Senior Trusts & Estates Tax Paralegal

Unlock Employer

Posted Oct 9, 2026

Remote · US · Missouri · Arizona Full Time

$57K – $178K/yr

Apply Direct

Overview

This position supports estate administration and trusts & estates tax matters by assisting attorneys with complex client work, post-death trust funding, probate processes, and estate-related tax return preparation. The role is open in multiple offices, with location preference for St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

Assist attorneys with a full range of estate administration matters, including post-death irrevocable trust funding.
Prepare probate-related documents and estate-related filings.
Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
Maintain financial records of trusts, perform trust accounting, and audit accounts.
Maintain general ledger (G/L) accounts, reconcile broker statements, prepare payables and bank deposits.
Obtain and reconcile 1099 and K-1 statements.
Support probate administration, including drafting probate pleadings.
Maintain close contact with clients and financial advisors.
Manage files independently, including organizing and maintaining project folder/electronic file maintenance, or delegating similar tasks and supervising completion.
Develop technical proficiency with databases and electronic research.
Meet an annual billable hour requirement of 1600 hours.
Learn and apply new technologies, including adopting legal AI (ability to learn and implement legal AI preferred).
Perform additional duties as assigned.

Ready to apply for roles like this?

Unlock the company name and direct application link. Subscribers get instant access to all remote legal jobs.

Unlock Employer & Apply Directly

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 within a team and adapt to changing business demands.
Ability to produce accurate, efficient work and maintain quality.
Maintain attention to detail and sustain high-quality output.
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, 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.
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.
Highly organized; able to prioritize workflow and manage projects.

Compensation & Benefits

Employees are entitled to compensation 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 location/jurisdiction:

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

The firm 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.