Senior Trust & Estate Paralegal – Probate & Tax Returns

Saul Ewing LLP; Irvine (CA); On-site; USD 110,000 - 130,000; Full time

Job summary

Saul Ewing LLP seeks an experienced Paralegal – Trust & Estate in California. The role involves handling probate administration, drafting petitions and accountings, and supporting trust and estate matters under California law.

Responsibilities include preparing tax returns, coordinating with clients and advisors, and ensuring compliance with probate codes. A CA Paralegal certificate is required, with 5+ years of relevant experience preferred.

Qualifications

• 5+ years of experience as a Trust & Estate paralegal with minimal supervision.
• CA Paralegal certificate required.
• Experience in California Trust and Estate administration required.
• Gift tax and estate tax returns experience preferred.
• Bachelor's degree preferred.

Responsibilities

• Coordinate probate court filings and recordings per local rules.
• Prepare probate administration paperwork (petitions, orders, etc).
• Assist with trust administration tasks.
• Communicate with clients and advisors for information gathering.
• Prepare gift tax and estate tax returns.

Skills

Excellent communication

Attention to detail

Time management

Microsoft Office

Multi-project management

Education

CA Paralegal certificate

Bachelor's degree preferred

Job description

Saul Ewing LLP seeks an experienced Paralegal – Trust & Estate in California. The role involves handling probate administration, drafting petitions and accountings, and supporting trust and estate matters under California law.

Responsibilities include preparing tax returns, coordinating with clients and advisors, and ensuring compliance with probate codes. A CA Paralegal certificate is required, with 5+ years of relevant experience preferred.