Senior Trusts & Estates Tax Paralegal

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Posted Oct 28, 2026

Remote · US Full Time

$57K – $180K/yr

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Overview

This role supports attorneys with estate administration matters, including post-death irrevocable trust funding, probate administration, and estate and fiduciary tax return preparation. The position is open in multiple offices across the United States, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

Assist with a full range of estate administration matters, including:
- Funding post-death irrevocable trusts
- Preparing documents
- Probate administration and drafting probate pleadings
- Preparing and filing estate-related tax returns
- Client case management
Prepare tax returns, including:
- Estate Tax Returns
- Fiduciary Income Tax Returns
Maintain financial records of trusts, including:
- Trust accounting
- Auditing accounts
Maintain general ledger (G/L) accounts, including:
- Reconciling broker statements
- Preparing payables and bank deposits
Obtain and reconcile 1099 and K-1 statements.
Perform post-death irrevocable trust administration and funding.
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
- Project folder/electronic file maintenance
Independently organize and manage files or delegate similar tasks to appropriate business professionals and supervise their work.
Learn and implement legal AI tools and processes (ability and willingness to adopt legal AI preferred).
Sustain attention to detail and quality of work.
Complete other duties as assigned.

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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 work collaboratively in a team and adapt to changing business demands.
Ability to produce accurate work efficiently and deliver a quality final work product.
Ability to prioritize workflow and manage projects.
Ability to perform effectively with little or no supervision and within established time limits and ongoing deadlines.

Position-Specific Requirements

8+ years of progressively responsible experience in Trusts & Estates, including complex estate and trust administration, as well as estate and fiduciary tax matters.
Two-year degree required. Bachelor’s degree or a 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.

Compensation & Benefits

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

The organization will provide reasonable accommodations as necessary to allow individuals with disabilities to apply for and/or perform the essential functions of a position.