Tax, Trusts & Estates Legal Assistant

This Jobot Job is hosted by: Phil Fabio
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $85,000 - $105,000 per year

A bit about us:

We are a client-focused law firm committed to delivering high-quality results and exceptional service. Our team works across sophisticated legal matters and values achievement, adaptability, initiative, professionalism, and resourcefulness.

We foster a collaborative environment where individuals are trusted to take ownership of their work while working closely with attorneys, clients, and colleagues across the organization. We are looking for professionals who take pride in their work, bring strong organizational skills, and thrive in a dynamic, team-oriented setting.

Why join us?

This is an opportunity to become an integral part of a collaborative Tax, Trusts & Estates team supporting attorneys on sophisticated client matters.

You’ll have the opportunity to:

Work closely with experienced attorneys and gain exposure to tax, trusts, and estate planning matters.

Take on a varied role combining legal administrative support, client communication, document preparation, and coordination.

Build strong relationships with attorneys, clients, and colleagues across the firm.

Use your organizational and communication skills in a role where attention to detail and initiative are highly valued.

Join a professional, collaborative environment where your contributions directly support the success of the team.

Enjoy a competitive base salary of $85,000–$105,000, along with a hybrid schedule following an initial onboarding period.

Job Details

Position: Tax, Trusts & Estates Legal Assistant
Location: Irvine, CA
Employment Type: Non-Exempt
Schedule: 5 days/week onsite for the first 30 days; thereafter, 4 days/week onsite and 1 day/week remote
Base Salary: $85,000–$105,000

The Role
We are seeking a highly organized and detail-oriented Legal Assistant to support a dynamic Tax, Trusts & Estates team. The successful candidate will be comfortable balancing competing priorities, communicating professionally with clients and colleagues, and working independently while contributing effectively as part of a team.

Key Responsibilities
Provide administrative support to Tax, Trusts & Estates attorneys, including preparing correspondence and legal documents.

Communicate with clients by phone and correspondence regarding estate planning matters.

Prepare, revise, proofread, and redline transactional documents.

Prepare and transmit correspondence to clients and government agencies.

Organize and prepare estate planning binders and other client materials.

Manage attorney calendars, schedule meetings, and coordinate travel arrangements.

Track certified mailings and overnight deliveries.

Prepare new client and matter intake packages.

Transcribe voice recordings and assist with other document-related tasks.

Collaborate with attorneys and Finance to review and process vendor payments and attorney expense reports.

Work collaboratively with other administrative teams to assist with overflow work and additional projects as needed.

Qualifications
High school diploma or equivalent required; Associate degree or higher preferred.

At least 2 years of experience in tax, trusts and estates, estate planning, or a related legal environment.

Strong organizational skills and exceptional attention to detail.

Excellent written and verbal communication skills.

Ability to manage multiple priorities and deadlines effectively.

High degree of professionalism and discretion.

Ability to work independently while also contributing effectively to a collaborative team.

Paralegal certificate from an ABA-approved program is a plus.

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

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