Senior Trusts & Estates Tax Paralegal

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Posted Oct 11, 2026

Remote · US · ask about Worldwide Full Time

$57K – $178K/yr

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Overview

This position supports attorneys handling trusts and estates matters, including estate administration, irrevocable trust funding and administration, probate support, and preparation of estate-related tax returns. The role involves assisting with client case management, trust accounting, document and file management, and collaboration with internal teams, clients, and financial advisors.

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

Responsibilities

Assist attorneys with estate administration matters.
Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
Maintain financial records of trusts, perform trust accounting, and audit accounts.
Maintain general ledger (G/L) 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 of probate pleadings.
Maintain close, professional contact with clients and financial advisors.
Meet an annual billable hour requirement of 1600 hours.
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.
Learn/develop familiarity with adopting legal AI and the ability to learn and implement new AI (preferred).
Sustain attention to detail and quality of work.
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.
Ability to successfully perform the role with excellent organizational, time-management, and prioritization skills.
Ability to work collaboratively within a team and adapt to changing business demands.
Ability to produce accurate work efficiently and deliver a quality final work product.

Position-Specific Requirements

8+ years of progressively responsible experience in Trusts & Estates, including complex estate and trust administration, as well as 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 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.
Highly organized; able to prioritize workflow and manage projects.
Ability to perform effectively with little or no supervision and within established time limits and ongoing deadlines.

Compensation & Benefits

Compensation is commensurate with skill and experience. The exact compensation will vary based on skills, experience, location, and other factors permitted by law. Expected compensation ranges by location are:

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

The organization provides reasonable accommodations as necessary for individuals with disabilities to apply for and/or perform the essential functions of the position.