Tax, Trusts & Estates Paralegal

Jeffer Mangels & Mitchell LLP; Los Angeles (CA); Hybrid; USD 120,000 - 150,000; Full time

Job summary

Jeffer Mangels & Mitchell LLP in Century City seeks a Tax, Trusts & Estates Paralegal to support estate planning, trust administration and related tax matters. The role requires meticulous attention to detail and the ability to manage multiple matters with attorneys and clients.

Candidates should have at least five years of experience at a law firm, a four-year degree or equivalent, and an ABA-approved paralegal certificate.

Qualifications

• Requires a four-year college degree or equivalent.
• ABA approved paralegal certificate required.

Responsibilities

• Assist with all aspects of post-death trust administration, including notices, forms, subtrust documents, asset allocation and transfer documents, and related filings.
• Assist with trust funding and the transfer of assets, including real property, business interests, and financial accounts.
• Prepare deeds and other documents relating to real estate and asset transfers.
• 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 Probate Court from start to finish.
• Prepare and handle Probates 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, and maintain client and matter files with strong organizational skills.
• Conduct legal and factual research related to assigned matters.

Education

Four-year college degree or equivalent

ABA approved paralegal certificate

Job description

Location: Los Angeles, 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 Paralegal to join our team in Century City. This role will assist attorneys with estate planning, trust and estate administration, and related tax and transactional matters. The ideal candidate takes ownership of their work and can manage multiple matters independently in a fast-paced environment while communicating clearly with attorneys and clients.

Essential Duties

• Assist with all aspects of post-death trust administration, including the 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 Probates 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.
• Apply your organizational skills and attention to detail to retrieve, review, and maintain client and matter files.
• 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.

Position: Non-Exempt

Location: Century City. 5 days onsite for the first 30 days, then 4 days per week onsite, 1 day remote thereafter.

Salary: $120k - $150k base