Tax, Trusts & Estates Legal Assistant

Jeffer Mangels & Mitchell LLP

Legal Assistant supporting tax, trusts, and estate planning attorneys at JMM, a client-focused Los Angeles law firm. Preparing legal documents, coordinating calendars and travel, managing client correspondence, and processing administrative matters.

Posted 8/6/2026full-timeLos Angeles • California • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong administrative support capabilities in tax, trusts, and estate planning, with a focus on document preparation, client communication, and organizational skills. Proficient in managing attorney schedules and collaborating effectively within a legal team environment.

Highest-signal resume keywords

Tax, Trusts, And Estate Planning ExperienceDocument Preparation And ProofreadingClient CommunicationOrganizational SkillsParalegal Certificate

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Document PreparationLegal CorrespondenceTransactional Document RedliningClient Intake PackagesCalendar ManagementTravel ArrangementMail TrackingVoice Recording TranscriptionVendor Payment ProcessingExpense Report Management

Soft Skills

Organizational SkillsAttention To DetailCommunication AbilitiesProfessionalismAbility To Work Independently

Certifications & Qualifications

Paralegal Certificate

Industry Keywords

Tax PlanningTrustsEstate PlanningLegal AdministrationABA Approved Program

About the role

Key responsibilities & impact

Provide administrative support to tax, trusts and estate planning attorneys
Prepare correspondence and legal documents
Maintain client contact by phone and correspondence about estate plans
Prepare, revise, proofread and redline transactional documents
Create and transmit correspondence to clients and government agencies
Organize and prepare estate planning binders
Manage attorney calendars and schedule meetings
Arrange travel
Track certified mailings and overnight deliveries
Prepare new client/matter intake packages
Transcribe voice recordings
Collaborate with attorneys and Finance to review and process vendor payments and attorney expense reports
Assist with overflow work and miscellaneous tasks as needed

Requirements

What you’ll need

High School Diploma or equivalent
Associate degree or higher preferred
Minimum 2 years' experience in tax, trusts and estate planning or administration
Paralegal certificate from ABA approved program a plus
Superior organizational skills
Ability to balance competing priorities
Keen attention to detail
Excellent communication abilities
High degree of professionalism
Ability to work independently
Ability to work as a member of a dynamic tax, trusts and estate planning team

Benefits

Comp & perks

Hybrid work arrangement after the first 30 days: 4 days per week onsite and 1 day remote
Base salary of $85,000 - $105,000 per year