Hybrid Tax, Trusts & Estates Paralegal - LA

Jeffer Mangels & Mitchell LLP; Los Angeles (CA); Hybrid; USD 120,000 - 150,000; Full time

Job summary

Jeffer Mangels & Mitchell LLP in Century City seeks a Tax, Trusts & Estates Paralegal to support estate planning, trust administration and related tax matters. The role requires meticulous attention to detail and the ability to manage multiple matters with attorneys and clients.

Candidates should have at least five years of experience at a law firm, a four-year degree or equivalent, and an ABA-approved paralegal certificate.

Qualifications

• Requires a four-year college degree or equivalent.
• ABA approved paralegal certificate required.

Responsibilities

• Assist with all aspects of post-death trust administration, including notices, forms, subtrust documents, asset allocation and transfer documents, and related filings.
• Assist with trust funding and the transfer of assets, including real property, business interests, and financial accounts.
• Prepare deeds and other documents relating to real estate and asset transfers.
• Review trust and probate accountings.
• Review and prepare federal estate and gift tax returns (Forms 706 and 709).
• Prepare and handle Heggstad Petitions and other Trust Petitions for Probate Court from start to finish.
• Prepare and handle Probates from start to finish.
• Prepare and file California Form BOE-100-B for legal entities.
• Draft estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, and ancillary documents.
• Retrieve, review, and maintain client and matter files with strong organizational skills.
• Conduct legal and factual research related to assigned matters.

Education

Four-year college degree or equivalent

ABA approved paralegal certificate

Job description

Jeffer Mangels & Mitchell LLP in Century City seeks a Tax, Trusts & Estates Paralegal to support estate planning, trust administration and related tax matters. The role requires meticulous attention to detail and the ability to manage multiple matters with attorneys and clients.

Candidates should have at least five years of experience at a law firm, a four-year degree or equivalent, and an ABA-approved paralegal certificate.