Senior Trusts & Estates Tax Specialist

Husch Blackwell LLP; Clayton (MO); On-site; USD 100,000 - 180,000; Full time

Job summary

Husch Blackwell LLP in St. Louis, MO or Phoenix, AZ is seeking a Senior Trusts & Estates Tax Professional to support attorneys in administering estates, funding post-death irrevocable trusts, and handling probate and fiduciary tax matters. Location can be in St. Louis or Phoenix offices.

The role requires 8+ years of experience in Trusts & Estates, strong client service skills, and proficiency with tax software and MS Office. A fast-paced environment and 1600 annual billable hours are expected.

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, 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.

Responsibilities

• 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.

Skills

Trusts & Estates

Client case management

Communication

Analytical skills

Time management

Education

Two-year degree

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Tax accounting software

Document databases

Job description

Husch Blackwell LLP in St. Louis, MO or Phoenix, AZ is seeking a Senior Trusts & Estates Tax Professional to support attorneys in administering estates, funding post-death irrevocable trusts, and handling probate and fiduciary tax matters. Location can be in St. Louis or Phoenix offices.

The role requires 8+ years of experience in Trusts & Estates, strong client service skills, and proficiency with tax software and MS Office. A fast-paced environment and 1600 annual billable hours are expected.