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About the Role

This position is 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.

Responsibilities

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.
Perform irrevocable trust funding and administration (post death).
Handle probate administration, including drafting of probate pleadings.
Maintain close personal contact with clients and financial advisors.
Meet annual billable hour requirement of 1600 hours.
Develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance.
Independently organize and manage files or delegate and supervise these tasks.
Learn and implement new AI tools.
Sustain attention to detail and quality of work.
Other duties as assigned.

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.
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.
8+ years of progressively responsible experience in Trusts & Estates, including complex estate and trust administration, as well as estate and fiduciary tax matters.
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.
Include a cover letter and resume when applying.

Skills

Estate administration
Trust administration
Tax return preparation
Probate
Client case management
Database management
Electronic research
File maintenance
Legal AI
Microsoft Office
Tax software
Trust accounting software
Document database programs

Location

St. Louis, Missouri
Phoenix, Arizona
California
Colorado
Connecticut
Illinois
Maine
Maryland
Massachusetts
Minnesota
Jersey City, NJ
New York
Virginia
Vermont
Washington
Washington, DC

Work Type

Full-service
Remote

Experience Level

Senior

Education Level

Two-year degree required
Bachelor’s degree or Paralegal Certificate from ABA approved program preferred

Salary/Compensations

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

Benefits

Reasonable accommodations for individuals with disabilities

About the Company

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.
Our firm is committed to attracting and retaining professionals who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation.

Equal Opportunity

EOE/Minority/Female/Disabled/Vet.