Senior Trusts & Estates Tax Paralegal

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Posted Oct 27, 2026

Remote · US Full Time

$57K – $180K/yr

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Overview

This position involves providing trust and estates tax and administration support to attorneys within a full-service litigation and business law firm. The role includes assisting with estate administration matters, funding post-death irrevocable trusts, preparing documents, and handling probate and estate-related tax return filings.

The position is available in multiple office locations across the United States, with preferred location in either St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns.
Maintain financial records of trusts, including trust accounting and auditing accounts.
Maintain general ledger (G/L) accounts; reconcile broker statements; 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 probate pleadings.
Maintain close personal contact with clients and financial advisors.
Meet an annual billable hour requirement of 1600 hours.
Develop technical proficiency in:
- 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 as needed.
Demonstrate familiarity with adopting legal AI; learning and implementing new AI tools is preferred.
Maintain sustained attention to detail and quality of work.
Perform other duties as assigned.

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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 in a team and adapt to changing business demands.
Ability to produce an acceptable amount of work efficiently and accurately with high-quality final deliverables.
Must be able to perform the position requirements with little or no supervision and within established time limits and ongoing deadlines.

Preferred Qualifications

Familiarity and experience with document database programs and/or software.
Familiarity with adopting legal AI and ability to learn and implement new AI tools.
Significant client case management experience.

Education & Experience

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 a Paralegal Certificate from an ABA approved program is preferred; significant, substantive related experience may be considered in lieu of formal education.

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

The firm will provide reasonable accommodations as necessary to allow an individual with a disability to apply for and/or perform the essential functions of a position.