Trusts & Estates Paralegal

Trusts & Estates Paralegal
Location: Phoenix, AZ
Position Type: Full-time, Permanent

A leading national law firm is seeking an experienced Trusts & Estates Paralegal to join its growing team in their Phoenix office. This is a full-time, onsite opportunity with excellent long-term potential and a supportive, team-oriented environment.

Position Overview:
The paralegal will work closely with attorneys and senior staff to support a wide range of estate planning and administration matters. Responsibilities include preparing trust and probate documents, handling tax filings, maintaining trust account records, and managing client communication and case details from start to finish.

Key Responsibilities:

• Prepare and assist with gift, estate, and fiduciary income tax returns

• Administer revocable and irrevocable trusts (pre- and post-death)

• Draft probate pleadings and assist with probate administration

• Perform trust accounting and reconcile financial statements

• Maintain client files and financial records

• Communicate regularly with clients and financial advisors

• Meet an annual 1500 billable hour target

Qualifications:

• 5 years of relevant Trusts & Estates experience preferred

• Associate's degree required; Bachelor's degree or ABA-approved paralegal certificate strongly preferred

• Prior experience with gift tax returns is a major plus

• Proficiency in Microsoft Office; experience with trust/tax software (GEMS, BNA, ProSystems, etc.) is helpful

• Detail-oriented with strong organizational and time management skills

• Professional demeanor and ability to communicate clearly with clients and team members

Why Apply?

• Join a well-established, nationally recognized firm with a collaborative culture

• Full benefits package including medical, dental, vision, 401(k), and more

• Opportunity to grow within a highly respected Trusts & Estates practice
  

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)