Senior Trusts & Estates Tax Specialist

Husch Blackwell; Springfield (MO); On-site; Confidential; Full time

Job summary

Husch Blackwell LLP seeks a Senior Trusts & Estates Tax Professional to support estate administration, funding irrevocable trusts, and fiduciary tax matters. The role requires 8+ years of experience in Trusts & Estates and strong communication and organizational skills.

The candidate will assist attorneys, prepare various tax returns, maintain trust accounts, and manage probate-related filings, while delivering superior client service.

Qualifications

• 8+ years of progressively responsible experience in Trusts & Estates, including complex estate and trust administration and fiduciary tax matters.
• Bachelor’s degree or Paralegal Certificate from ABA approved program; significant related experience may substitute for education.
• Excellent communication, analytical, and organizational skills.
• Proven ability to work in fast-paced, changing environments.
• Strong prioritization and time-management abilities.
• 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 professionally and provide exemplary service externally and internally.
• Highly organized; able to prioritize workflow and manage projects.
• Ability to work with minimal supervision within deadlines.

Responsibilities

• Assist attorneys in administering estates and trusts, including funding post-death irrevocable trusts and probate matters.
• Prepare estate tax returns and fiduciary income tax returns; maintain trust accounting records.
• Draft probate pleadings and maintain client communication and case management.
• Manage filings, calendars, and deadlines; ensure accuracy of financial records and statements.
• Learn/adapt to AI tools and new technologies used in the practice.

Skills

Trusts & Estates

Tax matters

Client management

Communication

Time management

Organizational skills

Microsoft Office

Research & analysis

Education

Bachelor's degree

Paralegal Certificate (ABA)

Tools

Document database programs

Tax accounting software

Job description

Husch Blackwell LLP seeks a Senior Trusts & Estates Tax Professional to support estate administration, funding irrevocable trusts, and fiduciary tax matters. The role requires 8+ years of experience in Trusts & Estates and strong communication and organizational skills.

The candidate will assist attorneys, prepare various tax returns, maintain trust accounts, and manage probate-related filings, while delivering superior client service.