Senior Trust and Estates Paralegal

LHH; Texas; Remote; USD 110,000 - 190,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

HSA contributions

401(k) with firm contributions

Paid parental leave

Life, AD&D, and disability insurance

Tuition reimbursement

EAP; wellness benefits

Paid volunteer time

Job summary

LHH is seeking a seasoned Trusts & Estates professional for a 100% remote role working with Private Wealth partners and high-net-worth clients.

You will handle gift tax, estate tax, fiduciary income tax, and trust accounting, coordinating with a national platform and senior attorneys. This role offers a long-term opportunity with bonus potential and comprehensive benefits.

Qualifications

• 8+ years of substantive Trusts & Estates experience; 10+ years strongly preferred.
• Gift tax experience is critical.
• Strong estate planning tax and estate administration experience.
• Experience preparing or supporting estate tax and fiduciary income tax returns.
• Trust accounting experience.
• Experience with tax/accounting software such as GEMS, BNA, ProSystem/ProSystems, EVP, or comparable platforms.
• Ability to communicate directly with high-net-worth clients and senior attorneys.
• Excellent organization, accuracy, and attention to detail.
• Ability to manage deadlines with limited supervision.
• Professional, accountable, and comfortable in a high-expectation environment.

Responsibilities

• Prepare and assist with sophisticated estate, gift, and fiduciary income tax returns.
• Support complex estate planning and estate administration matters.
• Handle gift tax filings and estate tax documentation.
• Assist with probate administration, including probate pleadings.
• Fund and administer post-death irrevocable trusts.
• Perform trust accounting and maintain financial records.
• Maintain and reconcile general ledger accounts and brokerage statements.
• Obtain and reconcile 1099 and K-1 statements.
• Work directly with high-net-worth clients, financial advisors, attorneys, and other professionals.
• Independently organize and manage sophisticated client matters and files.
• Support multiple Private Wealth partners in a high-performing environment.

Skills

Trusts & Estates experience

Gift tax

Client communication

Trust accounting

Tax software proficiency

Tools

GEMS

BNA

ProSystem/ProSystems

EVP

Job description

This is an excellent opportunity for a seasoned T&E professional who enjoys the technical side of estate planning and administration, particularly gift tax, estate tax, fiduciary income tax, trust accounting, and complex private wealth matters.

You'll work directly with a team of accomplished Private Wealth partners and sophisticated high-net-worth clients while enjoying the flexibility of a fully remote position.

Why This Opportunity Stands Out

• 100% remote
• Work with sophisticated high-net-worth and multi-family estate structures
• Direct interaction with partners, clients, financial advisors, and other professionals
• Established national platform and collaborative Private Wealth practice
• Competitive compensation and bonus potential
• Long-term opportunity created in part by experienced team members transitioning into retirement
• 1,600 annual billable-hour requirement

What You'll Handle

• Prepare and assist with sophisticated estate, gift, and fiduciary income tax returns
• Support complex estate planning and estate administration matters
• Handle gift tax filings and estate tax documentation
• Assist with probate administration, including probate pleadings
• Fund and administer post-death irrevocable trusts
• Perform trust accounting and maintain financial records
• Maintain and reconcile general ledger accounts and brokerage statements
• Obtain and reconcile 1099 and K-1 statements
• Work directly with high-net-worth clients, financial advisors, attorneys, and other professionals
• Independently organize and manage sophisticated client matters and files
• Support multiple Private Wealth partners in a high-performing environment

What We're Looking For

• 8+ years of substantive Trusts & Estates experience; 10+ years strongly preferred
• Gift tax experience is critical
• Strong estate planning tax and estate administration experience
• Experience preparing or supporting estate tax and fiduciary income tax returns
• Trust accounting experience
• Experience with T&E/tax/accounting software such as GEMS, BNA, ProSystem/ProSystems, EVP, or comparable platforms
• Ability to confidently communicate directly with high-net-worth clients and senior attorneys
• Exceptional organization, accuracy, and attention to detail
• Ability to manage competing deadlines with limited supervision
• Professional, accountable, and comfortable in a high-expectation environment

Compensation

Compensation varies based on the employee's work location, experience, qualifications, and other factors. Applicable posted salary ranges provided for certain jurisdictions include:

• California: $86,000-$139,000
• Connecticut: $70,000-$178,000
• Maine: $60,000-$139,000
• Maryland: $73,000-$107,000
• Massachusetts: $85,000-$130,000
• Jersey City, NJ: $78,000-$114,000
• New York: $66,000-$125,000
• Vermont: $87,000-$168,000
• Washington: $88,000-$134,000
• Washington, DC: $94,000-$138,000

Additional compensation may include discretionary and formulaic bonus opportunities, including consideration of experience and billable-hour performance.

Comprehensive benefits include medical, dental and vision coverage; eligible firm-funded HSA contributions; 401(k) with firm contributions and potential discretionary profit sharing; up to 12 weeks of eligible paid parental bonding leave; firm-paid life, AD&D and disability insurance; wellness benefits; tuition reimbursement; EAP; back-up dependent care; paid volunteer time; and additional work-life benefits.

PTO is available on the first of the month coincident with or following employment. During the first calendar year of employment, employees earn 1.5 days for each full month of active work. PTO is awarded January 1st each year thereafter as follows:

• Up to 3 years of service: 18 days
• 4 - 10 years of service: 23 days
• 10+ years of service: 28 days

Paid Sick Leave where applicable by State law

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

*Accepting candidate resumes until December 31, 2026