Senior Trusts & Estates Tax Paralegal

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Posted Oct 28, 2026

Remote · US · ask about Worldwide Full Time

$57K – $180K/yr

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Overview

This role supports estate administration and fiduciary tax matters by assisting attorneys with the administration of estates and trusts, trust funding, document preparation, probate support, and preparation of estate-related tax returns.

The position is open in multiple offices. Location in St. Louis, Missouri or Phoenix, Arizona is preferred.

Responsibilities

Assist with the full range of estate administration matters, including post-death irrevocable trust funding and administration.
Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
Maintain financial records of trusts; perform trust accounting; audit accounts.
Maintain G/L accounts, reconcile broker statements, prepare payables and bank deposits.
Obtain and reconcile 1099 and K-1 statements.
Support probate administration, including drafting of 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.
Support adoption of legal AI; ability to learn and implement new AI preferred.
Independently manage work with strong attention to detail and quality.
Meet an annual billable hour requirement of 1600 hours.
Other duties as assigned.

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Requirements

Ability to provide 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.
Excellent organizational, time-management, and prioritization skills.
Ability to work collaboratively within a team and adapt to changing business demands.
Ability to produce accurate, efficient work and deliver a quality final work product.

Position-Specific 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.
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 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.

Compensation & Benefits

Compensation is commensurate with skill and experience. Exact compensation will vary based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges include:

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

The employer will provide reasonable accommodations as necessary to allow an individual with a disability to apply for and/or perform the essential functions of a position.