Trust & Estates Support Professional
Trusts & Estates Professional Milwaukee, WI (Preferred) | Madison, WI (Also Considered) | Salary: $65,000 - $75,000
Opportunity Overview
One of Wisconsin's most respected law firms is seeking a detail-oriented professional to support attorneys with estate planning, trust administration, fiduciary matters, and tax-related work. This role is ideal for candidates with a strong tax, accounting, bookkeeping, or Trusts & Estates background who are looking to build specialized expertise in a highly respected practice area.
Key Responsibilities
* Support estate planning, trust administration, and probate matters.
* Prepare and assist with tax filings, fiduciary accounting, and financial reporting.
* Maintain trust, estate, and financial records with accuracy and attention to detail.
* Perform asset reporting, reconciliations, and record keeping activities.
* Collaborate with attorneys, trustees, executors, beneficiaries, and financial professionals.
Qualifications
* 3-5 years of experience in Trusts & Estates, tax, accounting, bookkeeping, or estate/trust administration.
* Strong understanding of individual, fiduciary, trust, or estate taxation.
* Experience working with financial records, tax filings, and supporting documentation.
* Knowledge of trust accounting, asset reporting, and financial reconciliations.
* CPA, Accounting degree, tax certification, or equivalent experience is a plus.
Benefits & Perks
* Work on sophisticated Trusts & Estates, tax, and fiduciary matters.
* Collaborative team environment with mentorship from experienced professionals.
* Opportunity to develop specialized expertise that is highly marketable and in demand.
* Strong emphasis on work-life balance, professional development, and career growth.
* Competitive compensation plus a supportive culture with wellness, networking, and community involvement opportunities.
Ready for Your Next Career Move?
FAQs
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