Senior Trusts & Estates Tax Paralegal
Husch 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 in either our St. Louis, Missouri or Phoenix, Arizona 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-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. 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. #LI-CP1 #J-18808-Ljbffr Husch Blackwell LLP
- ...UB Greensfelder has an opening for an experienced Paralegal to work on estate planning, tax and probate matters in our St. Louis office. This role is eligible... ...tax returns (1041, 1065 and 706). Assisting with trust process, including funding, administration, and notices...TaxTemporary workCasual workWork at office
- Armstrong Teasdale is seeking a Trusts and Estates Paralegal to support attorneys across all phases of estate administration, including funding revocable... ..., and regulatory research, requiring experience with tax returns and fiduciary income taxes. #J-18808-Ljbffr Siana...Tax
- Armstrong Teasdale is seeking a Trusts and Estates Paralegal to support attorneys across legal processes in the Corporate Services Group. The role... ...trusts/estates, strong MS Office skills, and experience with tax and trust accounting software. #J-18808-Ljbffr McPhail...Tax
- Armstrong Teasdale in St. Louis, MO seeks a Trusts and Estates Paralegal to support attorneys through all phases of estate administration, trust funding... ...deadlines, draft and review wills, powers of attorney, and tax returns, and coordinate with clients, financial advisors,...TaxWork at office
- Husch Blackwell LLP in St. Louis or Phoenix is seeking a Senior Trusts & Estates Tax Professional to support complex estate and fiduciary matters... ...experience in Trusts & Estates, a two-year degree (BA or Paralegal Certificate preferred), and strong communication, analytical...SeniorTax
- UB Greensfelder has an opening for an experienced Paralegal to work on estate planning, tax and probate matters in our St. Louis office. This role is eligible... ...tax returns (1041, 1065 and 706). Assisting with trust process, including funding, administration, and notices...TaxTemporary workCasual workWork at office
- Summary Description: Trusts and Estates Paralegal - supports attorneys throughout all legal processes. Areas of focus could include all aspects of... ...a system to maintain key deadlines Prepare and review gift tax returns and estate tax returns and review fiduciary income...TaxWork at officeLocal area
- Husch Blackwell LLP is seeking a Senior Trusts & Estates Tax Professional in its St. Louis, Missouri office to support a full range of estate administration matters. The role requires 8+ years of experience in Trusts & Estates, a two-year degree, and excellent client service...SeniorTaxWork at office
- Seeking a Tax Senior Manager with CPA and Trust & Estate focus!St. Louis metro area (west side) In business since 2022, we are a small and growing firm located just west of St. Louis. We are currently seeking a Senior Tax Manager with CPA and Trust & Estate focus! We have...SeniorTaxLocal areaImmediate startFlexible hours
$39.4 - $46.4 per hour
...competencies.) For more than a century, Commerce Trust has been a leading provider of wealth... ...services including financial planning, estate and tax planning, investment management, private... .... This compensation range is for the Senior Financial Content Writer - CTC job and...SeniorTaxHourly payShift work- UB Greensfelder LLP in St. Louis seeks an experienced Paralegal to support estate planning, tax and probate matters. The role offers occasional hybrid work... ...position. You will prepare tax returns, assist with trust administration, draft basic estate planning documents,...TaxCasual work
- UB Greensfelder is seeking an Associate Attorney with 3+ years of experience in estate planning and tax for the Trusts & Estates Practice Group in St. Louis. Ideal candidates will possess a Missouri law license and have experience in federal transfer tax matters and estate...SeniorTax
- ...expertise will make a tangible impact on trust and estate administration. Join a forward-thinking... ..., trust administration requirements, tax submissions, and client deliverables. Prepare... ...in legal administration or paralegal studies preferred. #J-18808-Ljbffr Syntax...Tax
- ...non-exempt Private Client Paralegal to join its St. Louis office... ...environment. Bring your estate, gift, and fiduciary tax expertise to a nationally... ...Under the supervision of the Senior Manager of Practice... ...tax compliance work with trust and estate administration...TaxFull timeTemporary workPrivate practiceWork at officeRemote work
- ...success. What You'll Be Doing The Senior Estate & Tax Associate at Stifel, Nicolaus & Company... ...and succession planning, and personal trust planning. The Sr Associate assists in... .../or tax planning experience (including paralegal, administrative assistant, etc.) Licenses...SeniorTax
- ...to join its Private Client practice in St. Louis, focusing on tax and estate planning for high-net-worth individuals and families. You will... ...documents, shareholder agreements, advise on insurance planning, trust funding, and corporate restructuring, and handle probate and...SeniorTaxPrivate practice
- Armstrong Teasdale is seeking a Trusts and Estates Paralegal to support attorneys across all legal processes, including administering estates and funding trusts. You will prepare documents, manage case files, and coordinate with clients and advisors. Ideal candidates have...Work at office
- Armstrong Teasdale in Saint Louis, MO, seeks a Trusts and Estates Paralegal to support attorneys through all legal processes, including estate administration, trust funding, document preparation, and client case management. This role is expected to meet or exceed a billable...Work at office
- Armstrong Teasdale is seeking a Trusts and Estates Paralegal to support attorneys across all stages of estate administration, trust funding, document drafting, and client case management. The role requires a high school diploma (associate's preferred), a paralegal certification...
