Tax, Trusts & Estates Legal Assistant

Jeffer Mangels & Mitchell LLP; Irvine (CA); Hybrid; USD 85,000 - 105,000; Full time

Job summary

Jeffer Mangels & Mitchell LLP in Irvine seeks a Tax, Trusts & Estates Legal Assistant to join our team.

The role demands superior organizational skills, attention to detail, and excellent communication, with the ability to work independently within a dynamic tax and estate planning group.

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.

Responsibilities

• Provide administrative support to tax, trusts and estate planning attorneys preparing correspondence and legal documents.
• Prepare, revise, proofread and redline transactional documents and transmit correspondence to clients and agencies.
• Organize estate planning binders, manage attorney calendars, schedule meetings and arrange travel.
• 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.
• Assist with overflow work and other tasks as needed.

Skills

Organizational skills

Attention to detail

Communication

Education

High School Diploma or equivalent

Associate degree or higher preferred

Paralegal certificate (ABA approved) a plus

Job description

Summary

Jeffer Mangels & Mitchell LLP (JMM) is a client-focused law firm committed to delivering strongresults. Our team values achievement, adaptability, initiative, professionalism andresourcefulness, and we look for colleagues who share those qualities. If these values resonatewith 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 Assistantwill have superior organizational skills and the ability to balance competing priorities, along with akeen 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 estateplanning 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 whilemaintaining client contact by phone and correspondence about estate plans.
• Draw on your industry expertise to prepare, revise, proofread and redline transactionaldocuments, as well as create and transmit correspondence to clients and variousgovernment agencies.
• Apply your organizational skills to organize and prepare estate planning binders, manageattorney calendars, schedule meetings and arrange travel.
• Employ your attention to detail to track certified mailings and overnight deliveries, preparenew client/matter intake packages and transcribe voice recordings.
• Collaborate with attorneys and Finance to review and process vendor payments andattorney expense reports.
• Engage with peers and other administrative teams to assist with overflow work andmiscellaneous 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/weekremote thereafter.
Salary: $85k - $105k base