Senior Trusts & Estates Tax Paralegal

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Posted Nov 2, 2026

Remote · US · ask about Worldwide Full Time

$57K – $180K/yr

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Overview

This position supports estate administration and fiduciary tax matters as a Senior Trusts & Estates Tax Professional. The role assists attorneys with administering estates, funding post-death irrevocable trusts, preparing documents, preparing probate and filing estate-related tax returns, and managing client cases.

Offices are available across the United States; location in St. Louis, Missouri or Phoenix, Arizona is preferred.

Responsibilities

Prepare estate and fiduciary tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
Maintain financial records for trusts; perform 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).
Assist with probate administration, including drafting probate pleadings.
Maintain close contact with clients and financial advisors.
Meet an annual billable hour requirement of 1600 hours.
Develop technical proficiency with 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 same.
Demonstrate familiarity with adopting legal AI and the ability to learn and implement new AI (preferred).
Sustain attention to detail and quality of work.
Perform other duties as assigned.

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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 environment and adapt to changing business demands.
Ability to produce acceptable work efficiently and accurately, with high-quality final deliverables.

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 work effectively with little or no supervision and within established time limits and ongoing deadlines.

Preferred Qualifications

Familiarity with adopting legal AI and ability to learn and implement new AI.

Compensation & Benefits

Employees are entitled to compensation commensurate with skill and experience. The exact compensation will vary based on skills, experience, location, and other factors permitted by law. Expected compensation ranges include: