Senior Trusts & Estates Tax Paralegal
On-sitePhoenix, Arizona, United States or St. Louis, Missouri, United States
Phoenix, Arizona, United States or St. Louis, Missouri, United StatesOn-siteFull TimeSenior LevelBachelors DegreeLarge
Full TimeSenior LevelBachelors DegreeLarge
Job Summary
Administer estates and irrevocable trusts by preparing tax returns, drafting probate pleadings, and managing client case files. Maintain financial records, reconcile broker statements, and process 1099/K-1 documents while meeting an annual billable requirement of 1600 hours. Independently organize files, delegate tasks, and utilize document database programs to ensure accuracy in post-death trust funding and administration. This role supports attorneys in a full-service firm across St. Louis or Phoenix, requiring 8+ years of experience in estate and fiduciary tax matters.
Required Qualifications
- 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
- 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
- Meet annual billable hour requirement of 1600 hours
Desired Qualifications
- 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.