Senior Trusts & Estates Tax Paralegal

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Posted Oct 27, 2026

Remote · US · ask about Worldwide Full Time

$57K – $180K/yr

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Overview

This position involves assisting attorneys with estate and fiduciary tax and administration matters, including probate support and trust funding and accounting. The role is available in multiple offices across the United States, with location preference for St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

Assist with a full range of estate administration matters, including:
- Preparing documents and supporting probate administration, including drafting probate pleadings
- Funding post-death irrevocable trusts
- Preparing estate-related tax returns and fiduciary tax returns
- Managing client cases
Prepare tax returns, including:
- Estate Tax Returns
- Fiduciary Income Tax Returns
Maintain financial records of trusts, including:
- Trust accounting and audit accounts
- Maintaining G/L accounts
- Reconciling broker statements
- Preparing payables and bank deposits
- Obtaining and reconciling 1099 and K-1 statements
Maintain close contact with clients and financial advisors.
Meet an annual billable hour requirement of 1600 hours.
Develop and maintain 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.
Learn and adopt legal AI as applicable (familiarity and experience preferred).
Sustain attention to detail and quality of work.
Perform other duties as assigned.

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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.
Excellent organizational, time-management, and prioritization skills.
Ability to work collaboratively and adapt to changing business demands.
Ability to produce accurate work efficiently and deliver quality final work product.
Proven success working in a fast-paced, continually changing environment.
Ability to prioritize and manage workflow and projects.
Ability to perform effectively with little or no supervision and within established time limits and ongoing deadlines.
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.

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.

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 for this position include:

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

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