Estate Planning Paralegal

Location:

Irvine,CA, US

Job Description

Experience:

Senior Level

Salary:

$85,000 - $90,000 per year

Job Details

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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.

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

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