Senior Trusts & Estates Tax Paralegal

Overview

This role supports estate administration and related tax and trust accounting matters. The position is available in multiple office locations, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Assist attorneys with a full range of estate administration matters, including:
  • Administering estates
  • Funding post-death irrevocable trusts
  • Preparing documents
  • Preparing probate materials
  • Filing estate-related tax returns
  • Supporting client case management
• Prepare tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Maintain financial records of trusts, including:
  • Trust accounting
  • Auditing trust accounts
• Manage general ledger (G/L) accounts, including:
  • Reconciling broker statements
  • Preparing payables and bank deposits
• Obtain and reconcile 1099 and K-1 statements
• Support irrevocable trust funding and post-death trust administration
• Support probate administration, including drafting probate pleadings
• Maintain close contact with clients and financial advisors
• Learn and develop 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
• 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 work collaboratively in a team environment and adapt to changing business demands
• Ability to produce acceptable work efficiently and accurately, with high-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 manage time effectively
• 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

Preferred Qualifications

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

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 by location are as follows:

• 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 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

Reasonable accommodations will be provided as necessary to allow individuals with a disability to apply for and/or perform essential job functions.

Location

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

Application Requirements

Please include a cover letter and resume.

Equal Opportunity Statement

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