Senior Trusts & Estates Tax Paralegal

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Posted Oct 10, 2026

Remote · US · ask about Worldwide Full Time

$57K – $178K/yr

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Overview

This position supports attorneys with estate administration and related tax and trust matters, including client case management, probate support, fiduciary administration, and preparation of estate and fiduciary tax returns.

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

Responsibilities

Assist with a full range of estate administration matters, including supporting the administration of estates and post-death irrevocable trust funding.
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, and prepare payables and bank deposits.
Obtain and reconcile 1099 and K-1 statements.
Support irrevocable trust administration (post-death).
Assist with probate administration, including drafting probate pleadings.
Maintain close personal contact with clients and financial advisors.
Manage files independently, or delegate similar tasks to appropriate business professionals and supervise as needed.
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.
Learn and implement new AI tools as applicable; familiarity with adopting legal AI is preferred.
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.
Excellent organizational, time-management, and prioritization skills.
Ability to work collaboratively and adapt to changing business demands.
Ability to produce acceptable work efficiently and accurately and deliver 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 with excellent 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

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. Exact compensation will vary based on skills, experience, location, and other factors permitted by law. Expected compensation ranges:

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

The above is intended to describe the general content of and requirements for the performance of this job, and is not an exhaustive statement of essential functions, responsibilities, or requirements.

Reasonable accommodations will be provided as necessary for individuals with disabilities to apply for and/or perform essential job functions.