Senior Trusts & Estates Tax Paralegal

Overview

This role supports Senior Trusts & Estates attorneys with a full range of estate administration matters, including post-death trust funding, document preparation, probate support, and estate-related tax return preparation and filing. The position is open in multiple offices, with preferred locations of St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Assist with estate administration matters, including:
  • Post-death irrevocable trust funding and administration
  • Probate administration, including drafting of probate pleadings
  • Preparing documents and supporting attorney case management
• Prepare estate and fiduciary tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Maintain trust and financial records:
  • 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
• Maintain close contact with clients and financial advisors
• Support file organization and management, including independently organizing and managing files or delegating and supervising similar tasks
• Develop technical proficiency in:
  • Database use and management
  • Internet/electronic research
  • Project folder/electronic file maintenance
• Learn/develop proficiency in adopting legal AI; ability to learn and implement new AI preferred
• Maintain attention to detail and quality of work
• Perform other duties as assigned

Essential Job Functions

• Meet annual billable hour requirement of 1600 hours.

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 within a team and adapt to changing business demands.
• Ability to produce accurate work efficiently and deliver a quality final work product.

Position-Specific Qualifications

• 8+ years of progressively responsible experience in Trusts & Estates, including complex estate and trust administration, as well as 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 perform effectively with little or no supervision and within established time limits and ongoing deadlines.
• Highly organized; able to prioritize workflow and manage projects.

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 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

• Open in multiple offices across the United States.
• Preferred locations: St. Louis, Missouri or Phoenix, Arizona.

Additional Information

• Please include a cover letter and resume when applying.
• EOE/Minority/Female/Disabled/Vet.
• Principal Applicants Only.
• Reasonable accommodations will be provided as necessary for applicants with disabilities to apply for and/or perform the essential functions of the position.