Senior Trusts & Estates Tax Pro

Husch Blackwell; Oakland (CA); On-site; Confidential; Full time

Job summary

Husch Blackwell LLP in Oakland, CA seeks a Senior Trusts & Estates Tax Professional to handle a full range of estate administration matters, assist attorneys, and manage client case files across multiple states.

The role requires 8+ years in trusts and estates, a two-year degree (bachelor's or paralegal preferred), strong communication and organizational skills, and proficiency with Microsoft Office and tax/trust software. Excellent service and attention to detail are essential.

Qualifications

• 8+ years of progressively responsible experience in Trusts & Estates.
• Two-year degree required; bachelor's degree or paralegal certificate preferred.
• Excellent communication, analytical, and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and tax/trust accounting software.

Responsibilities

• Prepare Estate Tax Returns and Fiduciary Income Tax Returns.
• Maintain trust accounts and perform trust accounting.
• Prepare and reconcile 1099 and K-1 statements.
• Irrevocable trust funding and administration (post death).
• Probate administration and drafting of probate pleadings.

Skills

Communication

Analytical thinking

Organizational skills

Time management

Teamwork

Education

Two-year degree

Bachelor’s degree or Paralegal Certificate preferred

Tools

Microsoft Office

Tax/trust accounting software

Document database programs

Job description

Husch Blackwell LLP in Oakland, CA seeks a Senior Trusts & Estates Tax Professional to handle a full range of estate administration matters, assist attorneys, and manage client case files across multiple states.

The role requires 8+ years in trusts and estates, a two-year degree (bachelor's or paralegal preferred), strong communication and organizational skills, and proficiency with Microsoft Office and tax/trust software. Excellent service and attention to detail are essential.