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 is seeking a Tax, Trusts & Estates Legal Assistant to join our team. The role requires superb organizational skills, the ability to balance competing priorities, and strong communication with clients and attorneys.

You’ll assist attorneys with drafting and proofreading documents, manage estate planning binders and calendars, handle vendor payments, and coordinate travel.

Qualifications

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

Responsibilities

• 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.
• Prepare, revise, proofread and redline transactional documents, and create and transmit correspondence to clients and various government agencies.
• Organize and prepare 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 miscellaneous tasks as needed.

Skills

Communication skills

Organizational skills

Attention to detail

Professionalism

Education

High School Diploma or equivalent

Associate degree or higher preferred

Paralegal certificate (ABA approved)

Job description

Location: Orange County, CA

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.

• 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