- Strong verbal and written presentation skills with the demonstrated ability to build relationships and communicate effectively
- Ability to troubleshoot problems and implement solutions in a fast-paced environment
- Highly proficient in MS Word, Excel, PowerPoint, and database management systems
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 PMorgan@goulstonstorrs.com
Accountant
Goulston & Storrs, an Am Law 200 law firm, is seeking a motivated, analytical and detailed Accountant to join our team. This position reports to the Controller and performs accounting functions, analyzes financial data, maintains and develops accounting controls designed to safeguard company assets, and prepares management reports. The ideal candidate will have a bachelor’s degree in accounting or finance with 2 to 4 years of experience, preferably in a law firm or professional services organization.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Manage month-end and year-end closing, including the preparation, review and posting of journal entries
- Reconcile and analyze Balance Sheet and Income Statement accounts and Statement of Cash Flows
- Play key role in preparing annual budget and quarterly forecasts
- Report monthly budget/forecast variances and analyze trends
- Assist in filing the firm’s corporate tax return
- Manage fixed assets and calculate depreciation
- Ensure accuracy, data integrity and compliance with accounting policies and procedures
- Assist in the analysis and development of internal controls for safeguarding company assets
- Develop documentation of procedures and recommendations for process improvements
- Assist with other duties and projects as requested
QUALIFICATIONS:
- Bachelor’s degree in accounting or finance required; CPA a plus
- Professional attitude, reliable and strong work ethic
- Must be well organized and a self-starter
- Ability to effectively manage multiple projects simultaneously
- Must be accurate, detail and deadline oriented, organized and flexible
- Ability to prioritize and meet tight deadlines and deliver exceptional results
- Excellent verbal and written communications skills, a must
- Ability to work independently, as well as part of team
EDUCATION/EXPERIENCE:
- Minimum of 2 to 4 years of general accounting experience and financial operations
- Knowledge of standard accounting principles, methods, and applications
- Ability to effectively communicate accounting information, policies, and/or procedures in a manner easily understood
- Proficient in MS Office
- Knowledge of finance and accounting control procedures
- Ability to analyze financial data and prepare financial reports, statements and/or projections
- Experience in Aderant Expert, Sage (FAS) and/or SQL/SSRS a plus
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.
- For more information: Please email PMorgan@goulstonstorrs.com
Private Client & Trust Group Practice Group Manager
BUSINESS DEVELOPMENT DEPARTMENT MISSION:
The Goulston & Storrs Business Development Department is fast-paced, fast moving, exciting and entrepreneurial, and consists of marketing and communications, business development, client relations, and practice group management professionals. Our goal is to set the industry standard for each of these core functional areas. We will achieve this through our relationships externally and internally. Our collective commitment, as a team, is to:
- Provide education to our clients (firm members)
- Infuse best practices thinking into all areas of practice operations, sales, and service
- Use analysis as the foundation for our approach to decision-making
- Create innovative targeted initiatives to drive efficiencies and increase revenue
- Support and enable the firm as a business and community leader
DESCRIPTION:
We are seeking a dynamic, entrepreneurial, and analytical individual to work with department leaders and practice group co-chairs to drive and support the strategy of the firm’s Private Client & Trust Group (PCTG). Responsibilities include ensuring the effective administration, operation, and project management of various practice group initiatives and to promote external visibility of the group, its lawyers, and professionals within and outside the firm.
The Practice Group Manager will be responsible for the daily execution of business needs/ operations of our PCTG with a strong emphasis on delivery and execution of its strategic plan. The manager will be a critical liaison to the practice co-chairs and work with other firm legal and administrative groups to support the practice groups’ goals associated with marketing and client development, financial reporting, talent management, partner support, and other firmwide strategic initiatives.
PRINCIPAL RESPONSIBILITIES:
- Serve as trusted advisor to the practice co-chairs, leading, managing, organizing, and streamlining the administrative aspects of their role as practice group leaders. The manager is expected to assist in priority-setting, surface critical issues, and integrate strategic growth into the group’s tactics and objectives.
- Assist in the preparation and implementation of the group’s strategic plan.
- Assist with the preparation, review, and analysis of practice group productivity and financial metrics of the legal practice and estate and trust administration functions on a regular basis in collaboration with the Director of Fiduciary Services and Finance and Client Value teams, and develop strategies to address areas concern.
- Support the Finance team with developing practice budget, revenue targets, reforecasting, and other financial goals.
- Maintain and share current awareness of relevant practice trends and our lawyers’ areas of specialty; lead efforts with working group and Business Development colleagues to create communications campaign for clients and referral sources.
- Maintain system for tracking areas of specialty; collaborate with Chief Business Development Officer and Legal Talent to address gaps.
- In conjunction with work allocators, co-chairs, and Business Operations colleagues, support the work assignment process as needed.
- Become familiar with the legal and business processes involved in the PCTG; probe for opportunities for improvements in service delivery, including project management, process improvement, and adoption of legal tech, in collaboration with the KM Committee and Practice Area Efficiency Working Group.
- Collaborate with Client Value Team to identify optimal pricing and staffing models to support operations and revenue-generating initiatives and financial goals.
- Provide orientation support to junior associates and lateral hires to the practice group; serve on integration committees as assigned.
- Ensure that specific business development and marketing initiatives for practice group are aligned with firm and practice strategy. Collaborate with business development and marketing colleagues as appropriate on specific activities, including maintaining standard marketing materials and responding to RFPs.
- Assist as needed in the coordination of practice-specific events and other related client initiatives.
- Provide administrative and operational support to practice group co-chairs, including preparing agendas and notes for regularly-scheduled co-chair meetings.
