Trusts & Estates Paralegal

Husch Blackwell - United States3.5

Full-timeEstimated: $73,000 - $91,000 a year
EducationSkillsBenefits
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. We have an immediate opening for a Trusts & Estates Paralegal in the Financial Services & Capital Markets Unit. The position may be filled in either our Dallas, Texas or Milwaukee, Wisconsin office.

SCOPE OF RESPONSIBILITIES:
The paralegal is responsible for a full range of estate planning matters by providing assistance to the Firm’s attorneys in administering estates, funding revocable and irrevocable trusts, preparing documents, and client case management.

ESSENTIAL JOB FUNCTIONS:
ILIT administration, including promissory notes and Crummey notices.
Revocable and irrevocable trust funding and administration.
Preparation of federal gift and estate tax returns.
Preparation of fiduciary income tax returns.
Probate administration.
Meet annual billable hour requirement of 1500 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 Records Clerk and supervise same.
Maintain professional demeanor and attitude.
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 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:
5 or more years 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.
Corporate and Real Estate experience a plus.
Proficiency with Microsoft Office applications.
Familiarity with tax software applications (GEMS, BNA, ProSytems, EVP).
Experience with document database programs and/or software including Case Management.
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.

PHYSICAL REQUIREMENTS:
Position is generally sedentary in nature; involves sitting most of the time, but may involve walking or standing for brief periods of time.
Ability to occasionally lift up to 10 lbs. required.
Ability to talk and hear required.
Ability to perform repetitive motions required.
Ability to sit, stand and walk required.
Ability to reach, lift, climb, balance, stoop and crouch required.
Ability to see and read PC screens; detect color coding, read fine print, and/or normal type size print required.

We offer competitive compensation and a comprehensive benefit package including medical, dental, vision, 401K, and much more.

When applying please send a cover letter, résumé, and salary requirements.

EOE/Minority/Female/Disabled/Vet