Husch Blackwell
Join to apply for the
Senior Trusts & Estates Tax Paralegal
role at
Husch Blackwell
Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations.
At Husch Blackwell we believe that diverse, equitable and inclusive teams lead to better outcomes. Husch Blackwell is committed to retaining, recruiting, developing, and promoting talented lawyers and business professionals with diverse backgrounds and experiences. We foster an engaged, diverse, and inclusive team culture of accountability and purpose that makes our Firm and our communities better.
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-1 statements.
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.
Comply with firm policies.
Sustain attention to detail and quality of work.
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
10 or more years of Trusts & Estates experience preferred.
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
State of California: $86,000 - $139,000
State of Colorado: $75,000 - $119,000
State of Illinois: $64,000 - $125,000
State of Maryland: $73,000 - $107,000
State Massachusetts: $85,000 - $130,000
Sate of Minnesota: $75,000 - $111,000
Jersey City, NJ: $78,000 - $114,000
State of New York: $66,000 - $125,000
State of Washington: $88,000 - $134,000
Washington, DC: $94,000 - $138,000
Full-time employees receive benefits including medical and dental coverage; life insurance; short-term and long-term disability insurance; pre-tax flexible spending account for certain medical and dependent care expenses; an employee assistance program; Paid Time Off; paid holidays; participation in a retirement plan program after meeting eligibility requirements; and more.
EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.
#J-18808-Ljbffr
Senior Trusts & Estates Tax Paralegal
role at
Husch Blackwell
Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations.
At Husch Blackwell we believe that diverse, equitable and inclusive teams lead to better outcomes. Husch Blackwell is committed to retaining, recruiting, developing, and promoting talented lawyers and business professionals with diverse backgrounds and experiences. We foster an engaged, diverse, and inclusive team culture of accountability and purpose that makes our Firm and our communities better.
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-1 statements.
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.
Comply with firm policies.
Sustain attention to detail and quality of work.
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
10 or more years of Trusts & Estates experience preferred.
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
State of California: $86,000 - $139,000
State of Colorado: $75,000 - $119,000
State of Illinois: $64,000 - $125,000
State of Maryland: $73,000 - $107,000
State Massachusetts: $85,000 - $130,000
Sate of Minnesota: $75,000 - $111,000
Jersey City, NJ: $78,000 - $114,000
State of New York: $66,000 - $125,000
State of Washington: $88,000 - $134,000
Washington, DC: $94,000 - $138,000
Full-time employees receive benefits including medical and dental coverage; life insurance; short-term and long-term disability insurance; pre-tax flexible spending account for certain medical and dependent care expenses; an employee assistance program; Paid Time Off; paid holidays; participation in a retirement plan program after meeting eligibility requirements; and more.
EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.
#J-18808-Ljbffr