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Career Opportunities

Welcome and thank you for your interest in career opportunities with Katzen Law Offices. 

HOW TO APPLY:

This will be a multi-step interview process so we can get to know each other and make sure we are a good fit; this is the first step. If you don't follow the instructions for applying, your journey stops here. (Yes, we are serious about this. Following instructions is important for members of our professional legal staff.) 

Send an email to [email protected] and attach a PDF of your résumé and a cover letter. The letter should tell us (a) why you would be great in the role for which you are applying, (b) why does a growing law firm need a professional staff that follows processes and systems, and (c) what is the last book that you read and what did you learn from it?

The subject line of the email should have your last name along with the word Rotartsinimda. So for John Smith, the subject line would read “Smith Rotartsinimda.”

We currently have the below positions open for hire:

 

The Law Office of Susan A. Katzen provides personalized legal services and peace of mind that empowers our clients to plan for and protect the two most important things in their lives: the people they love—especially those loved ones with a disability—and the assets they possess to ensure family harmony. Our law firm is seeking a sharp, detail-oriented individual to join our billing department as a billing specialist where you will have the opportunity to work with attorneys and law firm staff to revise, process, and issue accurate invoices. If you have at least one (1) year of law firm billing experience, enjoy crunching numbers, and thrive in a fast-paced work environment, we would love to hear from you!

Responsibilities

  • Prepare monthly invoices for review by the attorneys
  • Record and maintain client expenses, costs advanced by the firm, reimbursements, and payments
  • Revise and finalize invoices in accordance with attorneys' edits
  • Send invoices and statements to clients through various channels (mail, e-mail, etc.)
  • Communicate with clients to collect on invoices, answer billing questions, resolve billing issues, and establish payment plans
  • Process incoming payments to appropriate accounts and maintain precise financial records
  • Run accounts receivable reports to keep track of past due accounts and follow up on payment
  • Keep track of and enter time spent on activities contemporaneously with performance of the activity
  • Reconcile client accounts in firm's practice management software
  • Collaborate with billing department and attorneys to develop and improve the firm's billing procedures
  • Perform other miscellaneous general office tasks as assigned

Qualifications

  • Minimum of one (1) year working as a billing specialist in a law firm environment
  • High school diploma or equivalent
  • Available to work a full-time schedule in the office
  • Attention to detail and accuracy with superb written, verbal, and organizational skills
  • You provide exceptional customer service
  • Possess superior time management skills and are able to work in a fast-paced environment
  • Proficient working with Microsoft Word and Excel, various computer programs, databases, and software (working knowledge of Quickbooks and/or Actionstep is a huge plus!)
  • You don't think answering the phone, making coffee, or getting clients a beverage is beneath you
  • You must be a positive, high-energy team player who is results-oriented!
  • Bilingual in English and Spanish is a plus!

Compensation

$16 - $23 hourly DOE

We provide:

  • Professional and personal development opportunities
  • Team building events
  • Flexible schedule
  • Paid vacation, sick days, and holidays
  • Health Insurance Benefits
  • 401K plan with employer matching (after qualification period)
  • We also love to give back to the community! Volunteer opportunities are available throughout the year.

Apply here


The Law Office of Susan Katzen is a Trust, Estates, and Special Needs law firm located in NewportBeach. Our firm provides exceptional personalized legal services and peace of mind that empowers our clients to plan for and protect the two most important things in their lives: the people they love and the assets they possess. Our firm is growing, and we are seeking a positive and compassionate full-time paralegal who is looking for a career position where he/she can grow with a firm, be challenged, and work in a familial and collaborative environment.

This is an entry-level, full-time Junior Paralegal position for the right person who wants to train andbuild a career with us! We are an entrepreneurial law firm small enough that everyone is a critical part of the team, yet big enough to offer the security and benefits you want. Employees of our firm know the Owner, have daily interaction with our clients, and help us grow the firm.

The benefits we provide include:

  • Continuing education
  • Professional development opportunities
  • Flexible work schedule
  • Paid vacation
  • Paid sick days
  • Paid holidays
  • Health insurance
  • 401K plan with employer matching (after the qualification period)

We also love to give back to the special needs community so volunteer opportunities are available throughout the year.

