Trusts and Estates Paralegal

2 weeks ago

Irvine, United States AMS Staffing, Inc. Full time
Job DescriptionJob Description

Please send resume in word format should you be interested in the following Trusts and Estates Paralegal position located downtown Irvine, CA. This is a full-time, direct-hire position with a salary between 90-100K plus awesome benefits. If youre not interested, please pass along to your colleagues as we do pay referral fees.

Location: Irvine, CA

Salary: 90-100K (non-exempt)

Work Environment: Hybrid 4 days in office per week

Daily working hours: 9-5

Vaccination required: YES

Must have a minimum of 7 to 10 years experience as a paralegal in the trusts and estates department of a top AmLaw firm.

JOB DESCRIPTION

The Trusts and Estates Paralegal is responsible for drafting estate planning documents and for handling all aspects of trust administration at the direction of the Tax attorneys in the Orange County office.

DUTIES AND RESPONSIBILITIES

Drafts estate planning documents, including wills, living trusts, irrevocable trusts and asset transfers; assists with post mortem trust administration, including assessor forms, statutory notices, creation of sub trusts, and allocation of assets; prepares or reviews estate tax returns (Form 706) and gift tax returns (Form 709); prepares or reviews accountings; drafts real estate deeds and other asset title documents; forms LLCs, corporations and partnerships, including charitable entities; prepares purchase and sale agreements for inter-family transfers.

KNOWLEDGE, SKILLS AND ABILITIES

  • Strong knowledge of post death trust administration
  • Experience drafting federal gift and estate tax returns, preferably with ProSystems
  • Understanding of tax-exempt organizations
  • Excellent verbal and written communication skills
  • Superior organization skills and attention to detail
  • Advanced computer skills, including all Microsoft Office applications (Word, Excel, Outlook, PowerPoint, etc.)
  • Advanced knowledge of Hot Docs, Aderant, iManage and Adobe
  • Extensive experience interacting directly with clients and keeping them informed
  • Ability to interact well with attorneys, staff and third party vendors
  • Notary Public a plus

EDUCATION

Four-year college degree or equivalent and ABA approved paralegal certificate.


  • Trusts and Estates Paralegal

    1 week ago

    Irvine, United States LaBine and Associates Full time

    Job DescriptionJob DescriptionOur esteemed estate planning law firm client is in search of a Trust & Estates Paralegal with at least 3 years of professional experience to join their new office in Newport Beach, CA. As their firm expands, they're are actively seeking a dedicated full-time paralegal to thrive in a collaborative setting, presenting...

  • Trusts and Estates Paralegal

    1 week ago

    Irvine, United States LaBine and Associates Full time

    Job DescriptionJob DescriptionOur esteemed estate planning law firm client is searching for a Trust & Estates Paralegal with at least 3 years of professional experience to join their new Newport Beach, CA office. As their firm expands, they seek a dedicated full-time paralegal to thrive in a collaborative setting, presenting opportunities for career...

  • Attorney | Trust

    2 weeks ago

    Irvine, United States Mission Recruiting Full time

    Job DescriptionJob DescriptionMission Recruiting is representing a Newport Beach law firm in search of a skilled and enthusiastic Trusts & Estate Attorney.As a Trusts & Estate Attorney, you will play a pivotal role in providing comprehensive legal services pertaining to trusts and estates. Your primary responsibilities will include representing clients in...

  • Attorney | Trust

    1 week ago

    Irvine, United States Mission Recruiting Full time

    Job DescriptionJob DescriptionMission Recruiting is representing a Newport Beach law firm in search of a skilled and enthusiastic Trusts & Estate Attorney.As a Trusts & Estate Attorney, you will play a pivotal role in providing comprehensive legal services pertaining to trusts and estates. Your primary responsibilities will include representing clients in...

  • Legal Secretary/Paralegal/Assistant

    1 week ago

    Irvine, United States Bentler Mulder LLP. Full time

    Job DescriptionJob DescriptionJob Description:We are seeking a dynamic and motivated individual to join our team as a Legal Secretary/Paralegal. This role is crucial in supporting our firm's operations, ensuring smooth workflow, and delivering exceptional service to our clients.Responsibilities:Assist attorneys in all aspects of legal case preparation...

  • Sr. Paralegal, New Restaurant

    Found in: Careerbuilder One Red US C2 - 2 days ago

    Irvine, CA, US Chick-fil-A, Inc. Full time

    Overview The Sr. Paralegal is responsible for providing legal counsel and direction associated with the acquisition and development of new restaurant locations. This person will report to a Director leading several New Restaurant Development regions. The right person for this role will have experience in all aspects of commercial real estate transactions,...

  • Tax Manager, CPA

    1 week ago

    Irvine, United States RES Consultant Group Full time

    Job DescriptionJob DescriptionNationally ranked CPA firm is hiring HYBRID tax professionals who have experience working in one or all of the following client industries; Construction, Real Estate, Pro Athletes, Manufacturing or Distribution. This a great opportunity to advance your tax career in this space, or learn a niche. Recent CPA firm experience is a...

