Tax Law Paralegal

Beacon Hill; St. Louis (MO); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Leave programs

Job summary

Beacon Hill Legal is seeking a Tax Law Paralegal to support sophisticated estate planning, wealth transfer, trust administration and fiduciary tax matters in a collaborative, fast-paced environment with hybrid flexibility after an initial training period.

The role requires five years of estate, gift and fiduciary income tax preparation experience (Forms 706, 709, 1041), strong communication, meticulous attention to detail, and proficiency with Microsoft Office and related tax software.

Qualifications

• Associate's or Bachelor's degree required; paralegal certificate preferred.
• Minimum of five years of experience in estate, gift, and fiduciary income tax preparation required.
• Substantial experience preparing Forms 706, 709, and 1041 required.
• Experience in a law firm, accounting firm, or other professional services environment strongly preferred.

Responsibilities

• Prepare federal estate, gift, and fiduciary income tax returns, including Forms 706, 709, and 1041, with related schedules, elections, deductions, and state filings.
• Review financial records, prior tax returns, valuations, and supporting documentation to assist attorneys with estate planning, tax compliance, and generation-skipping transfer tax analysis.
• Coordinate with clients, financial institutions, appraisers, advisors, banks, brokers, insurance companies, and other third parties to gather information and facilitate asset transfers.
• Assist with trust and estate administration matters, including routine probate pleadings, inventories, accountings, tax workpapers, and related documentation.

Skills

Communication skills

Attention to detail

Time management

Independent judgment

Interpersonal skills

Ability to travel

Education

Associate's degree

Bachelor's degree

Paralegal certificate

Tools

Microsoft Office

Adobe

Tax software

Job description

Beacon Hill Legal is seeking a Tax Law Paralegal to support sophisticated estate planning, wealth transfer, trust administration, and fiduciary tax matters. This role is ideal for an experienced paralegal with significant estate, gift, and fiduciary income tax preparation experience, including Forms 706, 709, and 1041. The position offers the opportunity to work in a collaborative, fast-paced legal environment with hybrid flexibility after an initial training period.

Key Responsibilities

• Prepare federal estate, gift, and fiduciary income tax returns, including Forms 706, 709, and 1041, with related schedules, elections, deductions, and state filings.
• Review financial records, prior tax returns, valuations, and supporting documentation to assist attorneys with estate planning, tax compliance, and generation-skipping transfer tax analysis.
• Coordinate with clients, financial institutions, appraisers, advisors, banks, brokers, insurance companies, and other third parties to gather information and facilitate asset transfers.
• Assist with trust and estate administration matters, including routine probate pleadings, inventories, accountings, tax workpapers, and related documentation.

Knowledge, Skills & Abilities

• Strong professionalism, discretion, and interpersonal skills, with the ability to communicate effectively with clients, advisors, attorneys, and internal team members.
• Excellent attention to detail, organization, time management, and independent judgment, with the ability to manage multiple priorities and meet deadlines.
• Proficiency with Microsoft Office, Adobe, and related legal or tax technology, with the ability to quickly learn new systems and tools.
• Strong written and verbal communication skills, critical thinking ability, and problem-solving skills, with flexibility to work overtime or travel as needed.

Experience & Education

• Associate's or Bachelor's degree required; paralegal certificate preferred.
• Minimum of five years of experience in estate, gift, and fiduciary income tax preparation required.
• Substantial experience preparing Forms 706, 709, and 1041 required.
• Experience in a law firm, accounting firm, or other professional services environment strongly preferred.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information

• Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.
• Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)