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 role provides senior professional support for trusts and estates matters, including estate administration and fiduciary tax work. The position is available in multiple office locations across the United States, with St. Louis, Missouri or Phoenix, Arizona preferred.

The role requires meeting an annual billable hour requirement of 1600 hours.

Responsibilities

Assist with a full range of estate administration matters, including:
- Supporting attorneys in administering estates
- Funding post-death irrevocable trusts
- Preparing documents
- Preparing probate and filing estate-related tax returns
- Client case management
Prepare various tax returns, including:
- Estate Tax Returns
- Fiduciary Income Tax Returns
Maintain financial records for trusts, including:
- Trust accounting
- Auditing trust accounts
Maintain general ledger (G/L) accounts, including:
- Reconciling broker statements
- Preparing payables and bank deposits
Obtain and reconcile 1099 and K-1 statements
Perform irrevocable trust funding and post-death administration
Support probate administration, including drafting probate pleadings
Maintain close personal contact with clients and financial advisors
Learn and develop technical proficiency in:
- Database use and management
- Internet/electronic research
- Project folder and electronic file maintenance
Independently organize and manage files or delegate similar tasks to appropriate business professionals and supervise as needed
Sustain attention to detail and quality of work
Perform other duties as assigned

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Requirements

8+ years of progressively responsible experience in Trusts & Estates, including:
- Complex estate and trust administration
- 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.
Ability to deliver superior service to internal and external customers and communicate effectively
Professional, courteous interaction with clients and employees at all times; professional appearance required
Strong organizational, time-management, and prioritization skills
Ability to work collaboratively in a fast-paced, continually changing environment
Ability to produce acceptable work efficiently and accurately and deliver quality final work product
Proven success working independently and with little or no supervision within established time limits and ongoing deadlines
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 prioritize workflow and manage projects
Must meet the annual billable hour requirement of 1600 hours per year

Preferred Qualifications

Experience adopting legal AI tools, including 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 by jurisdiction:

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

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.