Senior Trusts & Estates Tax Paralegal

Overview

This position supports a Senior Trusts & Estates Tax professional role providing assistance to attorneys handling complex trust and estate administration and related fiduciary tax matters. The role is available in multiple office locations across the United States, with preferred locations of St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Assist with estate administration matters, including:
  • Funding post-death irrevocable trusts
  • Preparing probate-related filings and documents
  • Preparing and filing estate-related tax returns
  • Client case management
• Prepare tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Maintain trust financial records, including:
  • Trust accounting
  • Auditing trust accounts
• Maintain general ledger accounts, including:
  • 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 personal contact with clients and financial advisors
• Meet an annual billable hour requirement of 1600 hours
• Build technical proficiency in:
  • Database use and management
  • Internet/electronic research
  • Project folder and 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 and learn and implement new AI (preferred)
• Sustain attention to detail and quality of work
• 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 environment and adapt to changing business demands
• Ability to produce accurate work efficiently 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/fiduciary tax matters
• 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.
• Excellent communication, analytical, and organizational skills
• Proven success working in a fast-paced, continually changing environment
• Strong prioritization and time management skills
• 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 work 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
• Bachelor’s degree or Paralegal Certificate from ABA approved program

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: $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 office location across the United States
• Preferred: St. Louis, Missouri or Phoenix, Arizona

Application Requirements

Cover letter and resume required when applying.

Equal Opportunity

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