Senior Trusts & Estates Tax Paralegal

Overview

This position supports estate administration and fiduciary tax matters as a Senior Trusts & Estates Tax Professional. The role provides assistance to firm attorneys with estate and trust administration, post-death irrevocable trust funding, document preparation, probate support, client case management, and related tax return preparation.

The position is open in any of the organization’s offices, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

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, and prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Support post-death irrevocable trust funding and administration.
• Assist with probate administration, including drafting probate pleadings.
• Maintain close personal contact with clients and financial advisors.
• Manage files independently or delegate similar tasks to appropriate business professionals and supervise as needed.
• 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.
• Learn and implement legal AI tools (familiarity and experience with adopting legal AI preferred).
• Sustain attention to detail and quality of work.
• Other duties as assigned.

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; 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 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 interact effectively and professionally, providing exceptional service to internal and external stakeholders 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 and ability to learn and implement new AI.
• 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/jurisdiction:

• State of California: $86,000 - $139,000
• State of Colorado: $75,000 - $119,000
• State of Connecticut: $70,000 - $178,000
• State of Illinois: $64,000 - $125,000
• State of Maine: $60,000 - $139,000
• State of Maryland: $73,000 - $107,000
• State Massachusetts: $85,000 - $130,000
• State of Minnesota: $75,000 - $111,000
• Jersey City, NJ: $78,000 - $114,000
• State of New York: $66,000 - $125,000
• State of Virginia: $57,000 - $168,000
• State of Vermont: $87,000 - $168,000
• State of Washington: $88,000 - $134,000
• Washington, DC: $94,000 - $138,000

Location

Open in any of the organization’s offices, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

Additional Information

• Please include a cover letter and resume when applying.
• EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.
• Reasonable accommodations will be provided as necessary to allow an individual with a disability to apply for and/or perform the essential functions of a position.