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Solomon Page · 4 days ago

Trust and Estates Paralegal

Houston, TX

Full-time

Onsite

Senior Level

$65K/yr - $80K/yr

5+ years exp

Solomon Page is a specialty niche provider of staffing and executive search solutions, and they are seeking a Trust and Estates Paralegal to support high-profile partners. This role involves handling sophisticated estate planning, gift/estate tax filings, and trust administration for ultra-high-net-worth clients in a client-facing, team-oriented environment.

Asset ManagementConsultingProfessional Services

Hiring Manager

Nicole Guilfoyle

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 experienceGift tax filingsEstate tax processesEstate/tax software proficiencyClient-facing skillsProfessional communicationDetail-orientedSelf-driven