Paralegal - Trusts, Estates & Wealth Preservation - Oakland
Job Description
Job Description
Paralegal – Oakland – Trusts, Estates & Wealth Preservation
Salary: $110,000-$120,000/year
Total Rewards
- Competitive Base Salary + Annual Merit Increases
- On-the-Spot Monthly Bonus Program
- Workplace Flexibility Options
- 401k Retirement Plan w/ Employer Match & Profit-Sharing Component
- Health, Dental and Vision Coverage + Employer Premium Contribution
- Employer-Paid Group Term Life Insurance
- Paid Time Off and Paid Holidays
- Employee Wellness Program
- Employee Assistance Program
Fennemore is seeking an experienced full-time TRUSTS & ESTATES PARALEGAL to support our Oakland, CA office. The paralegal is responsible for supporting multiple attorneys in Trusts, Estates & Wealth Preservation. Ideal candidates will have a minimum of 5 years of related experience.
Responsibilities
- Assisting attorneys with the preparation of fiduciary, gift and estate tax returns, and fiduciary accountings
- Assisting attorneys with the analysis and administration of trust and estate accounts, including disbursements, bill paying, and bank account reconciliations, management of assets, collections, distributions, and asset valuations
- Preparation of probate documents, including accounting reports, asset inventories, petitions and court orders
- Initiating and responding to correspondence and phone calls from clients, government agencies, and other parties regarding trusts and estates
Qualifications
- Bachelor's degree in accounting or finance with 5+ years of experience in trust and estate administration; or
- A postgraduate degree in accounting, and/or CPA certification, with a minimum of one (1) year of experience in trust and estate administration
- Extensive knowledge of estate planning and the administration of trust and probate estates is recommended
- Proficiency in the common collection of Microsoft Office software, especially Microsoft Excel
- Familiarity with estate planning and tax preparation software is advantageous
- Strong organizational skills, detail-oriented, and the ability to manage several projects to completion on a deadline
- Strong interpersonal skills and the ability to interface with all levels within the firm and externally with clients and other professional advisors, as needed
Fennemore is a full-service business law firm with a 140-year legacy of excellence and a future defined by innovation. We are not your traditional law firm, and that's on purpose. With over 20 offices across the Western U.S., we're breaking growth records as one of the fastest-growing firms in the country. We embrace change, set new standards for how a modern law firm operates, and create environments where both clients and colleagues thrive.
Our people-first philosophy is built on collaboration and creativity. Industry recognition for retention, workplace culture, and job satisfaction reflects that commitment.
We're proud to foster a strong sense of community, a genuine commitment to work-life balance, and a diverse and inclusive work environment where passionate professionals feel valued and supported.
PLEASE CONSIDER APPLYING TODAY
Fennemore is an equal opportunity employer and encourages people from all social, economic, and ethnic groups, as well as individuals with disabilities, to apply for our positions. Fennemore is dedicated to maintaining an atmosphere that promotes the diversity of personal backgrounds, experiences, abilities, perspectives, and ideas. If your experience and qualifications are close to what you see listed here—even if not a perfect match—please still consider applying. If you require assistance or need reasonable accommodations at any point in the application or interview process, please let us know.
The above statements describe the general nature and level of work being performed by people assigned to this position. They should not be construed as an exhaustive list of all responsibilities, duties, and skills. Employees may be required to perform duties outside their normal assigned responsibilities as needed.
Salary: $110,000-$120,000/year