Senior Trusts & Estates Tax Paralegal

Overview

This position involves supporting estate administration and fiduciary tax matters by assisting attorneys and managing client case needs related to trusts and estates.

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

Responsibilities

• Provide assistance to attorneys in administering estates, including drafting and preparation of required documents.
• Assist with funding post-death irrevocable trusts.
• Prepare probate-related filings and documents, including drafting probate pleadings.
• Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
• Maintain financial records of trusts, including trust accounting, audit accounts, and recordkeeping.
• Maintain general ledger (G/L) accounts, including reconciling broker statements.
• Prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Maintain close contact with clients and financial advisors as part of case management.
• Perform billable work with an annual 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 appropriate business professionals and supervise as needed.
• Maintain attention to detail and quality of work.
• Learn and implement legal AI; familiarity and experience adopting legal AI preferred.
• 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 and adapt to changing business demands.
• Ability to produce acceptable work efficiently and accurately, with a high-quality final work product.

Position-Specific Requirements

• 8+ years of progressively responsible experience in Trusts & Estates, including complex estate and trust administration and estate/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 strong time-management skills.
• 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 work effectively with little or no supervision and within established time limits and ongoing deadlines.

Preferred Qualifications

• Familiarity and experience adopting legal AI.
• Ability to learn and implement new AI.

Compensation & Benefits

Compensation is commensurate with skill and experience. The exact compensation varies based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges:

• 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 of 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

Location

Open to applicants 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 required.
• The firm will provide reasonable accommodations as necessary for individuals with disabilities to apply for and/or perform essential functions of a position.
• EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.