Senior Trusts & Estates Tax Paralegal

Unlock Employer

Posted Oct 27, 2026

Remote · US · ask about Worldwide Full Time

$57K – $180K/yr

Apply Direct

Overview

This role supports estate administration and fiduciary tax matters by assisting attorneys with complex trusts and estates work, including probate administration, trust funding and administration, trust accounting, and preparation of estate-related tax returns.

The position is open in the organization’s offices across the United States, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

Assist attorneys with a full range of estate administration matters.
Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
Maintain financial records of trusts, including trust accounting and account audits.
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 administration (post-death).
Support probate administration, including drafting probate pleadings.
Manage client matters by maintaining close contact with clients and financial advisors.
Learn and develop technical proficiency in database use and management, internet/electronic research, and project/electronic file maintenance.
Independently organize and manage files, or delegate similar tasks to appropriate business professionals and supervise work as needed.
Meet an annual billable hour requirement of 1600 hours.
Adhere to attention to detail and quality standards.
Perform other duties as assigned.

Ready to apply for roles like this?

Unlock the company name and direct application link. Subscribers get instant access to all remote legal jobs.

Unlock Employer & Apply Directly

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 in a team and adapt to changing business demands.
Ability to produce work efficiently and accurately and deliver quality final work product.

Position 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.
Proven success working in a fast-paced, continually changing environment.
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 provide 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.
Familiarity and experience with adopting legal AI; ability to learn and implement new AI preferred.

Compensation & Benefits

Compensation is commensurate with skill and experience. The exact compensation varies based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges for this position by location are:

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

The organization will provide reasonable accommodations as necessary to allow individuals with a disability to apply for and/or perform the essential functions of a position.