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Tax and Wealth Planning Paralegal

Posted Jul 06
Full Time
San Francisco, California

Job Details



Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our 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.

Primary Responsibilities

  • 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).


  • BA or BS degree strongly preferred.
  • Associate's degree or paralegal certificate with eight years of comparable work experience.


This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.


Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time.  Walking and standing is often necessary in carrying out job duties.


Worker is required to have close visual acuity to perform an activity such as:  preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.


The salary range for this position applies to the State of California. The salary range reflects a variety of factors that are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for a position. A reasonable estimate of the current range for this position is $77,000 to $115,000.

For information on Fox Rothschild's compensation and benefits visit: Compensation & Benefits (


Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.

The above is intended to describe the general content of and requirements for the performance of this job.  It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will.  Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation.  If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position.

Equal Opportunity Employer - vets, disability



Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)