Private Wealth Paralegal - California, United States - Considine Search

Description

Job Title: Private Wealth Planning Paralegal

Location: Los Angeles, CA

Job Type: Full-Time Hybrid (3 days in office)

Salary: $80,000 - $100,000 per year, based on experience

Job Summary:

We are seeking an experienced Private Wealth Planning Paralegal to join our client's team in Los Angeles, CA. This position will support our attorneys dedicated to estate planning and wealth management for high-net-worth individuals. The ideal candidate will have a robust background in estate planning, probate and trust administration, and be adept at managing detailed compliance and documentation for investment management.

Primary Responsibilities:

• Prepare gift and estate tax returns.
• Manage a variety of probate cases, including probate estates, trust petitions, and occasional guardianship and conservatorship matters.
• Handle complex asset and estate tax returns, ensuring compliance and accuracy.
• Coordinate with attorneys to create tax-efficient wealth management solutions.
• Manage case files, ensuring all necessary documents are accurate and completed in a timely manner.
• Liaise with clients, providing updates and information on their cases as needed.

Qualifications:

• Bachelor's degree required; paralegal certification preferred.
• Minimum of three years of experience in estate planning, probate, and trust administration.
• Comprehensive knowledge of tax laws and regulations relevant to estate planning and wealth management.
• Proficiency in Microsoft Office, especially Word, Excel, and Outlook.
• Excellent organizational, administrative, and communication skills.
• Ability to handle confidential and sensitive information with the appropriate level of discretion.
• Commitment to delivering high-quality work under tight deadlines.