Hybrid Tax, Trusts & Estates Paralegal – Irvine

AMS Staffing, Inc.; Irvine (CA); Hybrid; USD 80,000 - 105,000; Full time

Job summary

AMS Staffing, Inc. is seeking a Tax, Trusts & Estates Paralegal in Irvine, CA 92614.

The role emphasizes superior organizational skills, prioritization, attention to detail, and excellent communication to support a dynamic tax, trusts and estate planning team. Essential duties include assisting attorneys with correspondence, drafting and redlining documents, organizing estate planning binders, managing calendars, arranging travel, tracking mailings, and coordinating with Finance on vendor

Qualifications

• High School Diploma or equivalent.
• Associate degree or higher preferred.
• Paralegal certificate from ABA approved program a plus.

Responsibilities

• Provide administrative support to tax, trusts and estate planning attorneys preparing correspondence and legal documents.
• Prepare, revise, proofread and redline transactional documents and transmit correspondence to clients and agencies.
• Organize estate planning binders, manage attorney calendars, schedule meetings and arrange travel.
• Track certified mailings and deliveries, prepare intake packages and transcribe voice recordings.
• Collaborate with attorneys and Finance to review vendor payments and attorney expense reports.
• Assist with overflow work and miscellaneous tasks as needed.

Skills

Communication

Organizational skills

Attention to detail

Calendar management

Team collaboration

Education

High School Diploma or equivalent

Associate degree or higher preferred

Paralegal certificate (ABA approved) a plus

Job description

AMS Staffing, Inc. is seeking a Tax, Trusts & Estates Paralegal in Irvine, CA 92614.

The role emphasizes superior organizational skills, prioritization, attention to detail, and excellent communication to support a dynamic tax, trusts and estate planning team. Essential duties include assisting attorneys with correspondence, drafting and redlining documents, organizing estate planning binders, managing calendars, arranging travel, tracking mailings, and coordinating with Finance on vendor