Tax, Trusts & Estates Legal Assistant

Jobot; Irvine (CA); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Jobot in Irvine, CA is seeking a Tax, Trusts & Estates Legal Assistant to support a dynamic team. The position offers growth in sophisticated tax, trusts and estate planning matters, with a base salary of $85,000 to $105,000 and an on-site start.

The role requires a high school diploma (Associate degree preferred), 2+ years of relevant experience, strong organizational and communication skills, and the ability to balance priorities.

Qualifications

• High school diploma or equivalent required; an associate degree or higher preferred.
• At least 2 years of experience in tax, trusts and estates or estate planning.
• Paralegal certificate from ABA-approved program is a plus.
• Strong organizational and communication skills; ability to manage multiple priorities.

Responsibilities

• Provide administrative support to Tax, Trusts & Estates attorneys, including drafting documents.
• Communicate with clients by phone and mail regarding estate planning matters.
• Prepare, revise, proofread, and redline transactional documents.
• Organize estate planning binders and client materials.
• Manage calendars, schedule meetings, and coordinate travel.
• Assist with vendor payments and attorney expense reports.
• Collaborate with teams to handle overflow work.

Skills

Strong organizational skills

Attention to detail

Excellent written and verbal comms

Multitasking

Professionalism

Education

High school diploma or equivalent

Associate degree or higher preferred

ABA-approved Paralegal certificate (plus)

Job description

Tax, Trusts & Estates Legal Assistant

$85000 - $105000 per year | Irvine, CA | On-site | Permanent

A bit about us:

We are a client-focused law firm committed to delivering high-quality results and exceptional service. Our team works across sophisticated legal matters and values achievement, adaptability, initiative, professionalism, and resourcefulness.

We foster a collaborative environment where individuals are trusted to take ownership of their work while working closely with attorneys, clients, and colleagues across the organization. We are looking for professionals who take pride in their work, bring strong organizational skills, and thrive in a dynamic, team-oriented setting.

Why join us?

This is an opportunity to become an integral part of a collaborative Tax, Trusts & Estates team supporting attorneys on sophisticated client matters.

You’ll have the opportunity to:

• Work closely with experienced attorneys and gain exposure to tax, trusts, and estate planning matters.
• Take on a varied role combining legal administrative support, client communication, document preparation, and coordination.
• Build strong relationships with attorneys, clients, and colleagues across the firm.
• Use your organizational and communication skills in a role where attention to detail and initiative are highly valued.
• Join a professional, collaborative environment where your contributions directly support the success of the team.
• Enjoy a competitive base salary of $85,000–$105,000, along with a hybrid schedule following an initial onboarding period.

Job Details

Position: Tax, Trusts & Estates Legal Assistant

Location: Irvine, CA

Employment Type: Non-Exempt

Schedule: 5 days/week onsite for the first 30 days; thereafter, 4 days/week onsite and 1 day/week remote

Base Salary: $85,000–$105,000

The Role

We are seeking a highly organized and detail-oriented Legal Assistant to support a dynamic Tax, Trusts & Estates team. The successful candidate will be comfortable balancing competing priorities, communicating professionally with clients and colleagues, and working independently while contributing effectively as part of a team.

Key Responsibilities

• Provide administrative support to Tax, Trusts & Estates attorneys, including preparing correspondence and legal documents.
• Communicate with clients by phone and correspondence regarding estate planning matters.
• Prepare, revise, proofread, and redline transactional documents.
• Prepare and transmit correspondence to clients and government agencies.
• Organize and prepare estate planning binders and other client materials.
• Manage attorney calendars, schedule meetings, and coordinate travel arrangements.
• Track certified mailings and overnight deliveries.
• Prepare new client and matter intake packages.
• Transcribe voice recordings and assist with other document-related tasks.
• Collaborate with attorneys and Finance to review and process vendor payments and attorney expense reports.
• Work collaboratively with other administrative teams to assist with overflow work and additional projects as needed.

Qualifications

• High school diploma or equivalent required; Associate degree or higher preferred.
• At least 2 years of experience in tax, trusts and estates, estate planning, or a related legal environment.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and deadlines effectively.
• High degree of professionalism and discretion.
• Ability to work independently while also contributing effectively to a collaborative team.
• Paralegal certificate from an ABA-approved program is a plus.

Equal Opportunity Statement

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.