Senior Trust and Estates Paralegal
lhhAustin, TX
$86,000-$139,000
APPLY (opens in a new tab)Senior Trust and Estates Paralegal
lhhAustin, TXSenior L5
$86,000-$139,000
Paralegals and Legal AssistantsLegal Support Workers, All OtherLegal Secretaries and Administrative Assistants
APPLY NOW (opens in a new tab)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
Matching similar jobs
Level
Senior L5
Salary
$86,000-$139,000
Location
Austin, TX
Occupation
Paralegals and Legal Assistants
Industry
Trust, Fiduciary, and Custody Activities
Posted
11 days ago