Senior Trusts & Estates Tax Paralegal
$86k - $139kHusch Blackwell LLP
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. This position is open in any of our offices, but location in either St. Louis, Missouri or Phoenix, Arizona is preferred. 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. 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 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 State 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 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. EOE/Minority/Female/Disabled/Vet. Principal Applicants Only. #J-18808-Ljbffr
- ...Chicago. The role targets an experienced Associate with 4–6 years of transactional experience in trusts, private client services and estate planning. You will handle estate and tax planning for individuals, administer family offices, and manage complex estates in a...SeniorTax
$85k - $90k
...with an established law firm that is seeking an experienced Trusts and Estates Paralegal. This is an excellent opportunity for a detail oriented... ...collection valuation and distribution - Prepare estate tax returns and related financial statements - Track deadlines...TaxTemporary workLocal areaShift work$50k - $100k
...Business & Corporate Law, Private Client Trusts & Estates and Taxation serving primarily affluent... ...meticulous Estate Planning and Probate Paralegal to join our team. The successful... ...social events (Holiday Season Dinner, Tax Party and Periodic conferences & Client...TaxFull timeWork experience placementWork at office$90k - $120k
...Job Description Job Description Job Title: Trusts & Estates Paralegal Industry: Law Firm Location: Chicago, IL Assignment Type:... ...distributions. ~ Experience with fiduciary accountings and estate tax-related matters. ~ Understanding of corporate and real...TaxWork at officeLocal areaMonday to FridayFlexible hours$160k - $230k
...generated inline style */ FunctionNational Tax/*generated inline style */ Job... ...career opportunity for a Tax Senior Manager to join ourTrust & Estate Taxteam within ourNational Taxpractice... ...National Tax Team and will focus on Trust & Estate work, along with the potential...SeniorTaxWork at officeLocal areaRemote workFlexible hours$100k - $125k
...Job Description Estate Planning Paralegal - Mid-size Law Firm - Chicago, IL - Hybrid \n \n Join a reputable mid-size Chicago firm who values... ...end-to-end estate planning \n ~ Experience drafting and filing 990s, gift tax returns, and other tax documents \n...Tax$80k - $120k
...Opportunity for a Paralegal to join the Trusts & Estates Group of a Am Law 200 Firm in Chicago. The Firm Our client is a prestigious Am Law 200... ...trust administration, fiduciary litigation, and income tax planning and compliance. It also acts as trust counsel to...TaxWork at officeRemote work- ...We are seeking a detail-oriented, and experienced Estate Administration Paralegal to support our estate and trust administration practice. You will work closely with... ...sophisticated counsel in estate, gift, and income tax planning and estate and trust litigation, with...TaxWork at office
- ...Devon Bank in Chicago seeks a Manager of Trust Operations to oversee daily operations of the Trust and Wealth Management Department, including recordkeeping, tax forms, and compliance. You will supervise staff, ensure accurate processing, and coordinate audits and reporting...SeniorTax
- ...Aligned Talent Acquisition is seeking a Senior Private Client Associate Attorney in Chicago for a hybrid role. The... ..., families, and family offices on sophisticated estate planning, wealth transfer, tax, and trust administration matters. Ideal candidates will have...SeniorTax
- ...Prosperity Partners in Chicago seeks a Senior Tax Manager to oversee complex tax compliance and planning engagements while leading... ...development. You will work directly with business owners, executives, trusts, estates, and family offices, shaping the growth of a rapidly...SeniorTax
$150k
...Hire Counsel in Burr Ridge, IL seeks an experienced Estate Planning Attorney (5–10 yrs) for its Estate Planning, Tax, and Probate Practice Group. The role involves drafting wills and trusts, advising on tax strategies, and leading client relationships. Flexibility for...SeniorTaxWork at office2 days per week3 days per week$250k - $400k
...Chicago | Hybrid Senior Private Client Associate Attorney AmLaw 200 Opportunity Compensation $250,000... ...owners, fiduciaries, and family offices on sophisticated estate planning, wealth transfer, tax, and trust administration matters. Ideal Background ~6+...SeniorTaxWork at office- ...Senior Tax ParalegalWe are seeking a Senior Tax Paralegal who will support multiple partners and the overall practice on a variety of matters.What You'll Be Doing:Handles and files Section 83(b) election filings with the IRSPrepares and files Form 8832 with the IRSPrepares...SeniorTax