Responsibilities for the position include:

  • Preparing initial drafts of Trusts, Petitions, proposed Orders, Declarations, Supplementsin response to Probate Notes, Notices to Government Agencies, Receipts, cover letters, and other documents.
  • Mail-serving notice and
  • Checking Probate
  • Filing documents with the Court, including e-
  • Scheduling court appearances and preparing case files for
  • Communicating with clients, other law firms, trustees, settlement brokers, financial advisors, bond companies, court clerks, and other personnel.
  • Calendaring and maintaining
  • Answering phones, scheduling meetings and conferences calls, handling new client intakes, and assisting with other administrative tasks in the office.

Minimum qualifications are as follows:

  • 1 year of experience working as a paralegal or legal assistant is preferred, but will train the right candidate who has less experience.
  • Paralegal certification or qualify as a paralegal under California Business & Professions Code 6450.
  • Ability to work full-time in the office
  • Computer skills, including proficiency in Microsoft Word and Excel (knowledge of Actionstep is a plus!)

To apply for this position, please email your resume to [email protected] The subject line of the email should contain your last name (all caps), followed by the position you are applying for in lower case, followed by one word that you would use to describe yourself in all caps.

[For example: SMITH paralegal AWESOME].

Compensation:

$18-$22 hourly (DOE)

Apply here

We are a growing, small law firm looking for an experienced Professional Legal Administrator to take us to the next level and beyond. This is an executive level position responsible for a wide range of activities in all phases of administration, personnel, finances, facilities, and business systems.

We need someone with significant hands-on experience. You will handle key administrative responsibilities and play a major role in shaping firm culture.

The successful applicant will have experience managing a team of more than 10 people and should have experience managing a budget of more than $2,500,000. This is not a position for an “Office Manager” or an “Administrative Assistant.”

We have put a lot of energy into building our “A team” and we need to take it to the next level. As you know, the Legal Administrator is a key hire; it is crucial that we get this right! Our process might take a little longer than you're used to…but it's worth it. If you take the time to read this ad and follow the instructions to apply, we will be excited for the chance to learn more about you.

Responsibilities

This position is responsible for overseeing and improving both our team and our systems.

  • Our Legal Administrator will be responsible for planning and managing the day-to-day operations of the Firm, and for implementing Firm policies and procedures under the general guidance and supervision of the owner.
  • Our Legal Administrator will work in conjunction to help create and integrate the firm's new initiatives.
  • Our Legal Administrator will create or improve all administrative functions in our firm. We are building a firm where systems run the business, and people run the systems.
  • Our firm has been very successful, and we have grown rapidly without the guidance of a Legal Administrator. We are proud of the firm we've built; we've done a lot of good, and we've gotten a lot of stuff right! But there is a lot of room for improvement and expertise. The right person for this position is someone we can develop trust in and who will trust in us. The right person for this position will be able to “manage up” to help us help you get your job done.

Qualifications

We need someone with the experience and maturity to keep the Firm's needs in the forefront and work closely with the Owner and key staff on strategy, policy, problem-solving, and decision-making. Our ideal candidate understands that you cannot manage what you do not measure – and can help us figure out how to build systems to ensure we can measure and manage effectively.

We are looking for a professional who has already worked at an executive level in law firm operations.

You must be able to show evidence of your prior success with:

  • Business process refinement and systems management to ensure profitable operation of the Firm
  • Systems management to ensure matters are handed appropriately so that client needs are met, legal & ethical requirements are met, and clients receive excellent service
  • Employee leadership, performance management, supervision (and termination), other Human Resource functions
  • Understand and use common financial reports to make decisions (budget variance, P&L, Cash Flow forecast)
  • Management of bookkeeper, accountant, technology systems and other vendors


What you can do is important. Who you are is equally important. The right person for this role must:

  • Have 4+ years experience as a Legal Administrator
  • Not only adapt to change, but drive it
  • Provide solutions, not just uncover problems
  • Have a high energy level
  • Have thick skin and high empathy
  • Have a sense of humor in equal measure to your sense of compassion
  • Have keen conflict resolution skills (not conflict avoidance skills)
  • Be metrics-driven and KPI-obsessed
  • Be not just comfortable with growth and change but thrives in an environment where people are constantly looking to improve the business and themselves

We need a Firm Administrator who is a rockstar of project management and systems development, who will be invested in making important contributions to the operating and financial success of the Firm. Our business grew fast, and while we are not a “start-up,” we have a growth-focused environment.

