Senior Trusts & Estates Tax Paralegal

Overview

This position supports estate administration and trust-related tax and accounting matters, assisting attorneys with full-scope administration tasks and client case management. The role is open in multiple offices across the United States, with St. Louis, Missouri or Phoenix, Arizona preferred.

Responsibilities

• Assist with the full range of estate administration matters, including:
  • Funding post-death irrevocable trusts
  • Preparing documents
  • Probate administration support, including drafting probate pleadings
  • Preparing and filing estate-related tax returns
  • Client case management
• Prepare various tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Maintain and audit trust financial records, including trust accounting.
• Maintain general ledger accounts; reconcile broker statements; prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Support irrevocable trust funding and administration (post death).
• Maintain close personal contact with clients and financial advisors.
• Meet annual billable hour requirement of 1600 hours.
• Develop and maintain technical proficiency in:
  • Database use and management
  • Internet/electronic research
  • Project folder/electronic file maintenance
• Independently organize and manage files or delegate similar tasks to appropriate business professionals and supervise as needed.
• Use and learn/adapt legal AI as preferred.
• Sustain attention to detail and quality of work.
• Perform other duties as assigned.

Requirements

• Ability to deliver 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.
• Ability to perform role requirements with excellent organizational, time-management, and prioritization skills.
• Ability to work collaboratively in a team environment and adapt to changing business demands.
• Ability to produce acceptable work efficiently and accurately with a high-quality final work product.

Position-Specific Requirements

• 8+ years of progressively responsible experience in Trusts & Estates, including complex estate and trust administration, and estate and fiduciary tax matters.
• Two-year degree required.
  • Bachelor’s degree or Paralegal Certificate from an ABA approved program preferred, or
  • 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 and strong 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 perform effectively with little or no supervision and within established time limits and ongoing deadlines.

Compensation & Benefits

Compensation is commensurate with skill and experience. The exact compensation will vary based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges for this position include:

• 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 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

The employer will provide reasonable accommodations as necessary for individuals with disabilities to apply for and/or perform essential functions.

Location

Open in multiple offices across the United States, with location in St. Louis, Missouri or Phoenix, Arizona preferred.

Application Instructions

Please include a cover letter and resume when applying.

Equal Opportunity Statement

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