Senior Tax & Estate Planning Paralegal

Jobot; Irvine (CA); In loco; USD 85.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical Benefits

401k

PTO

Competitive pay

Descrizione del lavoro

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.

Competenze

• 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.

Conoscenze

Paralegal experience

Tax & estate planning knowledge

Research skills

Communication skills

Organizational skills

Formazione

Bachelor's degree in Law/Finance/related field

Paralegal certification (a plus)

Strumenti

Tax forms 706

Tax forms 709

Descrizione del lavoro

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.