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 in Irvine, CA seeks an Estate Planning Paralegal for a permanent, on-site role. The ideal candidate has 5+ years in tax and estate planning, with expertise in Form 706/709 and trust administration.

The position involves supporting tax planning, researching complex regulations, and clearly communicating with clients. A Law/Finance background and paralegal certification are a plus.

Qualifications

• Minimum 5 years of paralegal experience in tax and estate planning.
• Proficient knowledge of tax forms 706 and 709.
• Extensive experience administering revocable and irrevocable trusts.
• Solid understanding of tax planning strategies and techniques.
• Exceptional research skills to interpret complex tax laws and regs.
• Excellent written and verbal communication, able to explain complex legal/financial matters.
• Strong organizational and multitasking abilities with keen attention to detail.

Skills

Paralegal experience

Research skills

Communication skills

Organizational skills

Tax planning knowledge

Education

Bachelor's degree in Law/Finance or related field

Paralegal certification

Job description

Estate Planning Paralegal

$85000 - $90000 per year | Irvine, CA | On-Site | Permanent

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

Job Details

Qualifications:

The ideal candidate for the Permanent Tax & Estate Planning Paralegal position should have:

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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.