Senior Trusts & Estates Tax Paralegal

Overview

This role supports estate administration and trust-related tax work by assisting attorneys with matters involving post-death irrevocable trust funding and administration, probate, and client case management. The position is available in the organization’s offices across the United States, with location in St. Louis, Missouri or Phoenix, Arizona preferred.

Responsibilities

• Assist with a full range of estate administration matters, including supporting attorneys in administering estates.
• Help fund post-death irrevocable trusts.
• Prepare documents and support probate administration, including drafting probate pleadings.
• Prepare and file estate-related tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Maintain financial records for trusts, including trust accounting and auditing accounts.
• Maintain general ledger (G/L) accounts, reconcile broker statements, and prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Maintain close personal contact with clients and financial advisors.
• Organize and manage files independently or delegate tasks to appropriate business professionals and supervise as needed.
• Perform electronic file maintenance, including learning and applying database use and management.
• Meet an annual billable hour requirement of 1600 hours.
• Support adoption and implementation of legal AI; familiarity and experience with adopting legal AI is preferred.
• Perform other duties as assigned.

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.
• Ability to perform with strong organizational, time-management, and prioritization skills.
• Ability to collaborate in a team environment and adapt to changing business demands.
• Ability to produce quality work efficiently and accurately.
• Ability to effectively prioritize workflow and manage projects.
• Ability to perform effectively with little or no supervision and within established time limits and ongoing deadlines.
• 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.
• 8+ years of progressively responsible experience in Trusts & Estates, including complex estate and trust administration and estate and fiduciary tax matters.

Education

• Two-year degree required.
• Bachelor’s degree or Paralegal Certificate from ABA approved program preferred.
• Significant, substantive related experience may be considered in lieu of formal education.

Compensation & Benefits

Employees receive 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 for this position include:

• 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 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

Location

Open in any of the organization’s offices; St. Louis, Missouri or Phoenix, Arizona preferred.

Application Information

Please include a cover letter and resume when applying.

Equal Opportunity Statement

EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.