Drafting & filing probate and administration petitions; assisting fiduciaries with estate administration.
Estate tax returns (Form 706, etc.): Prepare & file federal and state level estate tax returns, including: asset valuation, beneficiary distribution, and closing letter requests.
Corporate Filings (LLCS, Corps., Foundations, etc.): Draft & file documents necessary for the formation and governance of entities, including related state and federal compliance filing (i.e.: annual reports Beneficial Owner Information reports, etc.).
Gift tax returns (Form 709, etc.): Track client gifting and reporting requirements for gift tax returns and draft & file the same.
Draft loan docs, calculate interest & annuity payments.
Effectively communicate & coordinate estate planning action items with clients family offices, accounting firms, and banking teams.
Requirements
A minimum of 2-3 years of experience working as a Paralegal or Legal Assistant
• A bachelors degree and/or a paralegal certification
• Has a meticulous eye for detail
• Is honest and trustworthy
• Is well-organized
• Is accountable and eager take on responsibility, taking the initiative whenever appropriate
• Embraces technology and is willing to implement it to increase efficiency
• Has a drive to produce consistently high-quality work in a fast-paced environment
• Communicates effectively verbally and in writing
• Experience filing Forms 706 and 709
• Mid-level ability of Microsoft Office Suite
o Specifically fluent in Excel and Adobe, (Intapp, iManage and Numbercruncher a plus)
Pay Details: $100,000.00 to $130,000.00 per year
Search managed by: Mandy Cochran
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance