Senior Trusts & Estates Tax Paralegal

Overview

This role is a Senior Trusts & Estates Tax Professional position supporting estate administration and trust-related tax and accounting matters. The position is open in multiple offices; location in either St. Louis, Missouri or Phoenix, Arizona is preferred.

Responsibilities

Support attorneys with a full range of estate administration and trust funding and administration matters, including:

• Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
• Maintain financial records of trusts; perform trust accounting; audit accounts.
• Maintain general ledger (G/L) accounts, reconcile broker statements, prepare payables, and coordinate bank deposits.
• Obtain and reconcile 1099 and K-1 statements.
• Support irrevocable trust funding and administration (post-death).
• 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 as needed.
• Familiarity and experience with adopting legal AI and ability to learn and implement new AI (preferred).
• Sustain attention to detail and quality of work.
• Perform other duties as assigned.

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; consistently deliver high-quality final work products.

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 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 interact effectively and professionally while providing exceptional service internally and externally at all times.
• Highly organized, able to prioritize workflow and manage projects.
• 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 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 of 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

Open in multiple offices across the United States; location in either St. Louis, Missouri or Phoenix, Arizona is preferred.

Application Requirements

Cover letter and resume required.

Equal Opportunity

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