Senior Trusts & Estates Tax Paralegal

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Posted Oct 27, 2026

Remote · US Full Time

$57K – $180K/yr

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Overview

This position supports estate administration and fiduciary tax matters as a Senior Trusts & Estates Tax Professional. The role assists attorneys with administering estates, funding post-death irrevocable trusts, preparing required documents, preparing probate, and filing estate-related tax returns, along with client case management.

This position is open in multiple offices across the United States, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

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 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.
Learn and 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.
Maintain attention to detail and ensure quality of work.
Meet annual billable hour requirement of 1600 hours.
Perform other duties as assigned.

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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.
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 interact effectively and professionally with clients and internally 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.

Preferred Qualifications

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 will vary based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges by jurisdiction:

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

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