8+ years of experience in Trusts & Estates, focusing on complex estate and trust administration.
Two-year degree required; Bachelor's or Paralegal Certificate preferred.
Proficiency in Microsoft Office and tax/trust accounting software.
Significant client case management experience.
Exceptional attention to detail and organizational skills.
Responsibilities
Prepare Estate Tax Returns and Fiduciary Income Tax Returns.
Maintain financial records and perform trust accounting.
Reconcile broker statements and prepare bank deposits.
Manage probate administration and draft probate pleadings.
Maintain close contact with clients and financial advisors.
Organize and manage files independently or delegate tasks.
Learn and implement legal AI tools as needed.
Benefits
Flexible work environment with remote options.
Professional development opportunities.
Supportive team culture focused on collaboration.
Access to advanced technology and resources.
Commitment to diversity and inclusion in the workplace.
Full Job Description
Senior Trusts & Estates Tax Paralegal
SCOPE OF RESPONSIBILITIES:
Responsible for a full range of estate administration matters by providing assistance to the Firm's attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, preparing probate and filing estate-related tax returns, and client case management.
ESSENTIAL JOB FUNCTIONS:
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-1statements.
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.
Meet billable hour requirement of 1600 hours per year.
Other duties as assigned.
CORE REQUIREMENTS:
Ability to deliver superior service to all internal and external customers and to communicate effectively.
Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.
Ability to successfully perform position requirements with excellent organizational, time-management and prioritization skills required.
Ability to work collaboratively within a team; ability and willingness to adapt to changing business demands.
Ability to produce acceptable amount of work efficiently and accurately; ability to produce quality final work product.
POSITION-SPECIFIC REQUIREMENTS:
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. Bachelor's degree or Paralegal Certificate from ABA approved program preferred; significant, 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.
Ability to prioritize; excellent time management.
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 effectively and professionally and provide exceptional service, internally and externally, at all times.
Highly organized, able to prioritize workflow and manage projects.
Ability to perform effectively with little or no supervision and within established time limits and on-going deadlines.
COMPENSATION AND BENEFITS:
Employees are entitled to compensation commensurate with skill and experience. The exact compensation will vary based on skills, experience, location, and other factors permitted by law. The expected compensation ranges for this position in various states and jurisdictions are as follows:
State of California: $86,000 - $139,000
State of Colorado: $75,000 - $119,000
State of Connecticut: $70,000- $178,000
State of Illinois: $64,000 - $125,000
State of Maine: $60,000- $139,000
State of Maryland: $73,000 - $107,000
State Massachusetts: $85,000 - $130,000
State of Minnesota: $75,000 - $111,000
Jersey City, NJ: $78,000 - $114,000
State of New York: $66,000 - $125,000
State of Virginia: $57,000- $168,000
State of Vermont: $87,000- $168,000
State of Washington: $88,000 - $134,000
Washington, DC: $94,000 - $138,000
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. The Firm will provide reasonable accommodations as necessary to allow an individual with a disability to apply for and/or perform the essential functions of a position. Please reach out to our HR team to request an accommodation.
Please include a cover letter and resume when applying.
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About Husch Blackwell
Husch Blackwell is a full-service litigation and business law firm with attorneys across the United States. The firm represents national and global leaders in major industries that include agribusiness, food and beverage, energy, financial services, healthcare, pharmaceuticals, real estate, and technology. Husch Blackwell has a strong reputation for providing exceptional client service and has been recognized for its commitment to diversity and inclusion. The firm has also been recognized for its pro bono work and community involvement.
