Tax, Trusts & Estates Paralegal- 3683497

AMS Staffing, Inc.; Irvine (CA); Hybrid; USD 80,000 - 105,000; Full time

Job summary

AMS Staffing, Inc. is seeking a Tax, Trusts & Estates Paralegal in Irvine, CA 92614.

The role emphasizes superior organizational skills, prioritization, attention to detail, and excellent communication to support a dynamic tax, trusts and estate planning team. Essential duties include assisting attorneys with correspondence, drafting and redlining documents, organizing estate planning binders, managing calendars, arranging travel, tracking mailings, and coordinating with Finance on vendor

Qualifications

• High School Diploma or equivalent.
• Associate degree or higher preferred.
• Paralegal certificate from ABA approved program a plus.

Responsibilities

• Provide administrative support to tax, trusts and estate planning attorneys preparing correspondence and legal documents.
• Prepare, revise, proofread and redline transactional documents and transmit correspondence to clients and agencies.
• Organize estate planning binders, manage attorney calendars, schedule meetings and arrange travel.
• Track certified mailings and deliveries, prepare intake packages and transcribe voice recordings.
• Collaborate with attorneys and Finance to review vendor payments and attorney expense reports.
• Assist with overflow work and miscellaneous tasks as needed.

Skills

Communication

Organizational skills

Attention to detail

Calendar management

Team collaboration

Education

High School Diploma or equivalent

Associate degree or higher preferred

Paralegal certificate (ABA approved) a plus

Job description

Job Title: Tax, Trusts & Estates Paralegal

Location: Irvine, CA 92614

Salary/Payrate: $80k – $105k (some flex), bonus and awesome benefits

Work Environment: 5 days onsite for the first 30 days, then 1 Day WFH

Term: Fulltime

Bachelor’s degree required: No

Referral Fee: AMS will pay $500should the person you refer gets hired

Job Description

Our client is seeking a Tax, Trusts & Estates Paralegal to join our team in Irvine. The Tax, Trusts & Estates Paralegal will have superior organizational skills and the ability to balance competing priorities, along with a keen attention to detail and excellent communication abilities. A high degree of professionalism, ability to work independently and ability to work as a member of a dynamic tax, trusts and estate planning team are also desired skills.

Essential Duties

• Harness your communication skills to provide administrative support to tax, trusts and estate planning attorneys preparing correspondence and legal documents while maintaining client contact by phone and correspondence about estate plans.
• Draw on your industry expertise to prepare, revise, proofread and redline transactional documents, as well as create and transmit correspondence to clients and various government agencies.
• Apply your organizational skills to organize and prepare estate planning binders, manage attorney calendars, schedule meetings and arrange travel.
• Employ your attention to detail to track certified mailings and overnight deliveries, prepare new client/matter intake packages and transcribe voice recordings.
• Collaborate with attorneys and Finance to review and process vendor payments and attorney expense reports.
• Engage with peers and other administrative teams to assist with overflow work and miscellaneous other tasks as needed.

Qualifications

• High School Diploma or equivalent. Associate degree or higher preferred.
• Minimum 2 years’ experience in tax, trusts and estate planning or administration.
• Paralegal certificate from ABA approved program a plus.