IrvineRecruiter Since 2001
the smart solution for Irvine jobs

Tax, Trusts, & Estates Paralegal

Company: Brown & Streza LLP
Location: Irvine
Posted on: June 24, 2022

Job Description:

Brown & Streza, LLP is a mid-sized law firm in Orange County, California that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions.
Tax, Trusts, & Estates ParalegalWe are seeking a detail-oriented Paralegal to work with several estate planning Attorneys. The position involves assisting the Attorneys with fast-paced document intensive projects and a heavy workload.
Responsibilities and duties include:

  • Assisting in initial drafting of estate planning documents.
  • Funding trusts with client assets.
  • Meeting and communicating with clients and client advisors.
  • Recording of deeds with accompanying transfer documents.
  • Maintaining client files.
    • Minimum 2+ years of estate planning experience.
    • Experience drafting revocable living trusts and other foundational estate planning documents.
    • Strong follow-up and follow-through skills.
    • Excellent organization, time management, proofreading, and word processing skills are essential.
    • Current ABA-approved Paralegal certificate.
    • Knowledge of WealthDocs is a plus.
      Physical Requirements:
      • Frequent standing and walking
      • Sitting for up to four hours at a time
      • Bending and stooping as needed
        • PPO medical plan with employer funded HSA
        • 401(k) plan with significant employer matching
        • Half-day Fridays
        • Great working environment
        • Orange County Register 2020 and 2021 Top Workplace winner
          Applicants will be asked to submit a resume and cover letter.

Keywords: Brown & Streza LLP, Irvine , Tax, Trusts, & Estates Paralegal, Accounting, Auditing , Irvine, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Irvine RSS job feeds