Senior Trusts & Estates Tax Paralegal - Remote

LHH; Dallas (TX); A distancia; USD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with employer contributions

Medical, dental, and vision coverage

PTO and paid holidays

Paid parental leave

Wellness and employee assistance

Descripción de la vacante

LHH Recruitment Solutions is partnering to place a Senior Trust & Estates Tax Paralegal in a fully remote role supporting a sophisticated Private Wealth practice. The ideal candidate has deep expertise in estate administration, gift and fiduciary tax matters, and high-net-worth client services.

You will work with attorneys, clients, and advisors on complex wealth planning and estate matters while handling multi-generational trusts and tax returns.

Formación

• 8+ years of Trust & Estates paralegal experience, 10+ years preferred.
• Significant estate, gift, and fiduciary tax matters experience.
• Strong trust administration and probate experience.
• Proficiency with trust/estate accounting software (GEMS, BNA, ProSystems, EVP).

Responsabilidades

• Prepare estate, gift, fiduciary, and trust tax returns.
• Manage estate and trust administration from inception to completion.
• Assist with probate administration and related court filings.
• Perform trust accounting and maintain financial records.
• Reconcile brokerage statements, K-1s, and 1099s.
• Handle post-death trust funding and administration.
• Communicate with clients, trustees, and financial advisors.
• Support complex multi-generational wealth and estate planning matters.

Conocimientos

Estate tax knowledge

Trust & Estates experience

Client relationship management

Attention to detail

Educación

8+ years in Trust & Estates Paralegal role

Herramientas

GEMS

BNA

ProSystems

EVP

Descripción del empleo

LHH Recruitment Solutions is partnering to place a Senior Trust & Estates Tax Paralegal in a fully remote role supporting a sophisticated Private Wealth practice. The ideal candidate has deep expertise in estate administration, gift and fiduciary tax matters, and high-net-worth client services.

You will work with attorneys, clients, and advisors on complex wealth planning and estate matters while handling multi-generational trusts and tax returns.