Senior Trusts & Estates Tax Paralegal

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Posted Oct 28, 2026

Remote · US Full Time

$57K – $180K/yr

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Overview

This role involves providing professional support for estate administration and fiduciary tax matters, assisting attorneys with a full range of Trusts & Estates responsibilities. The position is open in multiple offices across the United States, with location preferences for St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

Assist with a full range of estate administration matters, including post-death irrevocable trust funding and administration
Prepare estate-related documents and assist with probate administration, including drafting probate pleadings
Prepare and file estate-related tax returns, including:
- Estate Tax Returns
- Fiduciary Income Tax Returns
Maintain financial and trust records, including:
- Trust accounting and audit of accounts
- Maintaining general ledger (G/L) accounts
- Reconciling broker statements
- Preparing payables and bank deposits
- Obtaining and reconciling 1099 and K-1 statements
Maintain close personal contact with clients and financial advisors
Meet annual billable hour requirements of 1600 hours
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
Learn and implement legal AI tools and processes (familiarity and experience 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
Excellent organizational, time-management, and prioritization skills
Ability to collaborate within a team and adapt to changing business demands
Ability to produce work efficiently and accurately with a 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 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
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 varies based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges by location:

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 of 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

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