Senior Trusts & Estates Tax Paralegal

Overview

This role supports the firm’s attorneys with senior-level trusts and estates administration and related fiduciary tax work. The position is open in multiple office locations across the United States, with a preference for St. Louis, Missouri or Phoenix, Arizona.

Responsibilities

• Provide assistance with estate administration matters, including:
  • Administering estates
  • Funding post-death irrevocable trusts
  • Preparing probate and estate-related filings
  • Preparing and filing estate-related tax returns
  • Client case management
• Prepare estate and fiduciary tax documents, including:
  • Estate Tax Returns
  • Fiduciary Income Tax Returns
• Support trust accounting and administration, including:
  • Maintaining financial records of trusts
  • Performing trust accounting
  • Auditing accounts
  • Maintaining general ledger (G/L) accounts
  • Reconciling broker statements
  • Preparing payables and bank deposits
  • Obtaining and reconciling 1099 and K-1 statements
• Assist with irrevocable trust funding and administration (post death)
• Perform probate administration tasks, including drafting probate pleadings
• Maintain close personal contact with clients and financial advisors
• Independently organize and manage files or delegate similar tasks to appropriate team members and supervise as needed
• Develop technical proficiency in:
  • Database use and management
  • Internet/electronic research
  • Project folder/electronic file maintenance
• Learn/develop technical proficiency in adopting legal AI; ability to learn and implement new AI preferred
• Meet annual billable hour requirement of 1600 hours per year
• Other duties as assigned

Requirements

• 8+ years of progressively responsible experience in Trusts & Estates, including complex estate and trust administration and estate/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, manage time effectively, and meet established time limits and ongoing deadlines
• Ability to produce accurate work efficiently and deliver a quality final work product
• 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 with clients and internally/externally at all times
• Highly organized; able to prioritize workflow and manage projects with little or no supervision

Compensation & Benefits

Employees receive compensation commensurate with skill and experience. Exact compensation varies based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges for this position:

• 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 of 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

Location

Open in multiple office locations across the United States. Location in either St. Louis, Missouri or Phoenix, Arizona is preferred.

Additional Information

• Please include a cover letter and resume when applying.
• Reasonable accommodations will be provided as necessary to apply for and/or perform essential job functions.
• EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.