Senior Trusts & Estates Tax Paralegal

Overview

This position supports attorneys handling Trusts & Estates matters, including estate administration, fiduciary tax preparation, trust funding and ongoing administration, and client case management.

The role is open in multiple office locations across the United States, with preference for St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Assist with estate administration matters, including post-death irrevocable trust funding.
• Prepare and file estate-related tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Maintain and audit financial records of trusts, including trust accounting.
• Maintain General Ledger (G/L) accounts, reconcile broker statements, and prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Support probate administration, including drafting probate pleadings.
• Maintain close contact with clients and financial advisors.
• Manage files independently, including organizing and delegating tasks to appropriate team members and supervising related work.
• Develop technical proficiency in tools and processes, including database use and management, internet/electronic research, and project folder/electronic file maintenance.
• Develop proficiency with legal AI; learning and implementing new AI is preferred.
• 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 meet established time limits and ongoing deadlines.
• Ability to work collaboratively and adapt to changing business demands.
• Ability to produce quality work efficiently and accurately, with strong attention to detail.
• 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.
• Ability to perform effectively with little or no supervision.

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; 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.
• Exceptional attention to detail.

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/jurisdiction:

• 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

Reasonable accommodations will be provided as necessary for individuals with disabilities to apply for and/or perform essential functions.

Location

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

Application Requirements

Please include a cover letter and resume when applying.

Equal Opportunity Statement

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