Job Description

A leading California law firm is seeking a Tax, Trusts & Estates Legal Assistant for its Irvine office. This hybrid role supports a dynamic team of tax, trusts and estate planning attorneys and suits a highly organized professional who can balance competing priorities.

The Legal Assistant will prepare correspondence and legal documents and keep in touch with clients by phone and in writing about their estate plans. Responsibilities include preparing, revising, proofreading and redlining transactional documents, and sending correspondence to clients and government agencies. The role also covers organizing estate planning binders, managing attorney calendars, scheduling meetings and arranging travel. Additional duties include tracking certified mailings and overnight deliveries, preparing new client and matter intake packages, transcribing voice recordings, and working with attorneys and Finance to process vendor payments and expense reports. The Legal Assistant will also help other administrative teams with overflow work as needed.

Candidates should have a high school diploma or equivalent (associate degree or higher preferred) and at least two years of experience in tax, trusts and estate planning or administration. A paralegal certificate from an ABA-approved program is a plus. This is a non-exempt position, onsite five days a week for the first 30 days, then four days onsite and one day remote. The base salary range is $85,000–$105,000.