Paralegal - Trusts & Estates

UB Greensfelder has an opening for an experienced Paralegal to work on estate planning, tax and probate matters in our St. Louis office. This role is eligible for occasional hybrid work after the initial onboarding period. Responsibilities Preparing estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065 and 706). Assisting with trust process, including funding, administration, and notices. Assisting with the preparation of basic estate planning documents and related trust funding. Assisting with probate administration, including opening/closing estates, e-filing, preparing accountings, and handling asset transfers. Communicating with clients and advisors. Qualifications 3+ years of probate, trust and tax experience. General understanding of estate planning principles and trust funding procedures. Knowledge of beneficiary designation forms and ability to coordinate with clients' financial advisors. Strong organizational skills, attention to detail and good judgment. Ability to manage high volume priorities while working with others to meet deadlines. Excellent written, verbal and interpersonal communication skills, especially when working with clients. Experience with Microsoft Office Suite (Word, Excel, and PowerPoint) and Adobe, required. UB Greensfelder offers a competitive compensation and benefits package, which includes medical/dental/vision, 401(k) with employer contribution, short and long term disability plans, life insurance, well-being initiatives, and paid parental leave programs. UB Greensfelder provides a business casual work environment with focus on people. We encourage candidates from a variety of backgrounds to apply to be a part of our team. #J-18808-Ljbffr