Estate Planning Paralegal: Trust & Tax Return Expert
LHH
LHH in Irvine, CA seeks an experienced Trust & Estate Planning Paralegal to join our Estate Planning Department. This fully onsite role supports attorneys with sophisticated estate planning matters, trust administration, and transfer tax filings. The ideal candidate is highly organized and detail-oriented with experience handling complex estate planning documents and tax returns. Responsibilities include drafting trusts and related documents, assisting with trust administration, and coordinating #J-18808-Ljbffr LHH
$85k - $120k
...Join a respected, growth-oriented law firm where your trust, probate, and estate planning experience will be highly valued Work closely with attorneys... ...have trust and probate experience. California-based paralegal experience and estate planning exposure are strongly preferred...SuggestedFull timeWork at office- Sari Law Firm in Irvine, CA is seeking a hands-on estate planning paralegal with at least one year of experience drafting wills and trusts. You will draft documents, manage client files from intake through execution, coordinate notarization, and support trust funding....SuggestedWork at office
$130k - $200k
...Description Job Description Tax Manager / Senior Tax Manager – Estates & Trusts Location: Orange County, CA... ...sophisticated tax, advisory, and wealth-planning solutions to high-net-worth... ...trust, individual, and related tax returns Advise high-net-worth individuals...SuggestedWork at officeImmediate startWork from homeFlexible hours- CyberCoders in Irvine, CA seeks an experienced Tax Manager focused on trust and estate taxation to lead complex returns for high-net-worth clients. This in-office role... ...trust, estate, and gift tax returns, advise on planning strategies, mentor staff, and ensure quality across...SuggestedRemote jobWork at officeFlexible hours
- ...Description Job Description Hybrid Trust and Estate Tax Manager - Fiduciary Tax Orange... ...individuals and families on complex tax planning and compliance while managing client relationships... ...review complex fiduciary income tax returns (Forms 1041, 1040, 706, 709) Provide...SuggestedWork at officeLocal areaWork from home2 days per week3 days per week
- ...Senior Tax AssociateWe are seeking a Senior Tax Associate to support tax planning and compliance engagements for high net worth individuals, families, trusts, estates, gift tax matters, and/or closely held businesses... ...preparing complex tax returns, conducting tax research,...Local area
$32.5 - $36 per hour
...-round TurboTax Retail Experts in one of our TurboTax... ...unique opportunity combines tax expertise,... ...Expert, you will serve as a trusted advisor, empowering customers... ...full service tax return preparation, tax advice... ...and provide future tax planning advice. \n Utilize resources...Local area$32.5 - $36 per hour
...-round TurboTax Retail Experts in one of our TurboTax... ...unique opportunity combines tax expertise,... ...Expert, you will serve as a trusted advisor, empowering customers... ...full service tax return preparation, tax advice... ...and provide future tax planning advice. \n Utilize resources...Local area- ...Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare,... ...and review federal and state tax returns for partnerships, C corporations,... ...IRS audits, tax notice response, trust returns, gift and estate returns...Internship
- Talnt in Irvine, CA seeks a Senior Tax Associate to support tax planning and compliance for high net worth individuals, trusts, estates, and closely held businesses. The role involves preparing complex returns, research, and collaboration with senior tax professionals...
$65k - $85k
...Paralegal - Estate Planning An established premier firm based in Irvine, CA with over 50 years in practice is seeking a Paralegal with 2+ years of experience to join their Tax, Trusts, and Estates team in a hybrid capacity after successful completion of the initial...Work experience placementWork at office- ...are a well-established, small law firm in Tustin, seeking a motivated and experienced Paralegal with at least two years of experience to assist in the areas of Estate Planning and Trust Administration. Role Overview: As a Paralegal, you will work closely with the...Work at officeMonday to FridayFlexible hoursWeekday work
- Jobot is seeking a Permanent Tax & Estate Planning Paralegal in California. The role requires a minimum of 5 years’ experience in tax and estate planning, with proficiency in Form 706 and 709 and extensive trust administration. The ideal candidate will have strong research...Permanent employment
$4,500 - $6,000 per month
...hands-on experience drafting wills and trusts in a California law firm. General litigation... ...immigration, corporate, or entry-level paralegal experience does not meet this... ...contract disputes, business formation, and estate planning. We are a small team in Irvine. The work...Full timeContract workWork at office- ...a recognized law firm in Irvine, California, seeks a Paralegal for its Tax, Trusts, and Estates department. This role requires strong customer service... ...attention to detail. You will assist in drafting estate planning documents and communicate with clients. The firm...
