Tax, Trusts & Estates Legal Assistant

Jeffer Mangels & Mitchell LLP

. Provide administrative support to tax, trusts and estate planning attorneys .

Posted 9/21/2026full-timeIrvine • California • United StatesJuniorMid-Level💰 $85,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong administrative support capabilities in tax, trusts, and estate planning, with a focus on document preparation, client communication, and organizational skills. Proficient in managing attorney schedules and collaborating effectively within a legal team.

Highest-signal resume keywords

Tax, Trusts, And Estate Planning ExperienceDocument Preparation And ProofreadingOrganizational SkillsExcellent Communication AbilitiesParalegal Certificate

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Document PreparationLegal CorrespondenceClient Intake PackagesCalendar ManagementTranscriptionProofreadingRedliningVendor Payment ProcessingTravel ArrangementCertified Mailing Tracking

Soft Skills

Attention To DetailAbility To Balance Competing PrioritiesProfessionalismIndependenceTeam Collaboration

Certifications & Qualifications

Paralegal Certificate

Industry Keywords

Estate PlanningTax LawTrust AdministrationLegal Document ManagementClient Communication

About the role

Key responsibilities & impact

Provide administrative support to tax, trusts and estate planning attorneys
Prepare 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
Collaborate with attorneys and Finance to review and process vendor payments and attorney expense reports
Assist with overflow work and miscellaneous other tasks as needed

Requirements

What you’ll need

High School Diploma or equivalent
Minimum 2 years' experience in tax, trusts and estate planning or administration
Paralegal certificate from ABA approved program a plus
Superior organizational skills
Ability to balance competing priorities
Keen attention to detail
Excellent communication abilities
High degree of professionalism
Ability to work independently
Ability to work as a member of a dynamic tax, trusts and estate planning team

Benefits

Comp & perks

Hybrid work arrangement: 4 days/week onsite and 1 day/week remote after the first 30 days
Remote work one day per week after the first 30 days