Senior Trusts & Estates Tax Paralegal

Overview

This role supports attorneys with a full range of estate administration matters, including estate and fiduciary tax work, trust funding and administration, and client case management. The position is open in any of the organization’s offices, with preferred locations in St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Assist attorneys in administering estates and administering post-death irrevocable trusts
• Prepare documents, including probate pleadings
• Prepare and file estate-related tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Fund irrevocable trusts (post-death)
• Maintain and audit trust and financial records, including trust accounting
• Maintain general ledger (G/L) accounts, reconcile broker statements, and prepare payables and bank deposits
• Obtain and reconcile 1099 and K-1 statements
• Maintain close personal contact with clients and financial advisors
• Manage files independently or delegate similar tasks to appropriate business professionals and supervise as needed
• Meet annual billable hour requirement of 1600 hours
• Develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance
• Adopt and learn legal AI and implement new AI solutions (preferred)
• Sustain attention to detail and work quality
• 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 and adapt to changing business demands
• Ability to produce accurate, efficient, high-quality work

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
• 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 effectively with little or no supervision and within 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:

• 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 any of the organization’s offices, with preferred location in St. Louis, Missouri or Phoenix, Arizona.

Additional Information

Please include a cover letter and resume when applying.

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