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Tax and Wealth Planning Paralegal

United States, San Francisco 100000.00 - 125000.00 USD / Year · Job Posted December 06, 2025
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Job Description

Seeking a Taxation and Wealth Planning Paralegal for a firm’s San Francisco office. We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.

Job Responsibility

  • 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

Requirements

  • BA or BS degree strongly preferred
  • Associate's degree or paralegal certificate with eight years of comparable work experience
  • Minimum of eight (8) years of experience
  • Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook
  • Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products
  • Ability to work with numbers (e.g., basic math, spreadsheets, bank statements)
  • 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

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