- SNFout is seeking a partner-level Estate Planning Attorney in Chicago to lead conversations... ...a week in office, advising on complex tax and trust structures and helping close new... ...concepts clearly while partnering with senior advisors for equity opportunities. #J-1...SeniorTaxWork at office
$93.6k - $176.8k
...Boston, MA or Chicago, IL Summary Fund Formation paralegals provide paralegal support to firm attorneys and senior paralegals and perform administrative duties as... ...or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term...SeniorTaxTemporary workWork at officeFlexible hours$100k - $125k
Job Description Estate Planning Paralegal - Mid-size Law Firm - Chicago, IL - Hybrid Details: Location : The Loop, Chicago, IL Area of... ...with end-to-end estate planning ~ Experience drafting and filing 990s, gift tax returns, and other tax documents...Tax$124.7k - $288.5k
...Tilly is a leading advisory, tax and assurance firm, providing... ...Role & Responsibilities The Senior Manager will be responsible for... ...professional development. The Real Estate Advisory team at Baker Tilly (... ...level of responsibilities as trusted advisors to our clients....SeniorTaxLocal areaWorldwide$200k
...focuses on Business & Corporate Law; Private Client Trusts & Estates and Taxation; Philanthropy Law and Tax-Exempt Organizations; serving primarily affluent... ...We are seeking a highly motivated Partner or Senior Level Attorney with 10+ years of experience in business...SeniorTaxFull timeWork at office$31 - $38 per hour
...Wealth Management And Trust Assistant AdministratorDevon Bank is a mission-driven community bank with over 80 years of service to the Chicago... ....Communicate with clients, Wealth Advisors, auditors, and tax preparers as needed.Assist Administrators with client meetings, including...SeniorTaxHourly payTemporary workWork at office$150k
...Overview Dynamic, fast-growing 14B+ Independent RIA is seekinga Senior Wealth Manager in Sarasota to advise clients with regards to comprehensive wealth management, including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement...SeniorTaxFull time$365k - $420k
...national Private Client Services Group in Chicago. The ideal candidate will have at least five years of transactional experience in trust and estate planning and administration. Strong academic credentials and excellent communication skills are essential. The position offers...Tax- ...RSM US LLP is seeking a Supervising Real Estate Valuation professional to join our Real Estate Valuation Consulting Team in Chicago. You... ..., combine technical real estate knowledge with accounting and tax insights, and contribute to a growing practice. The role requires...SeniorTax
$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer-Paid Benefits Are you a seasoned tax professional with a focus in the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant...TaxImmediate startRemote workRelocation$164.6k - $288k
**SENIOR TRUST/FIDUCIARY ADVISOR, WEALTH MANAGEMENT** OH: R157020The Senior Relationship Advisor role manages complex wealth management... ...fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and...SeniorTaxWork experience placementH1b- ...StatesSenior Audit Manager Denver, Colorado, United StatesSenior Tax Associate Chicago, Illinois, United StatesSenior Tax... ...Manager Denver, Colorado, United StatesTax Manager – Gifts, Estates, and Trusts Chicago, Illinois, United StatesTax Manager – Gifts, Estates,...TaxInternshipLocal areaRemote work
$164.6k - $288k
...Senior Relationship/Trust Advisor, WM page is loaded## Senior Relationship/Trust Advisor, WMlocations: Chicago, ILtime type: Full timeposted... ...fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management...SeniorTaxWork experience placementFlexible hours$160k - $300k
...Job Description Position: Trust & Estates Attorney \n Location: Chicago, Illinois (Hybrid/ Fully Remote) \n \n A well-established... ...and trust administration \n ~ Knowledge of estate and gift tax planning is a plus \n ~ Strong legal research, drafting, communication...TaxRemote work$235k - $300k
...worth individuals, families, and business owners on sophisticated estate planning, wealth preservation, and succession planning matters.... ..., families, and business owners on comprehensive estate, trust, tax, and succession planning strategies. Draft and review sophisticated...TaxPrivate practice$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes... ...current market trends to maintain credibility as a trusted advisor. Building client relationships and demonstrating deep...SeniorTaxSeasonal workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trusts & Estates Tax Paralegal. Be the first to apply!
- trusts and estates paralegal Chicago, IL
- executive legal assistant Chicago, IL
- estate paralegal Chicago, IL
- bilingual legal assistant Chicago, IL
- employment law paralegal Chicago, IL
- in house paralegal Chicago, IL
- legal paralegal Chicago, IL
- paralegal Chicago, IL
- legal assistant Chicago, IL
- employment paralegal Chicago, IL





