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, Irvine-based firm providing legal services in charitable planning, tax, estate, and related areas, seeks a senior paralegal to support tax and estate matters. You will handle complex document prep, research, and coordination with attorneys in a fast-paced environment.

The role requires 5+ years of paralegal experience in tax/estate planning, proficiency with TRs 706/709, and strong research/communication skills. Competitive benefits and opportunities to impact clients are available.

Qualifications

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

Skills

Paralegal experience

Tax & estate planning knowledge

Research skills

Communication skills

Organizational skills

Education

Bachelor's degree in Law/Finance/related field

Paralegal certification (a plus)

Tools

Tax forms 706

Tax forms 709

Job description

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

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

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:

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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