Senior Trusts & Estates Tax Pro (Remote)

Husch Blackwell LLP; Clifton (TX); Presencial; USD 82.000 - 180.000; Jornada completa

Descripción de la vacante

Husch Blackwell LLP is seeking a Senior Trusts & Estates Tax Professional to support estate administration, trust funding, probate work, and fiduciary tax matters across multiple offices. You will assist attorneys, manage client relationships, and help meet annual billable hour targets (1600 hours) while developing proficiency with legal AI and advanced accounting tasks.

The role requires 8+ years in Trusts & Estates, a two-year degree (BA or Paralegal preferred), and strong communication,

Formación

• 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, substantive related experience may be considered in lieu of formal education.
• Excellent communication, analytical, and organizational skills.
• Proven success working in a fast-paced, continually changing environment.
• Ability to prioritize; excellent time management.
• 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 interact effectively and professionally and provide exceptional service, internally and externally, at all times.
• Highly organized, able to prioritize workflow and manage projects.
• Ability to perform effectively with little or no supervision and within established time limits and on-going deadlines.

Responsabilidades

• Prepare various 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 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.
• Meet billable hour requirement of 1600 hours per year.
• Other duties as assigned.

Conocimientos

Communication skills

Organizational skills

Time management

Team collaboration

Attention to detail

Educación

Two-year degree

Bachelor’s degree or Paralegal Certificate (ABA preferred)

Herramientas

Microsoft Office

Tax software

Trust accounting software

Document databases

Descripción del empleo

Husch Blackwell LLP is seeking a Senior Trusts & Estates Tax Professional to support estate administration, trust funding, probate work, and fiduciary tax matters across multiple offices. You will assist attorneys, manage client relationships, and help meet annual billable hour targets (1600 hours) while developing proficiency with legal AI and advanced accounting tasks.

The role requires 8+ years in Trusts & Estates, a two-year degree (BA or Paralegal preferred), and strong communication,