Senior Trusts & Estates Tax Paralegal

Overview

This role supports estate administration and fiduciary tax matters as a Senior Trusts & Estates Tax Professional. The position is open in multiple offices across the United States, with location preference for St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Provide assistance to attorneys in administering estates and related fiduciary matters.
• Support funding of post-death irrevocable trusts.
• Prepare documents, including probate pleadings.
• Prepare and file estate-related tax returns.
• Manage client cases and maintain close contact with clients and financial advisors.
• Maintain and audit financial records of trusts, including trust accounting.
• Maintain general ledger (G/L) accounts, reconcile broker statements, and prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Independently organize and manage files, or delegate similar tasks to appropriate business professionals and supervise as needed.
• Develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance.
• Meet an annual billable hour requirement of 1600 hours.
• Support ongoing learning, including adoption of legal AI tools (ability to learn and implement new AI preferred).
• Perform additional 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 efficient, accurate, high-quality work.
• Ability to perform effectively with little or no supervision and within established time limits and ongoing deadlines.

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.
• 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.

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 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

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

Location

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

Additional Information

• Cover letter and resume are required.
• EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.