Trusts & Estates Paralegal

4 weeks ago

Saint Louis, United States UB Greensfelder LLP Full time
Job DescriptionJob Description

UB Greensfelder LLP is a full-service, Am Law 200, super-regional law firm focused on exceeding client expectations and delivering superior, customized legal solutions. Created in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., the firm's 275 lawyers advise regional, national, and global businesses on a wide range of legal matters across more than 25 specialized practice and industry groups. UB Greensfelder has nine primary office locations, including Chicago; Cincinnati; Cleveland; Columbus, Ohio; Florida; New York; Southern Illinois; St. Louis; and Washington, DC.

UB Greensfelder has an opening for an experienced trusts and estates paralegal in the St. Louis office.

Responsibilities Include:

  • Assisting with trust process, including funding, administration, and notices.
  • Assisting with the preparation of basic estate planning documents and related trust funding.
  • Assisting with the preparation of estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065 and 706).
  • Communicating with clients and advisors.

Qualified Applicants Will Have:

  • 3+ years of 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 judgement.
  • 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 Word, Excel and Adobe.

UB Greensfelder provides top-quality, sophisticated legal services, serving business clients ranging from small entrepreneurs to international companies. Our work environment is business casual and we offer 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. If you desire to work in a truly people-focused environment for a firm that values its employees, then UB Greensfelder is the firm for you.

UB Greensfelder places a high value on diversity and is committed to cultivating an equitable and inclusive environment where all of our employees can thrive. Candidates from diverse backgrounds are strongly encouraged to apply.

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