Senior Trusts & Estates Tax Paralegal

Overview

The organization is seeking a Senior Trusts & Estates Tax Professional to support estate administration and fiduciary tax matters. This position is available in multiple office locations across the United States, with St. Louis, Missouri or Phoenix, Arizona preferred.

Responsibilities

• Assist attorneys with a full range of estate administration matters, including administering estates and funding post-death irrevocable trusts
• Prepare probate and estate-related tax documents and returns
• Manage client cases and maintain close contact with clients and financial advisors
• Maintain and audit trust financial records, including trust accounting
• Maintain general ledger (G/L) accounts; reconcile broker statements; prepare payables and bank deposits
• Obtain and reconcile 1099 and K-1 statements
• Support irrevocable trust administration and funding (post death)
• Support probate administration, including drafting probate pleadings
• Learn and 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
• Meet annual billable hour requirement of 1600 hours
• 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 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
• Ability to perform effectively with little or no supervision and within established time limits and ongoing deadlines
• 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 prioritize workflow and manage projects
• Ability to sustain attention to detail and quality of work

Preferred Qualifications

• 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 Paralegal Certificate from an ABA approved program preferred; significant, substantive related experience may be considered in lieu of formal education
• Familiarity and experience with adopting legal AI; ability to learn and implement new AI preferred

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 by location are:

• 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

This role is open in any of the organization’s offices across the United States, with St. Louis, Missouri or Phoenix, Arizona preferred.

Additional Information

• Cover letter and resume are required when applying.
• EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.
• Reasonable accommodations will be provided as necessary for individuals with disabilities to apply for and/or perform the essential functions of a position; request accommodations through HR.