Senior Trusts & Estates Tax Paralegal

Overview

This role involves senior-level support for Trusts & Estates tax and administration matters, assisting attorneys with estate administration, fiduciary tax return preparation, trust funding, probate administration, and client case management.

The position is open in multiple office locations across the United States, with a preference for location 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; 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 irrevocable trust funding and administration (post-death).
• Assist with probate administration, including drafting probate pleadings.
• 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; and project folder/electronic file maintenance.
• Independently organize and manage files or delegate similar tasks to business professionals and supervise.
• Familiarity with adopting legal AI; ability to learn and implement new AI preferred.
• Maintain 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.
• Ability to perform with excellent organizational, time-management, and prioritization skills.
• Ability to work collaboratively within a team and adapt to changing business demands.
• Ability to produce an acceptable amount of work efficiently and accurately and deliver quality final work product.

Position 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.
• Excellent communication, analytical, and organizational skills.
• Proven success working in a fast-paced, continually changing environment.
• Ability to prioritize and manage time effectively.
• 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 provide exceptional service 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.

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:

• 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 of 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 multiple office locations across the United States
• Preference for St. Louis, Missouri or Phoenix, Arizona

Additional Information

• Cover letter and resume required when applying.
• EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.