Estate Planning Paralegal

Jobot; Irvine (CA); On-site; USD 85,000 - 90,000; Full time

Benefits offered by this job

Medical Benefits

401k

PTO

Competitive pay

Job summary

Jobot seeks a paralegal in Irvine, CA with 5+ years in tax and estate planning to support complex matters, including trust administration and planning strategies.

You will interpret tax laws, draft and review documents, and communicate clearly with non-technical stakeholders while coordinating multitask workflows in a fast-paced environment.

Qualifications

• Minimum of 5 years of paralegal experience in tax and estate planning.
• Proficient knowledge of tax forms 706 and 709.
• Extensive experience in administering revocable and irrevocable trusts.
• Solid understanding of tax planning strategies and techniques.
• Exceptional research skills with ability to interpret complex tax laws.
• Excellent written and verbal communication, able to explain complex matters.
• Strong organizational and multitasking abilities with keen attention to detail.
• Bachelor's degree in Law, Finance, or related field; paralegal certification a plus.

Skills

Tax planning

Research

Communication

Organization

Attention to detail

Paralegal experience

Education

Bachelor's degree in Law/Finance/related field

Paralegal certification (plus)

Tools

Tax forms 706 and 709

Job description

Firm providing legal services in the areas on charitable planning, tax, estate, etc

Job details

Salary: $85,000 - $90,000 per year

This Jobot Job is hosted by: Mallory Schreiner

A bit about us

Firm providing legal services in the areas on charitable planning, tax, estate, etc

Why join us

• Medical Benefits
• 401k
• PTO
• Competitive pay

Qualifications

1. A minimum of 5 years of experience as a paralegal in tax and estate planning, preferably within the healthcare industry.
2. Proficient knowledge of tax forms 706 and 709.
3. Extensive experience in administering both revocable and irrevocable trusts.
4. A solid understanding of tax planning strategies and techniques.
5. Exceptional research skills, with the ability to interpret complex tax laws and regulations.
6. Excellent written and verbal communication skills, with the ability to explain complex legal and financial matters to a non-technical audience.
7. Strong organizational and multitasking abilities, with keen attention to detail.
8. A bachelor's degree in Law, Finance, or a related field. A paralegal certification is a plus.

This position is a thrilling opportunity to make a significant impact in a fast-paced, innovative environment. If you are a dedicated, ambitious professional with a passion for tax and estate planning, we would love to hear from you.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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