Tax, Trusts & Estates Paralegal

Australia-Employment; Los Angeles (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

Jobot in Century City, CA, is seeking an experienced Tax, Trusts & Estates Paralegal to support attorneys with estate planning, trust and estate administration, and related tax and transactional matters. The role requires ownership of work, the ability to manage multiple matters independently, and clear professional communication with attorneys and clients.

The position is non-exempt, on-site, and located in Century City with a 5-day onsite schedule for the first 30 days, then 4 days onsite and

Qualifications

• Minimum 5 years of experience as a Tax, Trusts & Estates Paralegal at a law firm.
• Four-year college degree or equivalent.
• ABA-approved paralegal certificate.

Responsibilities

• Assist with all aspects of post-death trust administration, including notices, assessor forms, subtrust documents, asset allocation and transfer documents, and other related filings.
• Assist with trust funding and the transfer of assets, including real property, business interests, and financial accounts.
• Prepare deeds and other documents related to the transfer of real estate and other assets.
• Review trust and probate accountings.
• Review and prepare federal estate and gift tax returns (Forms 706 and 709).
• Prepare and handle Heggstad Petitions and other Trust Petitions for filing with Probate Court from start to finish.
• Prepare and handle probate matters from start to finish.
• Prepare and file California Form BOE-100-B for legal entities.
• Draft estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and ancillary documents.
• Retrieve, review, organize, and maintain client and matter files with a high degree of accuracy and attention to detail.
• Conduct legal and factual research related to assigned matters.

Education

Four-year college degree or equivalent

ABA-approved paralegal certificate

Job description

Tax, Trusts & Estates Paralegal

$120000 - $150000 per year | Los Angeles, CA | On-site | Permanent

A bit about us:

We are a client-focused organization committed to delivering strong results and providing high-quality service. Our team values achievement, adaptability, initiative, professionalism, and resourcefulness. We’re looking for someone who shares these qualities and takes pride in producing accurate, thoughtful work.

Why join us?

This is an opportunity to join a collaborative legal environment where you’ll work closely with experienced attorneys on sophisticated estate planning, trust and estate administration, tax, and transactional matters.

The ideal candidate will have the opportunity to take ownership of their work, manage multiple matters independently, and contribute meaningfully to client service in a fast-paced environment.

Job Details

Position: Tax, Trusts & Estates Paralegal

Employment Type: Non-Exempt

Location: Century City, CA

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

Salary: $120,000–$150,000 base salary

About the Role

We are seeking an experienced Tax, Trusts & Estates Paralegal to support attorneys with estate planning, trust and estate administration, and related tax and transactional matters.

The ideal candidate takes ownership of their work, can manage multiple matters independently in a fast-paced environment, and communicates clearly and professionally with attorneys and clients.

Essential Duties

• Assist with all aspects of post-death trust administration, including preparation of notices, assessor forms, subtrust documents, asset allocation and transfer documents, and other related filings.
• Assist with trust funding and the transfer of assets, including real property, business interests, and financial accounts.
• Prepare deeds and other documents related to the transfer of real estate and other assets.
• Review trust and probate accountings.
• Review and prepare federal estate and gift tax returns (Forms 706 and 709).
• Prepare and handle Heggstad Petitions and other Trust Petitions for filing with Probate Court from start to finish.
• Prepare and handle probate matters from start to finish.
• Prepare and file California Form BOE-100-B for legal entities.
• Draft estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and ancillary documents.
• Retrieve, review, organize, and maintain client and matter files with a high degree of accuracy and attention to detail.
• Conduct legal and factual research related to assigned matters.

Qualifications

• Minimum 5 years of experience as a Tax, Trusts & Estates Paralegal at a law firm.
• Four-year college degree or equivalent.
• ABA-approved paralegal certificate.

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.

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