Calendar management, including tax-related deadlines and client calls/meetings.
Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
Estate administration, including prepare and file probate documents, advise and respond to clients.
Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
Prepare trust and estate accountings.
Draft simple wills and correspondence.
Apply for tax identification numbers.
Prepare and file deeds and related documents, review deed records.
Form entities with Secretary of State office.
Prepare corporate minutes and maintain minute books.
Calculate taxes, tax exemptions, and executor fees.
Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.
Skills and Abilities
Excellent written and verbal communication skills.
Strong problem-solving skills.
Strong organizational skills.
Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously.
Ability to take initiative to improve processes while keeping team members informed.
Ability to maintain highest level of confidentiality.
Ability to provide outstanding customer service to internal and external clients/contacts.
Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs.
Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important.
Ability to work with numbers (e.g., basic math, spreadsheets, bank statements).
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.