Tax & Estate Planning Paralegal

Jobot

Irvine, CA

JOB DETAILS
SALARY
$85,000–$100,000 Per Year
LOCATION
Irvine, CA
POSTED
Today
Firm providing legal services in the areas on charitable planning, tax, estate, etc

This Jobot Job is hosted by: Mallory Schreiner
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $85,000 - $100,000 per year

A bit about us:

Firm providing legal services in the areas on charitable planning, tax, estate, etc

Why join us?

Medical Benefits
401k
PTO
Competitive pay

Job Details

Qualifications:

The ideal candidate for the Permanent Tax & Estate Planning Paralegal position should have:

1. A minimum of 5 years of experience as a paralegal in tax and estate planning, preferably within the healthcare industry.
2. Proficient knowledge of tax forms 706 and 709.
3. Extensive experience in administering both revocable and irrevocable trusts.
4. A solid understanding of tax planning strategies and techniques.
5. Exceptional research skills, with the ability to interpret complex tax laws and regulations.
6. Excellent written and verbal communication skills, with the ability to explain complex legal and financial matters to a non-technical audience.
7. Strong organizational and multitasking abilities, with keen attention to detail.
8. A bachelor's degree in Law, Finance, or a related field. A paralegal certification is a plus.

This position is a thrilling opportunity to make a significant impact in a fast-paced, innovative environment. If you are a dedicated, ambitious professional with a passion for tax and estate planning, we would love to hear from you.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com