Senior Trust & Estate Paralegal — Ownership & Impact

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.

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