Senior Trusts & Estates Tax Paralegal

Overview

This role supports estate administration and trust-related tax and accounting matters by assisting attorneys and managing client case workflows. The position is open 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:
  • Supporting attorneys in administering estates
  • Funding post-death irrevocable trusts
  • Preparing probate and related documentation
  • Preparing estate-related tax returns
  • Managing client case workflows
• Prepare various tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Maintain financial records of 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.
• Perform irrevocable trust funding and post-death trust administration.
• Support probate administration, including drafting probate pleadings.
• Maintain close 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 professionals and supervise as needed.
• Sustain attention to detail and quality of work.
• Learn/develop familiarity with adopting legal AI and ability to learn and implement new AI (preferred).
• 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 job duties with strong organizational, time-management, and prioritization skills.
• Ability to work collaboratively in a team environment and adapt to changing business demands.
• Ability to produce work efficiently and accurately while maintaining quality.

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 ability to succeed in a fast-paced, continually changing environment.
• Strong 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.
• Ability to work 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 jurisdiction:
  • California: $86,000 - $139,000
  • Colorado: $75,000 - $119,000
  • Connecticut: $70,000 - $178,000
  • Illinois: $64,000 - $125,000
  • Maine: $60,000 - $139,000
  • Maryland: $73,000 - $107,000
  • Massachusetts: $85,000 - $130,000
  • Minnesota: $75,000 - $111,000
  • Jersey City, NJ: $78,000 - $114,000
  • New York: $66,000 - $125,000
  • Virginia: $57,000 - $168,000
  • Vermont: $87,000 - $168,000
  • Washington: $88,000 - $134,000
  • Washington, DC: $94,000 - $138,000

The employer will provide reasonable accommodations as necessary to allow an individual with a disability to apply for and/or perform the essential functions of a position.

Location

Open in offices across the United States. St. Louis, Missouri or Phoenix, Arizona preferred.

Application Requirements

Please include a cover letter and resume when applying.

Equal Opportunity

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