Senior Trusts & Estates Tax Paralegal

Overview

This role supports attorneys in managing trust and estate administration and related tax matters. The position is available in the organization’s offices across the United States, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Provide assistance with estate administration matters, including administering estates and funding post-death irrevocable trusts
• Prepare and manage required documents for trust and probate matters
• Prepare probate and file estate-related tax returns
• Perform client case management and coordinate with clients and financial advisors
• Prepare tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Maintain financial records for trusts, including trust accounting, account audits, and supporting documentation
• Maintain general ledger 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
• Independently organize and manage files or delegate tasks to appropriate business professionals and supervise as needed
• Develop technical proficiency in relevant tools, including database management, electronic research, and project/electronic file maintenance
• Maintain attention to detail and quality of work
• Meet annual billable hour requirement of 1600 hours
• Perform other duties as assigned

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 and adapt to changing business demands
• Ability to produce accurate work efficiently with a quality final 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 in a fast-paced, continually changing environment
• 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; ability to learn and implement new AI preferred
• Highly organized with ability to prioritize workflow and manage projects

Compensation & Benefits

Compensation is commensurate with skill and experience. The exact compensation varies 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 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

Offices across the United States; preferred locations are St. Louis, Missouri or Phoenix, Arizona.

Additional Information

• The application should include a cover letter and resume.
• Reasonable accommodations will be provided as necessary to allow an individual with a disability to apply for and/or perform the essential functions of the position.
• EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.