Senior Trusts & Estates Tax Paralegal

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Posted Oct 27, 2026

Remote · US · Missouri · Arizona Full Time

$57K – $180K/yr

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Overview

This position supports estate administration and estate/fiduciary tax matters by assisting the firm’s attorneys in administering estates and related trust activities, preparing documents and tax returns, and managing client cases.

The role is available in multiple office locations across the United States. Location in either St. Louis, Missouri or Phoenix, Arizona is preferred.

Responsibilities

Assist with a full range of estate administration matters, including post-death irrevocable trust funding.
Prepare various tax returns, including:
- Estate Tax Returns
- Fiduciary Income Tax Returns
Maintain and review financial records of trusts, including trust accounting, audits of accounts, and related reporting.
Maintain general ledger accounts; reconcile broker statements; prepare payables and bank deposits.
Obtain and reconcile 1099 and K-1 statements.
Support irrevocable trust administration following death.
Assist with probate administration, including drafting probate pleadings.
Maintain close personal contact with clients and financial advisors.
Maintain organized electronic and/or paper files; independently organize and manage files or delegate similar tasks and supervise as needed.
Meet billable hour expectations of 1600 hours per year.
Develop and maintain technical proficiency in:
- Database use and management
- Internet/electronic research
- Project folder and electronic file maintenance
Learn and implement new AI tools as needed; familiarity with adopting legal AI is preferred.
Perform additional duties as assigned.

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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.
Strong prioritization and time-management skills.
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 and commitment to quality.
Ability to interact effectively and professionally with clients and internally at all times.
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 will vary based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges by listed jurisdictions:

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

The information above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of essential functions, responsibilities, or requirements. Reasonable accommodations will be provided as necessary for individuals with disabilities to apply for and/or perform the essential functions of a position.