Legal Staff Paralegal in Saint Louis, MO

Law Firm

Saint Louis, MO

Legal Staff Paralegal in Saint Louis, MO

Legal Staff

Min 10 yrs required

No

Job Title: Senior Trusts & Estates Tax Paralegal

Job Responsibilities:
The Senior Trusts & Estates Tax Paralegal is responsible for providing comprehensive support to the law firm's attorneys in various aspects of estate administration. This role involves a range of duties including preparing essential documents and tax returns, managing client cases, and ensuring proper funding and administration of post-death irrevocable trusts. Key responsibilities include:

- Preparing Estate Tax Returns and Fiduciary Income Tax Returns to ensure compliance with relevant tax regulations.
- Maintaining financial records of trusts, performing trust accounting, and auditing accounts to ensure accuracy and compliance.
- Managing G/L accounts, reconciling broker statements, and preparing payables and bank deposits.
- Obtaining and reconciling 1099 and K-1 statements for accurate financial reporting.
- Administering probate, including drafting probate pleadings and managing the probate process.
- Maintaining close personal contact with clients and financial advisors to provide exceptional service and maintain strong relationships.
- Meeting an annual billable hour requirement of 1600 hours to contribute to the firm's productivity goals.
- Developing technical proficiency in database use and management, internet and electronic research, and project folder/electronic file maintenance to enhance efficiency.
- Organizing and managing files independently or delegating similar tasks to appropriate business professionals and supervising the same.
- Complying with firm policies and maintaining a high standard of attention to detail and quality of work.

Education and Experience Information:
The position requires a minimum of a two-year degree, with a bachelor's degree or a Paralegal Certificate from an ABA-approved program preferred. However, significant and substantive related experience may be considered in lieu of formal education. The ideal candidate should have:

- A minimum of 10 years of experience in Trusts & Estates, which is preferred for this senior role.
- Excellent communication, analytical, and organizational skills to effectively manage complex tasks and interact with clients and team members.
- Proven success working in a fast-paced, continually changing environment, demonstrating adaptability and resilience.
- Proficiency with Microsoft Office applications and familiarity with tax and trust accounting software.
- Experience with document database programs and/or software to manage large volumes of information efficiently.
- Significant client case management experience to ensure the effective handling of client needs and expectations.
- Exceptional attention to detail to maintain accuracy in all aspects of work.
- Ability to interact effectively and professionally, providing exceptional service internally and externally at all times.
- High organizational skills, with the ability to prioritize workflow and manage projects effectively.
- Ability to perform effectively with little or no supervision while adhering to established time limits and ongoing deadlines.

Salary Information:
The text does not provide specific salary information for the Senior Trusts & Estates Tax Paralegal position.

The law firm is committed to creating a diverse, equitable, and inclusive work environment and seeks motivated professionals who value teamwork, collaboration, client service, and innovation. The firm offers reasonable accommodations to individuals with disabilities to enable them to apply for and perform the essential functions of the position. Candidates are encouraged to include a cover letter and resume when applying. The firm is an equal opportunity employer, and principal applicants only are invited to apply.