Paralegal - 363526

TGC Talent; San Francisco (CA); On-site; USD 100,000 - 125,000; Full time

Job summary

TGC Talent is partnering with a leading international law firm to hire a Senior Trust & Estate Paralegal for its Private Client & Tax team in San Francisco. This role suits an experienced professional who wants real ownership of complex estate planning and administration matters for high-net-worth clients.

You’ll manage trust and estate administrations, draft federal estate and gift tax returns, support funding, and handle real estate and fiduciary matters, while collaborating directly with

Qualifications

• 7+ years of experience as an estate and trust paralegal.

Responsibilities

• Manage trust and estate administrations, including asset inventories, valuations, retitling, and distributions.
• Draft Federal estate and gift tax returns, probate filings, and fiduciary accountings.
• Support trust funding and ongoing trust administration.
• Handle real estate matters: title review, deeds, recording requirements, and Prop 13 reassessment filings.
• Support corporate and nonprofit work: entity formation, governance, compliance, and dissolutions.

Skills

Organization

Attention to detail

Independent work

Time management

Education

Bachelor's degree

Tools

Excel

Word

Outlook

iManage/FileSite

Asana

Job description

TGC Talent is partnering with a leading international law firm to hire a Senior Trust & Estate Paralegal for its Private Client & Tax team in San Francisco. This role suits an experienced professional who wants real ownership of complex estate planning and administration matters for high-net-worth clients.

What makes this role different

• Ownership: You’ll lead parts of complex matters, not just assist on them.
• Exposure: You’ll work directly with senior attorneys, clients, and outside advisors.
• Impact: You’ll play a central role in keeping matters organized, moving, and aligned across the team.

What you’ll do

• Manage trust and estate administrations, including asset inventories, valuations, retitling, and distributions
• Draft Federal estate and gift tax returns, probate filings, and fiduciary accountings
• Support trust funding and ongoing trust administration
• Handle real estate matters: title review, deeds, recording requirements, and Prop 13 reassessment filings
• Support corporate and nonprofit work: entity formation, governance, compliance, and dissolutions

What you bring

• 7+ years of experience as an estate and trust paralegal
• Compliance with California Business and Professions Code §6450 (required); Bachelor’s degree preferred
• Strong Excel, Word, and Outlook skills; iManage/FileSite and Asana a plus
• Excellent organization, attention to detail, and sound judgment
• Comfort working independently in a fast-paced, high-expectation environment

Compensation

$100,000–$125,000, depending on experience