Senior Litigation Paralegal

RemX is assisting our client, an esteemed full service litigation and business law firm with a search for a skilled Senior Tax Paralegal - Trust & Estates providing top-notch legal services. One can sit in their Phoenix, AZ or St Louis, MO office.

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.
• Provide family office services for high net worth clients.
• 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.
• Comply with firm policies.
• Sustain attention to detail and quality of work.

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:

• 10 or more years of Trusts & Estates experience preferred.
• 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.

BENEFITS:

• 401(k)/IRA/Other Retirement Plan
• 401(k)/IRA/Other Ret. Plan w/Employer Contribution
• Bar Association Fees
• Business Casual Dress Code
• CLE, Dental Insurance
• Domestic Partner Benefits
• Employee Assistance Program
• Family/Dependent Care Leave
• Flexible Spending Account/pre-tax Option
• Life/AD&D
• Long-term Care Insurance
• Long-term Disability Insurance
• Medical Insurance, Parental Leave
• Parking/Transportation
• Relocation Expenses
• Short-term Disability Insurance
• Sick Leave
• Technology (Laptop, PDA, etc.)
• Vacation Leave
• Vision Insurance

If you would like to hear more about this position, we would welcome the chance to connect with you. Please apply now!