Senior Trusts & Estates Tax Paralegal

Overview

This position supports estate administration and fiduciary tax work by assisting attorneys with trust and probate matters, including funding post-death irrevocable trusts, preparing documents, completing probate and filing estate-related tax returns, and managing client cases.

Responsibilities

• Prepare Estate Tax Returns and Fiduciary Income Tax Returns.
• Maintain financial records of trusts; perform trust accounting and audit accounts.
• Maintain G/L accounts; reconcile broker statements; 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.
• 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 their work.
• Learn and implement new AI tools (adopting legal AI is preferred).
• Maintain attention to detail and produce high-quality work.
• 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.
• Excellent organizational, time-management, and prioritization skills.
• Ability to collaborate in a team environment and adapt to changing business demands.
• Ability to produce efficient, accurate work and deliver a quality final work product.

Position-Specific Requirements

• 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 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 work with little or no supervision and meet established time limits and ongoing deadlines.

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 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

This position is open in any of the organization’s offices. Location in either St. Louis, Missouri or Phoenix, Arizona is preferred.

Application Requirements

Please include a cover letter and resume when applying.

Equal Opportunity

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