Senior Trusts & Estates Tax Pro

Husch Blackwell; Denver (CO); On-site; Confidential; Full time

Job summary

Husch Blackwell LLP seeks a Senior Trusts & Estates Tax Professional to support estate administration, fund irrevocable trusts, and prepare estate-related tax returns across our nationwide offices.

The role requires 8+ years in trusts and estates, a two-year degree (Bachelor's or Paralegal preferred), and strong communication and organizational skills. Collaboration across offices is common, with preference for St. Louis or Phoenix locations.

Qualifications

• 8+ years of progressively responsible experience in Trusts & Estates.
• Two-year degree required; Bachelor's degree or Paralegal Certificate from ABA approved program preferred.
• Excellent communication, analytical, and organizational skills.
• Proven success working in a fast-paced, continually changing environment.
• Proficiency with Microsoft Office applications.
• Familiarity with tax and trust accounting software.
• Significant client case management experience.
• Highly organized, able to prioritize workflow and manage projects.

Responsibilities

• Prepare tax returns including Estate Tax Returns and Fiduciary Income Tax Returns.
• Maintain financial records of trusts; perform trust accounting; audit accounts.
• Maintain G/L accounts, reconcile broker statements, prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Irrevocable trust funding and administration (post death).
• Probate administration, including drafting probate pleadings.
• Maintain close personal contact with clients and financial advisors.
• Meet annual billable hour requirement of 1600 hours.
• Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.
• Independently organize and manage files or delegate similar tasks to appropriate business professional and supervise same.
• Familiarity and experience with adopting legal AI and ability to learn and implement new AI preferred.
• Sustain attention to detail and quality of work.
• Other duties as assigned.

Skills

Communication

Analytical thinking

Organizational skills

Client management

Team collaboration

Education

Two-year degree

Bachelor's degree or Paralegal Certificate (ABA approved)

Tools

Microsoft Office

Tax software

Trust accounting software

Document databases

Job description

Husch Blackwell LLP seeks a Senior Trusts & Estates Tax Professional to support estate administration, fund irrevocable trusts, and prepare estate-related tax returns across our nationwide offices.

The role requires 8+ years in trusts and estates, a two-year degree (Bachelor's or Paralegal preferred), and strong communication and organizational skills. Collaboration across offices is common, with preference for St. Louis or Phoenix locations.