$85k - $90k
...legal services in the areas on charitable planning, tax, estate, etc. Salary: $85,000 - $90,000 per... ...the Permanent Tax & Estate Planning Paralegal position should have: A minimum of 5... ...administering both revocable and irrevocable trusts. A solid understanding of tax...Permanent employmentLocal area$95k - $160k
...Plus!Job Description:Withum’s Tax Services Group is made up... ...of tax engagements, from planning to completion, to include supervision... ..., fiduciary, gift and estate and other tax returns, ensuring accuracy and... ...tech executivesServing as a trusted advisor, managing client relationships...Full timeLocal area$201.81k - $382.6k
...High Net Worth Tax Managing Director Are you... ...to" high net worth tax expert? Are you inspired to... ...and family offices, estates and trusts in managing, preserving... ...gift tax, succession planning, valuation and international... ..., gift and state tax returns Lead multiple...Private practice$32.5 - $36 per hour
...dynamic team as a dedicated Tax Expert - TurboTax Store in one of our... ...customers and serving as their trusted advisor, empowering customers... ...to provide full service tax return preparation, tax advice,... ...refunds, and provide future tax planning advice. Utilize resources such...Seasonal workLocal area- ...an experienced and strategic Tax Manager to help lead our tax preparation... ...teams, review complex tax returns, and develop and implement... ...of corporate and personal tax planning strategies ~ Additional... ...partnerships, corporations, and trusts Critically review complex tax...Local areaRemote work
- ...including financial reporting Tax compliance, Tax planning, and proactive advice. Business consulting, Estate planning, M&A, and tax law... ...to become each client’s Most Trusted Advisor (MTA) by delivering global... ...federal and state tax returns for: Individuals (1040) Partnerships...Flexible hours
- ...Junior Paralegal Opportunity The Law Office of Susan A. Katzen is a highly respected boutique law firm in Newport Beach practicing exclusively in Estate Planning, Special Needs Planning, Trust Administration, Probate, Conservatorships, and Settlement Planning. For...Work at officeRemote work
$85k - $145k
LeoForce in Orange County is seeking a mid-level paralegal with T&E experience to support probate litigation, coordinating with attorneys and trial teams. You will prepare court filings, discovery, subpoenas, document productions and witness materials, and provide trial...- Jobot, a national law firm, seeks paralegals with T&E experience to join its growing Orange County practice. The role offers competitive compensation and full benefits, with annual bonuses and room for growth. Responsibilities include preparing court filings, discovery...
- The Law Office of Susan A. Katzen in Newport Beach is seeking a Junior Paralegal who is dependable, organized, and eager to learn. The firm specializes in Estate Planning, Special Needs Planning, Trust Administration, Probate, Conservatorships, and Settlement Planning....Work at office
$85k - $145k
National law firm seeking paralegals with T&E experience to join their growing practice in Orange County! Why join us? Full benefits Competitive salary Bonuses Focus on work/life balance Room for growth Job Details $85-145k base salary Annual bonuses Employer paid benefits...Local area$85k - $145k
...filings, discovery, subpoenas, document productions, witnesses, and providing trial support A bit about us: National law firm seeking paralegals with T&E experience to join their growing practice in Orange County! Why join us? Full benefits Competitive salary Bonuses Focus...$95k - $120k
...advisory firm is seeking a Senior Tax Associate to join its... ...state, and local income tax returns for individuals, partnerships... ...corporations, C corporations, trusts, and estates.Research tax legislation and... ...to support compliance and planning strategies.Assist clients with...Work at officeLocal area$77k - $214k
...ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...and guidance to clients on tax planning, compliance, and strategy. These... ...data, prepare and file tax returns, and assist businesses in meeting... ...to establish a secure and trusted workplace for all.Applications...Full timeSecond jobH1b$90k - $115k
...accounting, audit, financial statement, tax services, fraud detective services... ...corporation, partnership and nonprofit returns.• Prepare trusts, estate and gift tax returns, knowledgeable... ...tax issues.• Assists with year-end tax planning and quarterly estimates; Assists with...Work at officeLocal areaRemote workFlexible hours
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