Tax, Trusts & Estates Paralegal

Talent Acquisition LLC; Los Angeles (CA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

A leading law firm in Century City seeks an experienced Tax, Trusts & Estates Paralegal to support attorneys with estate planning, trust administration, probate, and related tax matters. The role requires independent management of complex matters with precision and deadlines.

Ideal candidates have 5+ years of paralegal experience in a law firm, a BA/BS or equivalent, and an ABA-approved paralegal certificate.

Qualifications

• 5+ years of Tax, Trusts & Estates Paralegal experience within a law firm.
• Four-year college degree or equivalent and an ABA-approved paralegal certificate.
• Strong drafting, legal research, organizational, and document-management skills.
• Knowledge of California probate and trust procedures preferred, including Heggstad Petitions.
• Ability to manage multiple assignments independently and meet deadlines.

Responsibilities

• Assist with post-death trust administration, including notices, asset distributions, transfers, and required filings.
• Manage trust funding and asset transfers involving real estate, business interests, and financial accounts.
• Prepare deeds, subtrust documents, and other trust administration materials.
• Review trust and probate accountings for accuracy and completeness.
• Prepare and review federal estate and gift tax returns (Forms 706 and 709).
• Prepare, file, and manage Heggstad Petitions and other trust/probate court filings.
• Handle probate matters from initiation through completion, ensuring deadlines and procedures are met.
• Prepare California Form BOE-100-B and related legal entity filings.
• Draft estate planning documents, including wills, trusts, powers of attorney, and ancillary documents.
• Conduct legal research and maintain organized client and matter files.
• Independently manage multiple assignments with accuracy and timeliness.

Skills

Tax law

Estate planning

Legal research

Document management

Client service

Education

BA/BS or equivalent

ABA-approved paralegal certificate

Job description

A leading law firm is seeking an experienced Tax, Trusts & Estates Paralegal to join its Century City office. This role will support attorneys with estate planning, trust and estate administration, probate, tax, and related transactional matters.

The ideal candidate has extensive law firm experience, strong organizational skills, and the ability to independently manage complex matters while maintaining accuracy and meeting deadlines.

Responsibilities

• Assist with post-death trust administration, including notices, asset distributions, transfers, and required filings.
• Manage trust funding and asset transfers involving real estate, business interests, and financial accounts.
• Prepare deeds, subtrust documents, and other trust administration materials.
• Review trust and probate accountings for accuracy and completeness.
• Prepare and review federal estate and gift tax returns, including Forms 706 and 709.
• Prepare, file, and manage Heggstad Petitions and other trust and probate court filings.
• Handle probate matters from initiation through completion, ensuring compliance with deadlines and procedures.
• Prepare California Form BOE-100-B and related legal entity filings.
• Draft estate planning documents, including wills, trusts, powers of attorney, and ancillary documents.
• Conduct legal research and maintain organized client and matter files.
• Independently manage multiple assignments while ensuring accuracy and timely completion.

Requirements

• 5+ years of Tax, Trusts & Estates Paralegal experience within a law firm.
• Four-year college degree or equivalent and an ABA-approved paralegal certificate.
• Strong experience with estate planning, trust administration, probate, and estate and gift tax matters.
• Experience preparing or reviewing federal Forms 706 and 709.
• Knowledge of California probate and trust procedures, including Heggstad Petitions.
• Strong drafting, legal research, organizational, and document-management skills.
• Excellent attention to detail and ability to manage multiple priorities independently.
• Strong communication, problem-solving, and client service skills.
• Ability to exercise sound judgment and maintain confidentiality.

Schedule: Onsite for the first 30 days; hybrid thereafter (4 days onsite, 1 day remote)