Senior Trusts & Estates Tax Specialist

Husch Blackwell LLP; Providence (RI); On-site; USD 70,000 - 150,000; Full time

Job summary

Husch Blackwell LLP in the United States is seeking a Senior Trusts & Estates Tax Professional to oversee estate administration, fund post-death irrevocable trusts, and manage related tax filings for clients.

Ideal candidates have 8+ years in Trusts & Estates, a two-year degree (BA or Paralegal ABA approved preferred), superb communication and organization, and proven client case management. The firm offers a collaborative, inclusive culture and multiple office locations.

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. BA 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 working in a fast-paced, continually changing environment.
• Ability to prioritize; strong time management skills.

Responsibilities

• Prepare and file Estate Tax Returns and Fiduciary Income Tax Returns.
• Maintain trust accounting records; perform trust accounting and audits.
• Maintain G/L accounts, reconcile broker statements, and process payables/bank deposits.
• Manage 1099 and K-1 statements; oversee irrevocable trust funding and administration.
• Probate administration including drafting probate pleadings; maintain client contact.

Skills

Estate administration

Fiduciary tax matters

Client management

Attention to detail

MS Office

Education

Two-year degree

BA or Paralegal Certificate (ABA approved)

Tools

Tax accounting software

Document management software

Microsoft Office

Job description

Husch Blackwell LLP in the United States is seeking a Senior Trusts & Estates Tax Professional to oversee estate administration, fund post-death irrevocable trusts, and manage related tax filings for clients.

Ideal candidates have 8+ years in Trusts & Estates, a two-year degree (BA or Paralegal ABA approved preferred), superb communication and organization, and proven client case management. The firm offers a collaborative, inclusive culture and multiple office locations.