Tax and Estate - Legal Administrator

Tax & Estate Administration / Office Manager

Location: Downtown San Francisco, CA (BART accessible)
Schedule: Hybrid (4 days onsite / 1 day remote; potential flexibility over time)
Compensation: $90,000-$100,000 (flexible up to $115,000+ depending on experience)

About the Firm

boutique law firm specializing in estate planning, tax, and real estate matters. Our practice is a tight-knit, two-attorney team offering a collaborative, low-pressure environment with direct client interaction and meaningful responsibility.

seeking an experienced Tax & Estate Adminin to serve as the operational backbone of the firm. This individual will oversee all administrative, client-facing, and office operations while also supporting legal work related to estate planning and real estate transactions.

This position is ideal for a seasoned legal professional who thrives in a small-office setting, enjoys autonomy, and is looking for a stable, long-term role with full ownership of their responsibilities.

Key Responsibilities

Legal & Administrative Support

• Prepare and coordinate execution of estate planning documents (trusts, wills, powers of attorney, etc.)
• Prepare and record real estate deeds and related filings
• Perform notary services for client documents
• Maintain and organize client files (physical and digital)
• Assist with estate and trust administration matters

Office Operations

• Independently manage all day-to-day office functions for a two-attorney practice
• Serve as the primary point of contact: greet clients, answer phones, and manage scheduling
• Oversee billing, invoicing, and basic financial tracking
• Coordinate vendors, service providers, and office logistics
• Maintain office supplies, equipment, and overall organization

Client Experience

• Provide a polished, high-touch client experience
• Coordinate in-person meetings, document signings, and follow-ups
• Communicate proactively with clients regarding scheduling and document status

Qualifications

• 10+ years of experience in a law firm environment (estate planning, tax, or transactional practice preferred)
• Proven experience preparing and recording deeds and estate planning documents
• Active Notary Public (or willingness to obtain)
• Demonstrated ability to independently manage office operations in a small firm setting
• Strong attention to detail and organizational skills
• Excellent communication and interpersonal abilities
• Stable work history with a focus on long-term tenure

What We're Looking For

• A self-starter who takes ownership and runs with responsibilities independently
• Someone who enjoys wearing multiple hats in a small, entrepreneurial environment
• A professional seeking a long-term, steady role
• A warm, client-facing presence who enjoys building relationships

Why Join Us

• Collaborative and supportive small-firm environment
• No high-pressure or billable-hour-driven culture
• Significant autonomy and ownership of your role
• Hybrid flexibility over time
• Convenient downtown SF location with public transportation access