Tax, Trusts & Estates Paralegal- 3683497

AMS Staffing•Irvine, CA

1d•Hybrid

About The Position

Our client is seeking a Tax, Trusts & Estates Paralegal to join our team in Irvine. The Tax, Trusts & Estates Paralegal will have superior organizational skills and the ability to balance competing priorities, along with a keen attention to detail and excellent communication abilities. A high degree of professionalism, ability to work independently and ability to work as a member of a dynamic tax, trusts and estate planning team are also desired skills.

Requirements

High School Diploma or equivalent.
Minimum 2 years' experience in tax, trusts and estate planning or administration.

Nice To Haves

Associate degree or higher preferred.
Paralegal certificate from ABA approved program a plus.

Responsibilities

Provide administrative support to tax, trusts and estate planning attorneys preparing correspondence and legal documents.
Maintain client contact by phone and correspondence about estate plans.
Prepare, revise, proofread and redline transactional documents.
Create and transmit correspondence to clients and various government agencies.
Organize and prepare estate planning binders.
Manage attorney calendars, schedule meetings and arrange travel.
Track certified mailings and overnight deliveries.
Prepare new client/matter intake packages.
Transcribe voice recordings.
Review and process vendor payments and attorney expense reports.
Assist with overflow work and miscellaneous other tasks as needed.