Senior Tax, Trusts & Estates Paralegal

Australia-Employment; Los Angeles (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

Jobot in Century City, CA, is seeking an experienced Tax, Trusts & Estates Paralegal to support attorneys with estate planning, trust and estate administration, and related tax and transactional matters. The role requires ownership of work, the ability to manage multiple matters independently, and clear professional communication with attorneys and clients.

The position is non-exempt, on-site, and located in Century City with a 5-day onsite schedule for the first 30 days, then 4 days onsite and

Qualifications

• Minimum 5 years of experience as a Tax, Trusts & Estates Paralegal at a law firm.
• Four-year college degree or equivalent.
• ABA-approved paralegal certificate.

Responsibilities

• Assist with all aspects of post-death trust administration, including notices, assessor forms, subtrust documents, asset allocation and transfer documents, and other related filings.
• Assist with trust funding and the transfer of assets, including real property, business interests, and financial accounts.
• Prepare deeds and other documents related to the transfer of real estate and other assets.
• 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 filing with Probate Court from start to finish.
• Prepare and handle probate matters 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, organize, and maintain client and matter files with a high degree of accuracy and attention to detail.
• Conduct legal and factual research related to assigned matters.

Education

Four-year college degree or equivalent

ABA-approved paralegal certificate

Job description

Jobot in Century City, CA, is seeking an experienced Tax, Trusts & Estates Paralegal to support attorneys with estate planning, trust and estate administration, and related tax and transactional matters. The role requires ownership of work, the ability to manage multiple matters independently, and clear professional communication with attorneys and clients.

The position is non-exempt, on-site, and located in Century City with a 5-day onsite schedule for the first 30 days, then 4 days onsite and