Senior Trusts & Estates Tax Paralegal

Overview

This role involves providing senior trusts and estates tax and administration support to attorneys handling estate matters and fiduciary responsibilities. The position is available in multiple offices across the United States, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Assist with a full range of estate administration matters, including administering estates, funding post-death irrevocable trusts, preparing documents, and supporting probate and estate-related tax filings.
• Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
• Maintain financial records of trusts; perform trust accounting; 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).
• Support probate administration, including drafting probate pleadings.
• Maintain close contact with clients and financial advisors.
• Maintain and organize files, including learning and using technical systems for 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.
• Meet an annual billable hour requirement of 1600 hours.
• Support ongoing quality and attention-to-detail expectations.
• 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.
• Ability to perform role requirements with strong organizational, time-management, and prioritization skills.
• Ability to work collaboratively and adapt to changing business demands.
• Ability to produce work efficiently and accurately, with a quality final work product.

Position 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.
• Demonstrated success working in a fast-paced, continually changing environment.
• Strong ability to prioritize with 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 work effectively with little or no supervision and within established time limits and ongoing deadlines.

Preferred Qualifications

• Familiarity and experience with adopting legal AI; ability to learn and implement new AI is preferred.

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:

• 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 of 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 offices across the United States. Preferred locations: St. Louis, Missouri or Phoenix, Arizona.

Application Requirements

Please include a cover letter and resume when applying.

Equal Employment Opportunity

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