Senior Trusts & Estates Tax Paralegal

Overview

This role involves providing assistance to attorneys with estate administration and related tax and trust accounting matters. The position is open in multiple office locations across the United States, with preference for St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Assist with a full range of estate administration matters, including post-death trust funding and administration.
• Prepare tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
• Maintain financial records of trusts, perform trust accounting, and audit accounts.
• Maintain general ledger (G/L) accounts; reconcile broker statements; prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Support probate administration, including drafting probate pleadings.
• Manage client matters and maintain close personal contact with clients and financial advisors.
• Meet annual billable hour requirements of 1600 hours per year.
• 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.
• Apply attention to detail and quality standards in all work.
• Learn and implement legal AI tools and processes (ability to adopt and learn new AI preferred).
• Perform other duties as assigned.

Requirements

• Ability to deliver superior service to internal and external customers and communicate effectively.
• Professional and courteous interaction with clients and employees at all times; professional appearance required.
• Strong organizational, time-management, and prioritization skills.
• Ability to work collaboratively within a team and adapt to changing business demands.
• Ability to produce acceptable work efficiently and accurately, with a quality final work product.

Position-Specific Requirements

• 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 strong time management.
• 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 perform effectively with little or no supervision and within established time limits and ongoing deadlines.

Preferred Qualifications

• Ability to adopt legal AI tools and learn and implement new AI.

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: $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 in multiple office locations across the United States, with preference for 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.