$49.5k - $57.51k
...competencies.) For more than a century, Commerce Trust has been a leading provider of wealth... ...services including financial planning, estate and tax planning, investment management, private... .... This compensation range is for the Senior Sales Support Representative - CTC job...SeniorTaxHourly payFull timeWork at officeShift work- ...UB Greensfelder currently has an opening for an Associate Attorney with 3+ years of experience in estate planning and tax to join our Trusts & Estates Practice Group in the St. Louis office. Our Trusts & Estates attorneys counsel families and individuals regarding the...TaxWork at office
- ...Job Description Trust and Estate Attorney We are seeking a highly skilled Trust and Estate Attorney to join our legal team in St. Louis... ...and distribution Provide legal guidance on estate tax implications and wealth preservation strategies Handle probate...Tax
- ...cities across the U.S., is in search of a full-time non‑exempt Senior Immigration Paralegal to join its St. Louis office. With over 450 attorneys and... ...Parking/Transportation Stipend Section 125 Plan (Pre‑tax premiums, dependent care and medical reimbursement) Paid Holidays...SeniorTaxFull timeTemporary workWork at officeRemote workWork visa
- ...AM Location Name: St Louis, MO UBGreensfelder LLP has an opening for a full-time Legal Administrative Assistant working with Trusts & Estates attorneys in our Chicagooffice. This position will assist attorneys to help steer the delivery of legal services with the use...Full timeTemporary workCasual workWork at office
$150k - $170k
...Trust And Estates AssociateLocation: St. Louis (Downtown)/ Hybrid Remote as NeededSalary: $150,000 - $170,000/ annually + bonusBenefits: Comprehensive... ...& Estates Associate with 3+ years of estate planning and tax experience to join one of the region's most trusted and...TaxRemote work- ...markets and sectors. Norton Rose Fulbright is seeking an experienced Paralegal to join its IP Disputes team. This role offers the opportunity... ..., and disability insurance. Employees can also access pre-tax benefits such as health savings and flexible spending accounts....SeniorTaxFull timeFor contractorsWork at officeWorldwideFlexible hours
- ...rating. Team Overview: The Edward Jones Trust Company (EJTC) works alongside a client... ...\'s professional advisors, such as an estate attorney or tax professional. But most importantly we work... ...after death. What You Will Do: The Senior Trust Advisor is responsible for the management...SeniorTaxTemporary workWork at officeHome officeFlexible hours
- ...Description A growing firm seeks a Trusts & Estates Attorney with 2-6 years of experience... ...attorney Advise clients on estate, tax, and wealth transfer strategies Handle... ...matters Collaborate with senior attorneys on complex estate planning issues...TaxWork at office
$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- Accounting Career Consultants is assisting a respected law firm in St. Louis with a Trusts & Estates practice. You will work on sophisticated estate planning, wealth transfer, tax, and business succession matters for high-net-worth individuals and business owners. This...Tax
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trusts & Estates Tax Paralegal. Be the first to apply!
- paralegal document review Saint Louis, MO
- temporary legal assistant Saint Louis, MO
- personal injury legal assistant Saint Louis, MO
- estate paralegal Saint Louis, MO
- travel paralegal Saint Louis, MO
- paralegal Saint Louis, MO
- hybrid paralegal Saint Louis, MO
- paralegal family law Saint Louis, MO
- trusts and estates paralegal Saint Louis, MO
- criminal paralegal Saint Louis, MO

