Senior Trusts & Estates Tax ParalegalThis position is open in any of our offices, but location in either
St. Louis, Missouri or Phoenix, Arizona is preferred.
SCOPE OF RESPONSIBILITIES:Responsible for a full range of estate administration matters by providing assistance to the Firm's attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, preparing probate and filing estate-related tax returns, and client case management.
ESSENTIAL JOB FUNCTIONS:- Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns.
- Maintain financial records of trusts; perform trust accounting; audit accounts.
- Maintain G/L accounts, reconcile broker statements, prepare payables and bank deposits.
- Obtain and reconcile 1099 and K-1statements.
- Irrevocable trust funding and administration (post death).
- Probate administration, including drafting of probate pleadings.
- Maintain close personal contact with clients and financial advisors.
- Meet annual billable hour requirement of 1600 hours.
- Learn/develop 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 professional and supervise same.
- Familiarity and experience with adopting legal AI and ability to learn and implement new AI preferred.
- Sustain attention to detail and quality of work.
- Meet billable hour requirement of 1600 hours per year.
- Other duties as assigned.
CORE REQUIREMENTS:- Ability to deliver superior service to all internal and external customers and to communicate effectively.
- Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.
- Ability to successfully perform position requirements with excellent organizational, time-management and prioritization skills required.
- Ability to work collaboratively within a team; ability and willingness to adapt to changing business demands.
- Ability to produce acceptable amount of work efficiently and accurately; ability to produce quality final work product.
POSITION-SPECIFIC REQUIREMENTS:- 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 Paralegal Certificate from 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; excellent time management.
- 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 and provide exceptional service, internally and externally, at all times.
- Highly organized, able to prioritize workflow and manage projects.
- Ability to perform effectively with little or no supervision and within established time limits and on-going deadlines.
COMPENSATION AND BENEFITS:Employees are entitled to compensation commensurate with skill and experience.
The exact compensation will vary based on skills, experience, location, and other factors permitted by law. The expected compensation ranges for this position in various states and jurisdictions are as follows:
- 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 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
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. 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. Please reach out to our HR team to request an accommodation.
Please include a cover letter and resume when applying.
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