Senior Trusts & Estates Tax Paralegal

Overview

This role involves supporting estate administration and fiduciary tax matters by assisting attorneys with trust and probate workflows, related documentation, and client case management.

The position is available in multiple offices across the United States. Location in either St. Louis, Missouri or Phoenix, Arizona is preferred.

Responsibilities

• Provide assistance in a full range of estate administration matters, including support for:
  • administering estates
  • funding post-death irrevocable trusts
  • preparing required documents
  • probate administration
  • preparing and filing estate-related tax returns
• Prepare various tax returns, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Maintain financial records for trusts, including:
  • trust accounting
  • auditing accounts
• Maintain general ledger (G/L) accounts, including:
  • reconciling broker statements
  • preparing payables and bank deposits
• Obtain and reconcile 1099 and K-1 statements
• Support irrevocable trust funding and post-death administration
• Assist with 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 with:
  • 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 assigned work
• Demonstrate attention to detail and consistent quality of work
• Learn/develop familiarity with adopting legal AI; ability to learn and implement new AI is preferred
• 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
• Ability to perform with excellent organizational, time-management, and prioritization skills
• Ability to work collaboratively within a team and adapt to changing business demands
• Ability to produce an acceptable amount of 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
• 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

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 location:

• 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

Location

Open in any of the organization’s offices across the United States; St. Louis, Missouri or Phoenix, Arizona preferred.

Application Requirements

Please include a cover letter and resume when applying.

Equal Opportunity Statement

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