Tax, Trusts & Estates Paralegal

Jeffer Mangels Butler & Mitchell LLP; Northern (KY); On-site; USD 120,000 - 150,000; Full time

Job summary

Jeffer Mangels Butler & Mitchell LLP in Century City seeks a Tax, Trusts & Estates Paralegal with at least 5 years of law firm experience to assist in estate planning, trust and estate administration, and related tax matters.

The role requires strong ownership, ability to manage multiple matters independently in a fast-paced setting, and clear communication with attorneys and clients. Salary ranges from $120,000 to $150,000 with onsite, transitioning to remote-ready after the first 30 days.

Qualifications

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

Responsibilities

• Assist with post-death trust administration, including notices, forms, asset allocation and transfer documents.
• Assist with trust funding and transfer of assets, including real property and financial accounts.
• Prepare deeds and documents related to 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 Petitions for filing with Probate Court from start to finish.
• Prepare and file California Form BOE-100-B for legal entities.
• Draft estate planning documents including wills and trusts.
• Maintain client/matter files with attention to detail.
• Conduct legal and factual research related to assigned matters.

Skills

Paralegal experience

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