Senior Trusts & Estates Tax Paralegal

Overview

This position supports estate administration and fiduciary tax matters. The employer is seeking a Senior Trusts & Estates Tax Professional with progressive experience in trusts and estates, including complex estate and trust administration.

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

Responsibilities

• Assist attorneys with administering estates and related trust activities, including post-death irrevocable trust funding.
• Prepare estate and fiduciary tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
• Maintain financial records of trusts, including trust accounting, account auditing, and related recordkeeping.
• Maintain General Ledger (G/L) accounts, reconcile broker statements, and prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Support probate administration, including drafting probate pleadings.
• Manage client case requirements, including close personal contact with clients and financial advisors.
• Learn and develop technical proficiency in 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 as needed.
• Demonstrate familiarity with adopting legal AI; ability to learn and implement new AI preferred.
• Meet an 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 collaborate in a team environment and adapt to changing business demands.
• Ability to produce work efficiently and accurately, with 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 demonstrate 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.

Compensation & Benefits

Employees receive compensation 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 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

Location

Open in multiple office locations across the United States, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

Application Requirements

Please include a cover letter and resume when applying.

Equal Opportunity

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