Senior Trusts & Estates Tax Paralegal

Overview

This position supports estate administration and fiduciary tax matters by assisting attorneys with the administration of estates and related irrevocable trust funding and documentation. The role is open in multiple office locations, with a preferred location in St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Provide assistance with a full range of estate administration matters, including funding post-death irrevocable trusts, preparing documents, and preparing probate-related materials.
• Prepare and file estate-related tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Maintain and audit financial records for trusts, including trust accounting and review of accounts.
• Maintain general ledger (G/L) accounts, including reconciling broker statements.
• Prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Assist with irrevocable trust funding and post-death administration.
• Support probate administration, including drafting probate pleadings.
• Maintain close personal contact with clients and financial advisors.
• Meet the annual billable hour requirement of 1600 hours.
• Develop technical proficiency with:
  • Database use and management
  • Internet/electronic research
  • Project folder and electronic file maintenance
• Independently organize and manage files, or delegate similar tasks to appropriate business professionals and supervise as needed.
• Demonstrate familiarity with adopting legal AI and the ability to learn and implement new AI (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.
• Strong organizational, time-management, and prioritization skills; ability to successfully perform position requirements.
• Ability to work collaboratively within a team and adapt to changing business demands.
• Ability to produce accurate work efficiently and deliver quality final work products.
• 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.
• 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.

Preferred Qualifications

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

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 in various states and jurisdictions are:

• 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

Location

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

Application Requirements

Please include a cover letter and resume when applying.

Equal Opportunity

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