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Law Firm Tax Accountant/Trusts & Estates Administrator

Irvine, CA
At our firm, we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our team’s experience. In addition to health and wellness benefits, we offer weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program. Our FUN Committee organizes small events every month, in addition to several larger events throughout the year including an Admin Day celebration, summer party, Harvest Lunch, and Christmas Lunch. Our staff has the opportunity to take part in our profit-sharing matrix after their five-year anniversary. We recognize that our team is integral to our ability to provide exceptional work, so we work hard for our team.

$75,000 - $110,000 (dependent on experience) - Hybrid

Tax Accountant (3 years of experience)
We are a mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions. We are seeking a Tax Accountant/Trusts & Estate Administration Analyst to work at our firm. The right candidate is someone with at least 3 years of experience in public accounting, looking for a new environment. This person will primarily report to two senior paralegals, a senior associate attorney, and two partners who represent closely held businesses and trusts and estates, providing transactional business, real estate, estate administration, and estate/tax planning services.

Responsibilities and duties include:
  • Preparation of detailed asset and cash flow spreadsheets, financials and diagrams supporting complex tax transactions as directed by Firm Partners
  • Preparation of and/or review of trust accountings
  • Preparation of inventories of assets for clients’ estates (both during clients’ lives and upon death)
  • Bookkeeping for clients with large estates, including tracking entity distributions and promissory note payments, ensuring proper payments are made, preparing amortization schedules, etc.
  • Preparation of Estate Tax Returns (Form 706) and Gift Tax Returns (Form 709) (no prior experience necessary)
  • Preparation of special projects as directed by attorneys
  • Maintenance of meticulous electronic and hard copy files
  • Management of client relationships
  • Client communication

  • A minimum of three years’ public accounting experience required
  • Qualified applicants should have organizational and computer skills, including the ability to multitask and manage several projects at one time.
  • Applicants must have strong Excel skills. Experience in Word and PowerPoint necessary.
  • Applicants must be detail-oriented, team players, highly dependable, and have excellent grammar, spelling, oral, administrative, and interpersonal skills.

  • CPA License renewal fees covered
  • Reimbursement for professional organization fees (AICPA, CalCPA, etc.)
  • 8 medical plan options with employer funded HSA
  • Dental and vision plans
  • 401(k) plan with significant employer matching
  • 38 hour work week - ½ day Fridays
  • Overtime Pay
  • Great working environment
  • Orange County Register 2020 & 2021 Top Workplace winner

Applicants should submit a resume and cover letter.

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