Senior Trusts & Estates Tax Paralegal

Overview

This role is a Senior Trusts & Estates Tax Professional position supporting estate administration and related fiduciary tax matters. The organization serves clients with domestic and international operations, and this position can be based in any office location, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Assist attorneys with a full range of estate administration matters, including:
  • Assisting with estate administration
  • Funding post-death irrevocable trusts
  • Preparing documents
  • Preparing probate and filing estate-related tax returns
  • Supporting client case management
• Prepare various tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Maintain trust financial records, including trust accounting and auditing accounts
• Maintain general ledger (G/L) accounts, reconcile broker statements, and prepare payables and bank deposits
• Obtain and reconcile 1099 and K-1 statements
• Support irrevocable trust funding and post-death administration
• Support probate administration, including drafting probate pleadings
• Maintain close personal contact with clients and financial advisors
• Meet an annual billable hour requirement of 1600 hours
• Develop technical proficiency in:
  • Database use and management
  • Internet/electronic research
  • Project folder/electronic file maintenance
• Independently organize and manage files or delegate similar tasks to appropriate business professionals and supervise the work
• Learn and implement new AI tools, including legal AI
• Sustain attention to detail and quality of work
• Perform other duties as assigned

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, or significant, substantive related experience may be considered in lieu of formal education
• Ability to deliver superior service to internal and external customers and communicate effectively
• Professional, courteous interaction 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 acceptable work efficiently and accurately with a quality final work product
• Excellent communication, analytical, and organizational skills
• Proven success working in a fast-paced, continually changing environment
• Ability to prioritize and manage workflow 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 perform effectively with little or no supervision and within established time limits and ongoing deadlines

Preferred Qualifications

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

Compensation & Benefits

Compensation is commensurate with skill and experience. Exact compensation will vary 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 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

This position is open in any of the organization’s offices, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

Application Requirements

Please include a cover letter and resume when applying.

Equal Opportunity Statement

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