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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Project Manager
Reporting to the Director of the Program Management Office (PMO), the Project Manager (PM) will be responsible for the overall management and oversight of assigned projects, ensuring projects are completed on-time, communication is effective, goals are met and benefits are realized. In addition, the PM will support the PMO initiatives and follow the PMO established standards and procedures. The ideal candidate is a results-oriented professional who is highly organized, has strong interpersonal and communication skills and the ability to lead and engage inter-departmental project teams.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Primary Responsibilities:
- Manage large cross-functional projects from inception to completion, ensuring projects progress as planned and within scope while proactively managing stakeholders’ expectations throughout the project.
- Provide oversight of projects managed by non-PM members, offering guidance and mentoring on PMO’s standards.
- Manage vendor relationships throughout the projects ensuring outsourced tasks meet contract expectations, firm standards, and are delivered on time.
- In collaboration with project sponsors, facilitate the creation and approval of a project charter including the definition of project scope, goals, roles and responsibilities.
- In collaboration with project team and functional managers, identify, schedule, and manage project tasks, milestones, deliverables and resource requirements.
- Create and manage project documentation including project plans, risks, issues, decisions, and change management logs.
- Lead project team meetings, creating agendas and minutes. Track and report progress on all action items.
- Provide regular project updates and status reports to all stakeholders in a clear and concise fashion.
- Facilitate status meetings with business sponsors and key stakeholders to review project progress, discuss key issues, and any material changes to scope, budget, resource or schedule.
- Adhere to and promote PMO’s established standards, procedures and best practices.
- All other PM duties as assigned or required by PMO.
Core Competencies and Qualifications:
- Strong interpersonal and communication skills with teamwork and customer service attitude.
- Ability to work collaboratively and drive teams and projects towards the expected outcomes.
- Ability to manage multiple concurrent projects independently in a dynamic environment.
- Ability to facilitate meetings with large groups of diverse stakeholders and business users.
- Experience utilizing various project management tools and proficiency in Microsoft office.
Education/Experience:
- 6+ years Project Management experience. PMO experience a plus.
- PMP certification or related certification required.
- Bachelor’s degree in computer science, business or related field required.
- Knowledge and familiarity with legal services business or other professional services organizations is preferred.
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 vcruise@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 work directly with its Private Client and Trust attorneys in our Boston and New York offices, 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 Massachusetts Probate Court and New York Surrogates Court documents.
- Draft and file Federal, Massachusetts and New York 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.
- Communications with 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 and professionals.
- 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.
IN-OFFICE REQUIREMENTS: Hybrid – 3 days per week in-office at the Boston office, flexibility to work 2 days per week remotely.
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. Furthermore, we prohibit harassment and discrimination by any other person, including vendors and suppliers, with whom employees may come into contact in connection with their employment.
- For more information: Please email vcruise@goulstonstorrs.com
