Senior Trusts & Estates Tax Specialist

Husch Blackwell; Houston (TX); On-site; Confidential; Full time

Job summary

Husch Blackwell LLP is seeking a Senior Trusts & Estates Tax Professional to join our national firm. The role supports estate administration, trust funding, probate matters, and client-case management while integrating AI tools to enhance efficiency.

We expect 8+ years of relevant experience, strong communication and organizational skills, and proficiency with tax/trust software and MS Office. Open to offices nationwide; priority for St. Louis or Phoenix preferred.

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; substantial, 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.
• 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.
• Ability to interact effectively and professionally and provide exceptional service, internally and externally, at all times.

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.
• Other duties as assigned.

Skills

Communication

Analytical

Organizational skills

Education

Two-year degree

Tools

Microsoft Office

Tax/trust accounting software

Document databases

Job description

Husch Blackwell LLP is seeking a Senior Trusts & Estates Tax Professional to join our national firm. The role supports estate administration, trust funding, probate matters, and client-case management while integrating AI tools to enhance efficiency.

We expect 8+ years of relevant experience, strong communication and organizational skills, and proficiency with tax/trust software and MS Office. Open to offices nationwide; priority for St. Louis or Phoenix preferred.