Senior Trusts & Estates Tax Paralegal

Overview

This role supports estate administration and related fiduciary tax work by assisting attorneys and managing key client and case tasks. The position is available in multiple office locations across the United States, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Assist with estate administration matters, including:
  • Preparing documents
  • Preparing probate and filing estate-related tax returns
  • Assisting with funding post-death irrevocable trusts
• Prepare various tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Maintain financial records of trusts, including:
  • Trust accounting
  • Auditing accounts
• Maintain 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 administration (post death)
• Support probate administration, including drafting probate pleadings
• Maintain close personal contact with clients and financial advisors
• Meet annual billable hour requirement 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
• Maintain attention to detail and quality of work
• Learn and implement new AI tools (experience adopting legal AI is preferred)
• Other duties as assigned

Requirements

• 8+ years of progressively responsible experience in Trusts & Estates, including:
  • Complex estate and trust administration
  • 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 interact effectively and professionally with clients and employees at all times
• Highly organized; able to prioritize workflow and manage projects
• Ability to perform effectively with little or no supervision and within established time limits and on-going deadlines
• Ability to deliver superior service to internal and external customers and communicate effectively
• Professional appearance required

Preferred Qualifications

• Familiarity and experience adopting legal AI, and ability to learn and implement new AI

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:

• 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

Location

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

Application Requirements

Please include a cover letter and resume.

Equal Opportunity Statement

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