Senior Trusts & Estates Tax Specialist

Husch Blackwell; Madison (WI); On-site; Confidential; Full time

Job summary

Husch Blackwell LLP seeks a Senior Trusts & Estates Tax Professional to support attorneys in administering estates, funding trusts, and filing estate-related tax returns, with client case management.

Ideal candidates have 8+ years of Trusts & Estates experience, a two-year degree, and strong communication and organizational skills. Proficiency with Microsoft Office and tax/trust accounting software is expected.

Qualifications

• 8+ years of progressively responsible experience in Trusts & Estates.
• Experience with complex estate and fiduciary tax matters.
• Excellent communication, analytical, and organizational skills.
• Ability to manage client case work and coordinate with attorneys.

Responsibilities

• Provide assistance to attorneys in administering estates and funding post-death irrevocable trusts.
• Prepare estate tax returns and fiduciary income tax returns; manage probate filings.
• Maintain trust accounting records, reconcile accounts, and manage client communications.
• Demonstrate familiarity with adopting legal AI and implement new AI tools when appropriate.
• Meet project deadlines and handle multiple files with attention to detail.

Skills

Communication skills

Analytical thinking

Organizational skills

Team collaboration

Education

Two-year degree required

Bachelor’s degree or Paralegal Certificate preferred

Tools

Microsoft Office

Tax software

Trust accounting software

Document database programs

Job description

Husch Blackwell LLP seeks a Senior Trusts & Estates Tax Professional to support attorneys in administering estates, funding trusts, and filing estate-related tax returns, with client case management.

Ideal candidates have 8+ years of Trusts & Estates experience, a two-year degree, and strong communication and organizational skills. Proficiency with Microsoft Office and tax/trust accounting software is expected.