Private Client and Tax Division

Our advice to fiduciaries covers the design and implementation of new plans, as well as the modernization and consolidation of older trusts. We also assist them in complying with the complex rules surrounding investments, accounting, taxes, and compliance.

This practice generates approximately 55% of the partnership's revenues and is the largest in the world with over 300 people. We advise on domestic and international tax, estate planning, succession and mental capacity laws in Europe, the US and Asia, as well as facilitating our client's philanthropic endeavors. We have immigration teams in the major financial centers and are well placed to deal with tax investigation and litigation cases. Real estate is very important to our clients, and we have a specialist residential and rural team.

The Role

This role will sit in our Los Angeles office.

We are seeking an experienced and highly capable paralegal to join our Private Client & Tax team in Los Angeles. This role is designed for a professional who thrives in a sophisticated practice and is ready to take on meaningful responsibility across complex estate planning and administration matters.

Trust & Estate Administration

• Manage substantial portions of estate and trust administrations in a highly sophisticated environment, with appropriate supervision
• Prepare asset inventories and assist with valuation, retitling, and distribution of assets
• Draft and coordinate Federal estate and gift tax returns
• Identify and analyze estate, gift, income, and property tax issues in collaboration with attorneys
• Support trust funding and ongoing trust administration
• Prepare documentation for asset transfers and beneficiary distributions, including deeds, assignments, receipts, and releases
• Draft probate and court filings
• Assist in the preparation and review of fiduciary accountings

Real Estate Matters

• Review title documents and identify vesting and title issues; coordinate with title companies to resolve issues and obtain title insurance
• Prepare deeds, affidavits, deeds of trust, and related real estate documentation
• Analyze recording requirements across jurisdictions
• Assist with Proposition 13 reassessment analysis and prepare related filings, including change in ownership reports and exclusion claims
• Interface with County Assessor offices on property tax matters

Corporate & Nonprofit Support

• Prepare and file formation documents for corporations, LLCs, and partnerships across jurisdictions
• Coordinate filings with Secretaries of State and other agencies
• Assist with entity maintenance, governance, and compliance matters
• Prepare organizational documents, minutes, and resolutions
• Maintain corporate records and ownership ledgers
• Support tax-exempt organization formation and compliance
• Assist with entity restructuring and dissolution

This list of duties and responsibilities is not exhaustive. It is intended to describe the general content of, and requirements for the performance of this job, and as such, the role may also include the undertaking of additional tasks as required.

Key Skills and Experience

This role supports all aspects of estate planning, post-death trust and probate administration, and ongoing trust administration for high-net-worth clients.

You will have regular interaction with attorneys, senior paralegals, and clients, as well as outside advisors including accountants, appraisers, and fiduciaries.

The ideal candidate is comfortable taking ownership of substantive workstreams while also collaborating across the team to maintain quality, timing, and client service at a high level.

• 3-7+ years of experience as an estate and trust paralegal
• Compliance with California Business and Professions Code §6450 required; Bachelor's Degree preferred
• Strong working knowledge of Excel, Microsoft Word, and Outlook; experience with Visio and document management systems (iManage/FileSite preferred); use of Asana for project management preferred
• Excellent organizational skills with the ability to manage multiple timelines and priorities proactively
• Strong written and verbal communication skills
• High attention to detail with sound judgment in escalating issues appropriately
• Ability to work both independently and collaboratively within a team structure
• Comfort working in a fast-paced, high-expectation environment

For California, the expected salary range for this position is between $100,000 and $125,000. The actual compensation will be determined based on experience and other factors permitted by law

You are someone who:

• Enjoys being trusted with real responsibility
• Is detail-oriented but also understands the bigger picture
• Can move work forward independently while keeping others informed
• Is comfortable operating between junior support and senior strategic input
• Takes pride in precision, responsiveness, and client service

What Makes This Role Different:

• Ownership: You will take the lead on discrete components of complex matters-not just assist
• Exposure: Direct interaction with senior attorneys, clients, and advisors
• Growth: Opportunity to deepen technical expertise while developing judgment and project management skills
• Impact: A central role in keeping matters organized, moving, and aligned across the team