Senior Trusts & Estates Tax Paralegal

Overview

This position involves providing Trusts & Estates tax and administration support to attorneys handling estate matters, including post-death irrevocable trust funding and related fiduciary tax filings. The role is available in multiple offices, with location in St. Louis, Missouri or Phoenix, Arizona preferred.

Responsibilities

• Assist with a full range of estate administration matters, including administering estates and funding post-death irrevocable trusts.
• Prepare and support tax filings, including:
  • Estate Tax Returns
  • 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 of probate pleadings.
• Maintain close contact with clients and financial advisors.
• Manage case files and documentation, including independently organizing and managing files or delegating similar tasks to appropriate business professionals and supervising as needed.
• Develop technical proficiency in:
  • Database use and management
  • Internet/electronic research
  • Project folder/electronic file maintenance
• Maintain attention to detail and ensure quality of work.
• Meet an annual billable hour requirement of 1600 hours.
• 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.
• Ability to perform job responsibilities with strong organizational, time-management, and prioritization skills.
• Ability to work collaboratively in a team and adapt to changing business demands.
• Ability to produce acceptable work efficiently and accurately, with quality final work product.

Position-Specific 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 and provide exceptional service internally and externally at all times.
• Highly organized with the ability 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 and 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 provides reasonable accommodations as necessary for individuals with disabilities to apply for and/or perform essential job functions.

Location

Open in the organization’s offices across the United States, with location in St. Louis, Missouri or Phoenix, Arizona preferred.

Application Requirements

Please include a cover letter and resume when applying.

Equal Opportunity

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