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. 

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.

Responsibilities Include:

• 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.

Qualified Applicants Will Have:

• 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 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.