Senior Trusts & Estates Tax Specialist Paralegal

Husch Blackwell LLP; Phoenix (AZ); On-site; USD 110,000 - 170,000; Full time

Job summary

Husch Blackwell LLP is seeking a Senior Trusts & Estates Tax Professional in Phoenix (or St. Louis) to support estate administration and tax compliance. The role emphasizes client service, accurate trust accounting, and efficient file management.

The candidate should have 8+ years of relevant experience, strong communication and organizational skills, and proficiency with tax software. The firm offers a collaborative, inclusive environment and a diverse client base.

Qualifications

• 8+ years of Trusts & Estates experience, including complex administration and fiduciary tax matters.
• Two-year degree required; BA or paralegal preferred; related experience may substitute.
• Excellent communication, analytical and organizational skills.
• Proven success in a fast-paced, changing environment.
• Prioritization and time-management abilities.
• Proficiency with Microsoft Office applications.

Responsibilities

• Prepare estate and fiduciary tax returns (estate tax, fiduciary income).
• Maintain and audit trust financial records; reconcile accounts.
• Maintain G/L accounts; reconcile broker statements; process payables and deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Fund irrevocable trusts and administer post-death matters.
• Draft probate pleadings and assist in probate administration.
• Maintain close contact with clients and financial advisors.
• Meet annual billable hours target (1600 hours).
• Learn and apply AI tools; manage files and supervise related staff.
• Collaborate with attorneys and staff; work with minimal supervision.

Skills

Communication

Analytical skills

Organizational skills

Client service

Teamwork

Time management

Education

Two-year degree

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Document databases

Tax/trust accounting software

Job description

Husch Blackwell LLP is seeking a Senior Trusts & Estates Tax Professional in Phoenix (or St. Louis) to support estate administration and tax compliance. The role emphasizes client service, accurate trust accounting, and efficient file management.

The candidate should have 8+ years of relevant experience, strong communication and organizational skills, and proficiency with tax software. The firm offers a collaborative, inclusive environment and a diverse client base.