Senior Trusts & Estates Tax Paralegal

Overview

This position supports trust and estates attorneys with full-range estate administration and fiduciary tax responsibilities, including post-death irrevocable trust funding and administration, probate support, tax return preparation, and client case management.

The role is open in multiple office locations across the United States. Location in either St. Louis, Missouri or Phoenix, Arizona is preferred.

Responsibilities

• Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns
• Maintain financial records of trusts, perform trust accounting, and audit accounts
• Maintain general ledger (G/L) accounts, reconcile broker statements, prepare payables, and process bank deposits
• Obtain and reconcile 1099 and K-1 statements
• Support irrevocable trust funding and administration (post-death)
• Assist with probate administration, including drafting probate pleadings
• Maintain close personal contact with clients and financial advisors
• Meet an annual billable hour requirement of 1600 hours
• 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 professionals and supervise as needed
• Contribute to the adoption of legal AI and learn and implement new AI tools (preferred)
• Maintain strong attention to detail and work quality
• Perform other duties as assigned

Requirements

• Ability to provide superior service to internal and external customers and communicate effectively
• Ability to interact professionally and courteously with clients and employees at all times; professional appearance required
• Strong organizational, time-management, and prioritization skills to successfully perform position requirements
• Ability to work collaboratively within a team and adapt to changing business demands
• Ability to produce acceptable work efficiently and accurately with high-quality final deliverables

Position-Specific Requirements

• 8+ years of progressively responsible experience in Trusts & Estates, including complex estate and trust administration and estate/fiduciary tax matters
• Two-year degree required. Bachelor’s degree or Paralegal Certificate from an 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 with 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 while providing exceptional internal and external service 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 ongoing deadlines

Preferred Qualifications

• Familiarity and experience with adopting legal AI; ability to learn and implement new AI (preferred)
• Bachelor’s degree or Paralegal Certificate from an ABA approved program (preferred)

Compensation & Benefits

Employees are entitled to compensation commensurate with skill and experience.

The exact compensation will vary based on skills, experience, location, and other factors permitted by law. Expected compensation ranges by location:

• State of California: $88,000 - $180,000
• Cleveland, Ohio: $85,000 - $125,000
• Columbus, Ohio: $82,000 - $121,000
• State of Colorado: $82,000 - $145,000
• State of Connecticut: $70,000 - $178,000
• State of Illinois: $80,000 - $155,000
• State of Maine: $60,000 - $139,000
• State of Maryland: $86,000 - $130,000
• State of Massachusetts: $88,000 - $169,000
• State of Minnesota: $88,000 - $146,000
• Jersey City, NJ: $96,000 - $174,000
• State of New York: $82,000 - $178,000
• State of Virginia: $57,000 - $168,000
• State of Vermont: $87,000 - $168,000
• State of Washington: $86,000 - $164,000
• Washington, DC: $114,000 - $168,000

Location

Open in multiple office locations across the United States. St. Louis, Missouri or Phoenix, Arizona preferred.

Application Requirements

Please include a cover letter and resume when applying.

Equal Opportunity

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