Senior Trusts & Estates Tax Paralegal

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Posted Oct 11, 2026

Remote · US · ask about Worldwide Full Time

$57K – $178K/yr

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Overview

This role provides assistance to attorneys with estate administration and trust and fiduciary tax matters, including post-death trust funding, document preparation, probate support, and preparation of estate-related tax returns. The position is open in the organization’s offices across the United States, with preferred location in St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

Assist with a full range of estate administration matters, including supporting attorneys administering estates and funding post-death irrevocable trusts.
Prepare documents and probate-related materials, including drafting of probate pleadings.
Support client case management and coordinate with clients and financial advisors.
Prepare and manage required tax filings, including:
- Estate Tax Returns
- Fiduciary Income Tax Returns
Maintain and audit trust financial records, including trust accounting.
Maintain general ledger accounts, reconcile broker statements, prepare payables, and process bank deposits.
Obtain and reconcile 1099 and K-1 statements.
Support irrevocable trust funding and administration (post death).
Maintain organized electronic and project files, including learning/developing technical proficiency in database use and management, internet/electronic research, and 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 quality of work.
Meet an annual billable hour requirement of 1600 hours.
Perform other duties as assigned.

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Requirements

Ability to provide 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 environment and adapt to changing business demands.
Ability to produce accurate, efficient work and deliver quality final work product.
Ability to perform effectively with little or no supervision and within established time limits and ongoing deadlines.

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 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.
Familiarity 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 include:

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

Reasonable accommodations will be provided as necessary to allow an individual with a disability to apply for and/or perform the essential functions of the position.