Talent.com
Senior Trusts & Estates Tax Paralegal
Senior Trusts & Estates Tax ParalegalHusch Blackwell • Dallas, TX, US
Senior Trusts & Estates Tax Paralegal

Senior Trusts & Estates Tax Paralegal

Husch Blackwell • Dallas, TX, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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.

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. If you are a motivated professional looking for a long-term fit where you can grow in a role, and will be valued and empowered, then we invite you to apply to our Senior Trusts & Estates Tax Professional position in either our St. Louis, Missouri; Phoenix, Arizona; Dallas, Texas; Kansas City, Missouri; or Milwaukee, Wisconsin office.

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.

    • 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.

    EOE / Minority / Female / Disabled / Vet. Principal Applicants Only.

    Additional details

  • Seniority level : Mid-Senior level
  • Employment type : Full-time
  • Job function : Legal
  • Industries : Law Practice

    • Referrals increase your chances of interviewing at Husch Blackwell by 2x

    Get notified about new Paralegal jobs in Dallas, TX

    J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Paralegal • Dallas, TX, US

    Job_description.internal_linking.related_jobs
    Trusts & Estates Paralegal

    Trusts & Estates Paralegal

    Jobot • Dallas, TX, US
    serp_jobs.job_card.full_time
    Trust and Estate Planning | Estate Administration | Flexible work environment | 5+ years.This Jobot Job is hosted by : Natasha van der Griendt. Are you a fit? Easy Apply now by clicking the "Apply No...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Paralegal - Trusts & Estates

    Paralegal - Trusts & Estates

    Husch Blackwell • Dallas, TX, US
    serp_jobs.job_card.full_time
    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 commit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Trust & Estates Paralegal

    Senior Trust & Estates Paralegal

    LHH • Dallas, TX, US
    serp_jobs.job_card.full_time
    You'll be working in a client-facing role alongside an exceptional group of attorneys in a team-oriented, high-performance environment. Collaborate directly with attorneys and clients on trust admin...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Estate Planning Attorney

    Estate Planning Attorney

    Jobot • Irving, TX, US
    serp_jobs.job_card.full_time
    Dallas-based boutique tax and estate planning law firm seeks an Estate Planning Attorney.Salary range $90,000 - $140,000 per year. This role is hosted by Jobot and may involve Easy Apply via the Job...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Real Estate Paralegal (Hybrid)

    Real Estate Paralegal (Hybrid)

    CornerStone Staffing • Frisco, TX, US
    serp_jobs.job_card.full_time +1
    Hybrid Remote – Frisco, TX 75034 (WFH : T / TH).Full-Time! Be a permanent employee from day one.Monday–Thursday, 9 : 00 AM – 5 : 30 PM. Friday, 9 : 00 AM – 3 : 00 PM.CornerStone Profes...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Real Estate Paralegal

    Real Estate Paralegal

    Addison Group • Dallas, TX, US
    serp_jobs.job_card.full_time
    Dallas area to join their team on a remote basis.The Paralegal will support attorneys in all aspects of commercial real estate transactions, with a focus on commercial closings, from contract to po...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Estate Planning Paralegal

    Estate Planning Paralegal

    Sharpe Law Group • Dallas, TX, US
    serp_jobs.job_card.full_time
    Sharpe Law Group, PLLC is seeking a detail-oriented and highly professional full-time Estate Planning Paralegal to join our team. This individual will provide critical support to our estate planning...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Real Estate Attorney

    Real Estate Attorney

    Jobot • Dallas, TX, US
    serp_jobs.job_card.full_time
    Real Estate Attorney opening - In Office - Full Service firm.This Jobot Job is hosted by : Kris Leishman.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    Daniels & Erickson • Hebron, TX, US
    serp_jobs.job_card.full_time
    Subsidized medical insurance (minimum 30 hours / week schedule).Reimbursement for licensing and professional development. Short- and long-term disability coverage (minimum 20 hours / week schedule).At D...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Corporate Paralegal - Real Estate

    Corporate Paralegal - Real Estate

    Evergreen Residential • Dallas, TX, US
    serp_jobs.job_card.full_time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Evergreen Residential is a high growth Real Estate Company and institutional investment platform in th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Retirement Paralegal (ERISA) Associate

    Retirement Paralegal (ERISA) Associate

    Willis Towers Watson • Dallas, TX, US
    serp_jobs.job_card.full_time
    Our Retirement team combines expertise in retirement, actuarial, compliance and administration consulting to support global organizations worldwide in designing, managing, administering, and commun...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Attorney, Trust Estates

    Attorney, Trust Estates

    MBC Talent Connections • Dallas, TX, US
    serp_jobs.job_card.full_time
    Cole Schotz is a well-established law firm with a strong reputation in private client services, estate planning, and tax law. Our clients include high-net-worth individuals, family offices, closely ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Senior Corporate Paralegal

    Senior Corporate Paralegal

    Vela Wood • Dallas, TX, US
    serp_jobs.job_card.full_time
    We are seeking a highly talented and experienced Senior Corporate Paralegal to join our team in either our Dallas or Austin offices. As a key member of our firm, you will play a crucial role in prov...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sales Account Executive - Remote

    Sales Account Executive - Remote

    Riverside Payments • Terrell, Texas, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Job Summary Riverside Payments is one of the largest and fastest growing merchant services companies in the nation.We give businesses the ability to accept debit and credit cards as a form of payme...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Trust & Estates Paralegal

    Trust & Estates Paralegal

    LHH • Dallas, TX, US
    serp_jobs.job_card.full_time
    Work directly with attorneys in a high-volume estate planning and probate practice.Handle estate planning documents, probate pleadings, trust administration, fiduciary disputes.Draft, file, and tra...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Commercial Real Estate Paralegal

    Commercial Real Estate Paralegal

    Lee Hecht Harrison Nederland B.V. • Dallas, TX, US
    serp_jobs.job_card.full_time
    Support attorneys in a collaborative Real Estate practice with emphasis on title and survey matters—due diligence, closing checklists, document preparation, and lease management.Support all phases ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Senior, Private Equity

    Tax Senior, Private Equity

    Deloitte • Dallas, TX, US
    serp_jobs.job_card.full_time
    Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, and advising on important tax and business issues? If yo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Estate and Probate Paralegal

    Estate and Probate Paralegal

    Jobot • Duncanville, TX, US
    serp_jobs.job_card.full_time
    This Jobot Job is hosted by : Ethan Goldman.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary : $60,000 - $90,000 per year.Our client is a boutique el...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted