Paralegal (Tax Strategy & Legal Implementation Specialist)

Paralegal (Tax Planning & Legal Implementation Specialist)

Momen Tax Services is a leading tax advisory firm helping creators, entrepreneurs, and high-earning individuals strategically and ethically reduce their tax burden.

Founded by Jasmine Hajimomen, a nationally recognized tax strategist, author, advisor, and speaker, the firm is known for its high-touch, relationship-driven approach to tax planning. Our work integrates tax strategy, legal implementation, asset organization, and legacy planning to support long-term wealth building for creators and business owners.

As demand for Jasmine Hajimomen's advisory work continues to grow, we are expanding our internal team to ensure tax strategies are not only designed—but implemented accurately, efficiently, and consistently.

Position Overview:

Momen Tax Services is seeking a Paralegal (Tax Planning & Legal Implementation Specialist) to join our in-office team.

This role is responsible for executing tax planning implementations after strategies are designed and approved by Jasmine Hajimomen and the tax advisory team. You will not provide tax or legal advice. Instead, you will ensure that approved strategies move from concept to completion through precise documentation, software implementation, and client coordination.

This position is ideal for:

• An experienced paralegal with strong execution skills, or
• A legally trained professional (including a recent law graduate) who enjoys structured implementation, systems, and client-facing responsibility within a clearly defined scope

What You'll Be Responsible For:

Tax Planning & Legal Implementation (Primary Focus)

• Prepare and customize contract templates tied to specific tax planning strategies (entity structures, compensation strategies, and related planning)
• Support trademark applications, filings, and follow-up tracking (training provided)
• Implement approved tax strategies within:
• Instead (tax planning implementation software – structured data entry and tracking)
• Asset-Map (to illustrate clients' tax planning, assets, and legacy positioning as part of Jasmine Hajimomen's Creators Wealth & Legacy Trifecta)

Accuracy, consistency, and attention to detail are essential in this role.

Trust & Estate Planning Support:

• Coordinate trust implementation using third-party document preparation platforms
• Participate in and, with training, independently lead trust intake conversations, including:
• Gathering questionnaire information
• Clarifying trust goals, requirements, and inclusions
• Ensuring completeness and readiness for document preparation
• Serve as the internal point person for trust-related workflows

(No legal advice is given in this role; all work follows defined scope and process.)

Client Meeting Participation & Growth:

• Join client meetings related to:
• Trust and estate planning intake
• Implementation-related walkthroughs
• Scope-specific follow-ups
• Progress into independently leading implementation-focused client meetings once trained
• Ensure all client-facing materials are accurate, complete, and meeting-ready

Internal Coordination & Execution:

• Work closely with Jasmine Hajimomen, the Tax Manager, and the advisory team
• Track implementation status and follow up on outstanding items
• Maintain organized documentation across all platforms and systems
• Support a seamless transition from strategy design to execution

What Success Looks Like in This Role:

• Tax planning strategies move efficiently from approval to implementation
• Client records, contracts, and planning tools are complete and accurate
• Advisors are freed to focus on strategy and relationships—not execution follow-up
• Clients experience a professional, organized, and confident implementation process
• Over time, you confidently lead scope-specific implementation meetings

What You Need to Succeed:

• Paralegal experience or legal education (JD welcome but not required)
• Strong familiarity with:
• Contracts and legal templates
• Structured documentation and intake workflows
• Comfort participating in and leading trust and estate planning intake conversations
• High attention to detail and strong process discipline
• Ability to operate confidently within defined scope (implementation, not advice)
• Tech-forward mindset and willingness to learn new platforms
• Clear, professional client communication skills

Preferred (but not required):

• Experience with trademark filings
• Experience in tax, estate planning, or financial services
• Experience supporting client-facing professionals in regulated environments

Compensation & Perks:

• Compensation: $32–$35/hour (based on experience)
• Paid Time Off (PTO)
• Paid Sick Leave
• Paid Major Holidays
• Health Insurance Benefits
• In-office, collaborative team environment
• Exposure to advanced tax, asset, and legacy planning
• Structured training, systems, and leadership support
• Clear growth path in responsibility and client-facing work

Our Core Values:

• Integrity & Transparency
• Precision & Accountability
• Client-Centered Service
• Collaboration & Excellence

Equal Opportunity Employer: Momen Tax Services is an equal-opportunity employer.

Employment offers are contingent upon a background check and NDA implementation.

Interested? Please email , with CC:

Job Type: Full-time

Pay: $ $35.00 per hour

Benefits:

• Health insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Professional development assistance

Experience:

• Paralegal: 3 years (Required)

License/Certification:

• Paralegal Certificate (Required)

Location:

• Fountain Valley, CA Required)

Work Location: In person