Senior Trusts & Estates Tax Paralegal

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Posted Nov 1, 2026

Remote · US · ask about Worldwide Full Time

$57K – $180K/yr

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Overview

This position supports attorneys in estate administration and related fiduciary tax matters. Responsibilities include assisting with estate and trust administration, preparing tax documents, maintaining trust financial records, handling probate-related documentation, and providing client case management.

Location: Open in multiple offices across the United States; location in St. Louis, Missouri or Phoenix, Arizona is preferred.

Responsibilities

Assist with estate administration matters, including post-death irrevocable trust funding and administration.
Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
Maintain financial records of trusts; perform trust accounting and audit accounts.
Maintain general ledger (G/L) accounts, reconcile broker statements, prepare payables, and prepare bank deposits.
Obtain and reconcile 1099 and K-1 statements.
Support probate administration, including drafting of probate pleadings.
Provide close personal contact with clients and financial advisors.
Perform client case management related to trusts and estates.
Learn and maintain 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.
Contribute to the adoption of legal AI; ability to learn and implement new AI preferred.
Meet an annual billable hour requirement of 1600 hours.
Other duties as assigned.

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Requirements

Ability to deliver superior service to internal and external customers and communicate effectively.
Professional and courteous interaction with clients and employees; professional appearance required.
Strong organizational, time-management, and prioritization skills.
Ability to work collaboratively and adapt to changing business demands.
Ability to produce work efficiently and accurately with a quality final 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 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 of 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 above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. Reasonable accommodations will be provided as necessary to allow an individual with a disability to apply for and/or perform the essential functions of a position.