Tax, Trusts & Estates Paralegal- 3685306

AMS Staffing, Inc.; Laredo (TX); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Bonus

Awesome benefits

Job summary

AMS Staffing, Inc. is seeking a Tax, Trusts & Estates Paralegal to support attorneys in estate planning, trust and estate administration, and related tax matters in Century City, CA.

The role requires strong independence in fast-paced environments and clear communication with attorneys and clients. The ideal candidate will have 5+ years of paralegal experience in tax/trusts/estates, a four-year degree (or equivalent), and an ABA-approved paralegal certificate.

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 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.

Skills

5+ years experience

Education

Four-year college degree or equivalent

ABA approved paralegal certificate

Job description

Job Title:
Tax, Trusts & Estates Paralegal

Location:
Century City, CA 90067

Salary/Payrate:
$120K - $150K, 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 $500 should the person you refer gets hired

Job Description:

Our client 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.