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LHH · 3 days ago

Senior Trust & Estates Paralegal

Dallas, TX

Full-time

Hybrid

Senior Level

5+ years exp

LHH is seeking a Senior Trust & Estates Paralegal to support high-profile partners in sophisticated estate planning and trust administration for ultra-high-net-worth clients. The role involves collaborating with attorneys and clients, managing tax filings, and maintaining financial records in a team-oriented environment.

Human Resources

Responsibilities

Draft and manage gift tax and estate tax returns

Work with multi-family structures , trusts, and high-value portfolios

Collaborate directly with attorneys and clients on trust administration, probate, and estate planning

Utilize estate planning software like GEMS, BNA, EVP, ProSystems

Maintain and reconcile financial records, G/L accounts, 1099s, K-1s

Prepare fiduciary income tax returns and coordinate tax filings

Manage trust funding and post-death administration

Engage with clients and financial advisors directly

Qualification

Trust & Estates experienceEstate/tax software proficiencyGift tax filings experienceEstate tax processes experienceClient-facing skillsProfessional communicationDetail-orientedSelf-driven