Tax, Trusts & Estates Legal Assistant

Jeffer Mangels & Mitchell LLP; California; Hybrid; USD 85,000 - 105,000; Full time

Job summary

Jeffer Mangels & Mitchell LLP in Irvine, California is seeking a Tax, Trusts & Estates Legal Assistant to join our team. The role emphasizes precision in preparing and proofreading estate planning documents, coordinating with attorneys and clients, and maintaining organized files and calendars.

Strong communication and independence are valued. Candidates should have a minimum of 2 years' experience in tax, trusts and estate planning or administration, with a paralegal certificate a plus.

Qualifications

• High School Diploma or equivalent.
• Associate degree or higher preferred.
• Paralegal certificate from ABA approved program a plus.

Responsibilities

• Harness your communication skills to provide administrative support to tax, trusts and estate planning attorneys preparing correspondence and legal documents while maintaining client contact by phone and correspondence about estate plans.
• Draw on your industry expertise to prepare, revise, proofread and redline transactional documents, as well as create and transmit correspondence to clients and various government agencies.
• Apply your organizational skills to organize and prepare estate planning binders, manage attorney calendars, schedule meetings and arrange travel.
• Employ your attention to detail to track certified mailings and overnight deliveries, prepare new client/matter intake packages and transcribe voice recordings.
• Collaborate with attorneys and Finance to review and process vendor payments and attorney expense reports.
• Engage with peers and other administrative teams to assist with overflow work and miscellaneous other tasks as needed.

Education

High School Diploma or equivalent

Associate degree or higher preferred

Paralegal certificate from ABA approved program a plus

Job description

Summary

Jeffer Mangels & Mitchell LLP (JMM) is a client-focused law firm committed to delivering strong results. Our team values achievement, adaptability, initiative, professionalism and resourcefulness, and we look for colleagues who share those qualities. If these values resonate with you and your experience aligns with our description below, we’d like to hear from you.

Summary

Jeffer Mangels & Mitchell LLP (JMM) is a client-focused law firm committed to delivering strong results. Our team values achievement, adaptability, initiative, professionalism and resourcefulness, and we look for colleagues who share those qualities. If these values resonate with you and your experience aligns with our description below, we’d like to hear from you.

JMM is seeking a Tax, Trusts & Estates Legal Assistant to join our team in Irvine. The Legal Assistant will have superior organizational skills and the ability to balance competing priorities, along with a keen attention to detail and excellent communication abilities. A high degree of professionalism, ability to work independently and ability to work as a member of a dynamic tax, trusts and estate planning team are also desired skills.

Essential Duties

• Harness your communication skills to provide administrative support to tax, trusts and estate planning attorneys preparing correspondence and legal documents while maintaining client contact by phone and correspondence about estate plans.
• Draw on your industry expertise to prepare, revise, proofread and redline transactional documents, as well as create and transmit correspondence to clients and various government agencies.
• Apply your organizational skills to organize and prepare estate planning binders, manage attorney calendars, schedule meetings and arrange travel.
• Employ your attention to detail to track certified mailings and overnight deliveries, prepare new client/matter intake packages and transcribe voice recordings.
• Collaborate with attorneys and Finance to review and process vendor payments and attorney expense reports.
• Engage with peers and other administrative teams to assist with overflow work and miscellaneous other tasks as needed.

Qualifications

• High School Diploma or equivalent. Associate degree or higher preferred.
• Minimum 2 years' experience in tax, trusts and estate planning or administration.
• Paralegal certificate from ABA approved program a plus.

Position: Non-Exempt

Location: Irvine. 5 days/week onsite for the first 30-days; then 4 days/week onsite, 1 day/week remote thereafter.

Salary: $85k - $105k base