Practice Assistant – Tax, Trusts & Estates

About the role

Jeffer Mangels & Mitchell LLP is seeking a Practice Assistant to support the Tax, Trusts & Estates department in Orange County. The role provides high‑level administrative and executive assistance to attorneys, legal assistants and the office administrator, while offering professional development opportunities.

Key responsibilities

• Collaborate with attorneys and legal assistants to deliver administrative support.
• Prepare correspondence, handle phone calls, and draft written responses to information requests.
• Assist with client intake, including conflicts checks, forms, and engagement letters.
• Manage client and case files in the firm’s document management system.
• Proofread and draft general correspondence, filings, expense reports, notary signing documents, and estate or trial binders.
• Coordinate client email blasts, enter contacts into CRM (DealCloud), and send follow‑up emails.
• Maintain legal files and case rooms, handle file transfers and data entry.
• Transport moderate to heavy items (30–50 lb) as needed.
• Support peers and other administrative teams with overflow work.

Required profile

• Four‑year college degree or equivalent.
• Minimum one year of administrative experience.
• Strong attention to detail and organizational abilities.
• Ability to lift and bend to handle moderate‑weight items.

Required skills

• Microsoft Word
• Microsoft Outlook
• Microsoft Excel
• Microsoft PowerPoint
• DealCloud (CRM)

What we offer

• Full‑time, onsite position (5 days/week) in Irvine, CA.
• Salary range $65,000–$80,000 base per year.
• Ongoing professional development and training.