Senior Trusts & Estates Tax Paralegal

Overview

This role involves providing support to attorneys handling trusts and estates matters, including estate administration, fiduciary and estate tax return preparation, trust funding and administration (post-death), probate administration support, and client case management.

The position is open in multiple office locations. Preferred locations are St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Prepare estate and fiduciary tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
• Maintain financial records of trusts, including trust accounting, and 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).
• Support probate administration, including drafting probate pleadings.
• Maintain close contact with clients and financial advisors.
• Learn and 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 as needed.
• Meet annual billable hour requirement of 1600 hours.
• Demonstrate attention to detail and deliver quality work.
• Perform other duties as assigned.

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.
• Strong communication, analytical, and organizational skills.
• Proven ability to succeed in a fast-paced, continually changing environment.
• Ability to prioritize effectively and manage time.
• 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 professionally and provide exceptional service internally and externally 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.

Preferred Qualifications

• Familiarity and experience with adopting legal AI; ability to learn and implement new AI is 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:

• 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. Preferred: St. Louis, Missouri or Phoenix, Arizona.

Application Requirements

Please include a cover letter and resume when applying.

Equal Opportunity Statement

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