Senior Trusts & Estates Tax Pro - Remote

Husch Blackwell LLP; Arizona; On-site; USD 120,000 - 180,000; Full time

Job summary

Husch Blackwell LLP in Phoenix, AZ seeks a Senior Trusts & Estates Tax Professional to manage a full estate administration practice and support attorneys with post-death trust funding, tax filings, and client case management.

The role requires 8+ years in Trusts & Estates, strong communication, and meticulous detail. Our team values collaboration, innovation, and delivering outstanding service across a national footprint.

Qualifications

• 8+ years of progressively responsible experience in Trusts & Estates, including complex estate and trust administration, as well as estate and fiduciary tax matters.
• Two-year degree required. Bachelor’s degree or Paralegal Certificate from ABA approved program preferred; significant related experience may be considered in lieu of formal education.
• Excellent communication, analytical, and organizational skills.
• Proven success in a fast-paced, continually changing environment.
• Proficiency with Microsoft Office applications; familiarity with tax and trust accounting software.
• Experience with document database programs and/or software.
• Significant client case management experience.
• Exceptional attention to detail; ability to work with little supervision.

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 of probate pleadings.
• Maintain close personal contact with clients and financial advisors.
• Meet annual billable hour requirement of 1600 hours.
• Learn/develop proficiency in database use, internet research, and file maintenance.
• Independently organize and manage files or delegate tasks to others.
• Familiarity with adopting legal AI and ability to learn and implement new AI preferred.
• Sustain attention to detail and quality of work.
• Meet billable hour requirement of 1600 hours per year.
• Other duties as assigned.

Skills

Trusts & Estates

Client service

Time management

Organizational skills

Team collaboration

Attention to detail

Education

Two-year degree

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Tax/Trust accounting software

Document database software

Job description

Husch Blackwell LLP in Phoenix, AZ seeks a Senior Trusts & Estates Tax Professional to manage a full estate administration practice and support attorneys with post-death trust funding, tax filings, and client case management.

The role requires 8+ years in Trusts & Estates, strong communication, and meticulous detail. Our team values collaboration, innovation, and delivering outstanding service across a national footprint.