  • Senior Tax Associate

    4 days ago

    Irvine, United States Pop-Up Talent Full time

    Job DescriptionJob DescriptionSenior Tax AssociateIrvine, CA JOB DUTIES AND RESPONSIBILITIESPrepare and initial review of simpler individual, corporation, partnership and nonprofit returnsPrepare trusts, estates, and gift tax returns; being knowledgeable of estate & trusts is a plusAssume tax preparation for more complex tax returns, including...

  • Business Purpose Lending

    1 week ago

    Irvine, United States Redwood Trust Inc Full time

    Job DescriptionJob DescriptionBusiness Purpose Lending (BPL) – Operations InternApplicants must be available for a full-time 10-week paid internship program June 3 – August 9, 2024.CoreVest, a division of Redwood Trust, Inc., is the leading private lender to residential real estate investors nationwide. The Business Purpose Lending (BPL) Operations...

  • Tax Manager, CPA

    1 week ago

    Irvine, United States RES Consultant Group Full time

    Job Description Job Description Nationally ranked CPA firm is hiring REMOTE/HYBRID tax professionals who have experience working with private companies and not-for-profit organizations operating in a wide range of industries, including construction, insurance, real estate, and manufacturing. This a great opportunity to advance your tax career in this space,...

  • Tax Manager, CPA

    Found in: Resume Library US A2 - 1 week ago

    Irvine, California, United States RES Consultant Group Full time

    Nationally ranked CPA firm is hiring HYBRID tax professionals who have experience working in one or all of the following client industries; Construction, Real Estate, Pro Athletes, Manufacturing or Distribution. This a great opportunity to advance your tax career in this space, or learn a niche. Recent CPA firm experience is a must. CPA license REQUIRED. ...

  • Tax Manager, CPA

    Found in: Talent US C2 - 2 weeks ago

    Irvine, United States RES Consultant Group Full time

    Nationally ranked CPA firm is hiring REMOTE/HYBRID tax professionals who have experience working with  private companies and not-for-profit organizations operating in a wide range of industries, including construction, insurance, real estate, and manufacturing. This a great opportunity to advance your tax career in this space, or learn a niche. Recent CPA...

  • Tax Manager, CPA

    3 hours ago

    Irvine, United States RES Consultant Group Full time

    Nationally ranked CPA firm is hiring REMOTE/HYBRID tax professionals who have experience working with private companies and not-for-profit organizations operating in a wide range of industries, including construction, insurance, real estate, and manufacturing. This a great opportunity to advance your tax career in this space, or learn a niche. Recent CPA...

  • Product Manager

    1 week ago

    Irvine, United States Kuraray America , Inc. Full time

    Product Manager Job Description Job Description Summary Design the strategy of the product including conception, test, execution and marketing. Manage cross-organization efforts and the use of leading technology. OVERVIEW CoStar Group is the world’s leading provider of information and marketing solutions for the Commercial Real Estate industry. We are a...

  • Business Development Representative

    1 week ago

    Irvine, United States Lima One Capital LLC Full time

    Job Type Full-time Description Job Summary: In this key Outside Sales position, you will be responsible for selling the Lima One product suite by growing business partner relationships, tapping into your network, and ultimately sourcing and developing relationships with successful real estate investors. You clearly educate the market on the Lima One product...

  • Tax Manager, CPA

    2 weeks ago

    Irvine, United States RES Consultant Group Full time

    Job DescriptionJob DescriptionNationally ranked CPA firm is hiring REMOTE/HYBRID tax professionals who have experience working with private companies and not-for-profit organizations operating in a wide range of industries, including construction, insurance, real estate, and manufacturing. This a great opportunity to advance your tax career in this space, or...

  • Tax Manager

    2 weeks ago

    Irvine, United States JLK ROSENBERGER LLP Full time

    Job DescriptionJob DescriptionDescription:About JLK Rosenberger:JLK Rosenberger is a regional certified public accounting firm and one of the top 10 insurance practices in the nation. We are focused on serving the audit, accounting and tax needs of private companies and not-for-profit organizations operating in a wide range of industries, including...

  • Tax Professionals

    2 weeks ago

    Irvine, United States RES Consultant Group Full time

    Job DescriptionJob DescriptionRegional certified public accounting firm focused on serving the audit, accounting and tax needs of private companies and not-for-profit organizations operating in a wide range of industries is hiring REMOTE/HYBRID Tax Seniors and Tax Managers who have large Insurance (C-Corp) client industry experience. This a great opportunity...

  • Senior Tax Associate

    2 weeks ago

    Irvine, United States RES Consultant Group Full time

    Job DescriptionJob DescriptionRegional certified public accounting firm focused on serving the audit, accounting and tax needs of private companies and not-for-profit organizations operating in a wide range of industries, including construction, insurance, real estate, and manufacturing. is hiring REMOTE/HYBRID tax professionals. This a great opportunity to...

  • Tax Professionals

    2 days ago

    Irvine, United States RES Consultant Group Full time

    Job DescriptionJob DescriptionCompany DescriptionNationally ranked CPA firm is hiring REMOTE tax professionals who have experience working with insurance company clients. Also seeking Tax Managers and Tax Seniors who reside near Irvine, CA who have worked with clients in the Construction, Real Estate, Pro Athletes, Manufacturing and  Distribution...