- Coordinate and assist in planning practice group meetings, prepare meeting notes, follow-up on specific action items and/or coordinate deliverables involving other business operations colleagues as applicable.
- Perform other duties as assigned.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Along with demonstrated initiative, uncompromised integrity and a results-oriented mindset, the ideal candidate has:
- Excellent interpersonal skills and ability to influence lawyers and professional staff, while exemplifying our collaborative culture.
- Strong project management and organizational skills.
- Ability to handle a wide variety of responsibilities and work in a fast-paced environment.
- Ability to identify and solve problems, take initiative, and work independently under pressure.
- Excellent oral and written communication skills.
- Ability to understand overall program objectives while being attentive to and executing program details.
- Computer proficiency with MS Word, Excel, and PowerPoint.
EDUCATION/EXPERIENCE:
- Bachelor’s degree required; advance degree a plus.
- Work history in investment management firms a plus.
- Minimum five years’ experience that is directly related to the duties or skills described herein.
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.
- For more information: Please email PMorgan@goulstonstorrs.com
Financial Systems Manager
Goulston & Storrs is seeking a seasoned Financial Systems Manager to join their dynamic and innovative IT Department. The ideal candidate for this hybrid role will have extensive experience working closely with the financial team and enjoys collaborating with business partners to drive process improvements and software implementation. Reporting to the Director of IT Solutions, this role will be responsible for managing the firm’s financial applications and connected systems, collaborating with finance management to identify and implement software solutions, while ensuring the security and integrity of client and firm data. The Financial Systems Manager will also participate in modernizing the firm’s financial application portfolio, utilizing SaaS/Cloud technologies.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Primary Responsibilities:
- Primary support for all financial applications including troubleshooting application issues and data integration issues. Maintain a working relationship with the software and consulting vendors related to the financial management system.
- Implement process improvement and workflow design for software implementation and Finance Department processes that utilize software solutions.
- Develop and support data integrations between the accounting/time and billing system and all systems that need financial/client matter data.
- Develop reports and data extracts for internal and external consumers of financial data as required to support needs of the firm.
- Collaborate with business partners – practice and administrative group leaders – to identify and implement solutions to solve business challenges.
- Execute on project plans and assist the Finance team in executing on project plans across the Finance organization.
- Provide database administration support and maintenance of the MS-SQL Database environment related to the financial system.
- Contribute to a framework that will govern how technology solutions will be identified and implemented.
- Partner with the Finance department to support month, quarter, and year-end processes.
- Partner with IT management to move the firm’s technology towards a SaaS/Cloud architecture.
- Partner with the IT Operations Department to maintain and advance the support of financial applications at the firm.
- Help ensure the security and integrity of client and firm data.
- Balance the firm’s requirements with IT Governance (Architecture, Budget, Project Management, Operations, Support).
- Participate in the Legal IT industry outside of the firm in the form of knowledge sharing, collaboration on architecture and design and technology advancements. This includes ILTA events as well as other cross industry collaborations.
Core Competencies and Qualifications:
- Current or previous experience in managing the systems needs of a financial organization, exposure to managing SaaS applications, Financial Systems or large-scale database applications.
- 5-7 years of IT financial application experience, managing software configuration, maintenance, implementation, and user support. Aderant experience preferred.
- A strong track record of supporting technology applications across multiple business disciplines.
- Exposure to MS SQL Server management and scripting using T-SQL.
- Knowledge of SSRS, Crystal Reporting, Power BI or Tableau, Intapp Time, Anaplan, and BigSquare a plus.
- Highly developed interpersonal skills, including a comfort level with verbal and written communications aimed at both technical and non-technical team members.
- Demonstrated ability to organize & prioritize projects and complete multiple tasks on schedule.
Education/Experience:
- 5-7 Years legal financial application administration experience.
- Bachelor’s degree, preferably in business / computer science or equivalent work experience.
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.
- For more information: Please email PMorgan@goulstonstorrs.com
Estate Administrator
Goulston & Storrs, an Am Law 200 law firm, has an immediate need for a motivated, analytical, detailed and experienced Estate Administrator to report directly to the Manager of the Estate Administration Department, responsible for administering large and complex taxable estates. The individual will have a Bachelor’s degree or equivalent with at least 7 years estate administration and trust 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;
- Prepare and file Probate Court documents;
- Prepare and file Federal and Massachusetts estate tax returns, as well as other state estate tax returns;
- Collect assets, create asset lists, value assets, calculate estate tax estimates, 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;
- Process receipts, and distributions for estate and trust accounts;
- Communications with in-house accountants, outside accountants and other advisors;
- Monthly review of client statements for accuracy and consistency of details;
- Be a reliable, responsive, confident resource to attorneys, fiduciaries, and family members throughout the estate administration process; and
- Assist with other tasks and projects as requested or needed.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Experience with all aspects of estate administration;
- Strong knowledge of Federal and Massachusetts estate tax laws;
- Preference for knowledge of estate tax program GEMS;
- Familiarity with trust accounting software;
- Additional strong technical skills, including Microsoft Word, Excel, PDF programs and Outlook;
- Skilled in working closely with attorneys both in-house and externally;
- Excellent project management skills, including well-organized, diligent at follow-up, self-directed follow-through, and able to effectively manage multiple projects simultaneously, prioritize multiple deadlines and deliverables, and meet tight deadlines;
- Excellent verbal and written communications skills;
- Produce accurate, consistent, detail-oriented results;
- Professional attitude, reliable, responsive and strong work ethic; and
- Ability to work independently, while also being flexible and an active contributor to the estate administration team.
EDUCATION/EXPERIENCE:
- Bachelor’s degree required; and
- At least 7 years of estate administration and trust experience.
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 PMorgan@goulstonstorrs.com