Senior Trusts & Estates Tax Paralegal

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Posted Oct 9, 2026

Remote · US · ask about Worldwide Full Time

Est. $70K – $105K/yr

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Overview

This position supports estate administration and fiduciary tax matters by assisting attorneys with probate, trust funding, tax return preparation, trust accounting, and client case management.

The role is available in multiple office locations, with a preference for St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

Assist with the full range of estate administration matters, including post-death irrevocable trust funding and administration.
Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
Maintain financial records for trusts, 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 probate administration, including drafting of 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, and project folder/electronic file maintenance.
Independently organize and manage files or delegate similar tasks to appropriate business professionals and supervise as needed.
Learn and implement technical tools, including adopting legal AI (familiarity/experience preferred).
Maintain 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).
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 quality final work product.
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.
Ability to prioritize with excellent time management.
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 on-going deadlines.

Preferred Qualifications

Familiarity and experience with adopting legal AI and ability to learn and implement new AI.
Bachelor’s degree or Paralegal Certificate from an ABA approved program.

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: $86,000 - $139,000
State of Colorado: $75,000 - $119,000
State of Connecticut: $70,000 - $178,000
State of Illinois: $64,000 - $125,000
State of Maine: $60,000 - $139,000
State of Maryland: $73,000 - $107,000
State Massachusetts: $85,000 - $130,000
State of Minnesota: $75,000 - $111,000
Jersey City, NJ: $78,000 - $114,000
State of New York: $66,000 - $125,000
State of Virginia: $57,000 - $168,000
State of Vermont: $87,000 - $168,000
State of Washington: $88,000 - $134,000
Washington, DC: $94,000 - $138,000

Location

Position available in multiple office locations across the United States, with location preference for St. Louis, Missouri or Phoenix, Arizona.