Working with us can prove to be the best job you ever had or the most frustrating … depending on your flexibility, team-spirit, commitment to our clients, and your realistic expectations about what it's like to work in a fast- paced growing business with a passionate and entrepreneurial owner.

Knowledge of and trust and estate law, special needs trust planning and/or probate will be helpful but not required. will be helpful but is not required. If you don't know how the estate planning and administration processes work, you need to commit to getting up to speed quickly because you will be expected to make sure cases and clients are getting the attention they need and that the staff is following the rules.

Salary is dependent upon experience and includes an incentive program commensurate with performance. We will define specific KPIs for expected law firm growth, profitability, and culture.

TO APPLY, WE NEED YOU TO FOLLOW THIS PROCESS.

This will be a multi-step interview process so we can get to know each other and make sure we are a good fit; this is the first step. If you don't follow the instructions for applying, your journey will stop here. (Yes, we are serious about this. Following instructions is pretty important for a Law Firm Administrator who is supposed to make sure everyone follows the rules.) Send an email to [email protected] and attach a PDF of your resume' and a cover letter. The letter should tell us (a) why you would be great for this job and (b) what makes you nervous about this job.

The subject line of the email should say: “Your Next Legal Administrator”

We do good work and take great satisfaction in helping navigate a very complex legal system. Nothing makes us happier than the expression of relief or gratitude on our client's face at the end of a job well done. We want to be profitable, too. We also care about our work family and we are very dedicated to maintaining a positive and upbeat work environment. If this sounds like a law firm you want to work at and a job you can do, we very much look forward to talking with you soon. 

Compensation

$90,000 - $120,000, DOE plus Bonus

About Law Office of Susan A. Katzen

The Law Office of Susan A. Katzen provides personalized legal services and peace of mind that empowers our clients to plan for and protect the two most important things in their lives: the people they love—especially those loved ones with a disability—and the assets they possess to ensure family harmony. 

We provide:

  • Professional and personal development opportunities
  • Team building events
  • Flexible schedule
  • Paid vacation, sick days, and holidays
  • Health Insurance Benefits
  • 401K plan with employer matching (after the qualification period)

We also love to give back to the community! Volunteer opportunities are available throughout the year.

Apply here

Do you want a fulfilling career working for a law firm that strives to enrich the lives of special needs individuals and that assists families achieve peace of mind knowing that their loved ones are protected in the future?

We are an entrepreneurial Trust, Estates, and Special Needs law firm located in Newport Beach that is seeking a positive and compassionate full-time Paralegal who is looking for a career position where he/she can grow with a firm, be challenged, and work in a familial and collaborative environment. This is not just a job, but a special opportunity to have a fulfilling and satisfying career with a firm known in the community for providing a high standard of legal services and helping clients and their families come out of significant life-changing situations, knowing that they have a team behind them that really cares and advocates for them.

Why work with us? Our firm values its employees and their individual success. We provide:

  • Continuing education
  • Professional development opportunities
  • Flexible work schedule
  • Paid vacation
  • Paid sick days
  • Paid holidays
  • Health insurance
  • 401K plan with employer matching (after the qualification period)

We also love to give back to the special needs community so volunteer opportunities are available throughout the year.

Our ideal Paralegal would have demonstrated experience in the following areas:

  • Preparing Accountings for Court Supervised and Non-Court Supervised matters in ANY of the following areas:
    • Trust Administration
    • Special Needs Trust Administration
    • Probate
    • Conservatorship Estates
    • Guardianship Estates
  • Preparing a Fiduciary's Report and Account
  • Drafting Petitions and pleadings
  • Filing documents with the Court, including e-filing
  • Preparing Judicial Council Forms
  • Calendaring and preparing files for hearings
  • Mail-Serving documents
  • Scheduling CourtCalls
  • Corresponding with the Court, including clerks of the Court and probate examiners
  • Checking Probate notes and preparing Supplements for the purpose of responding to Probate notes
  • Understanding and knowledge of the California Rules of Court and Local Court Rules for Orange County, Los Angeles County, Riverside County and San Bernardino County
  • Experience with preparing and filing Conservatorship and Probate Petitions, familiarity with government benefits and Action Step, and/or a customer service background are a major plus!

If the statements below describe you, then you may be our next awesome Paralegal!

  • You are able to work full-time in the office.
  • You take pride in your work, are organized, and possess an aspirational degree of attention to
  • You enjoy working in a fast pace office environment.
  • You are a team-oriented person who loves to collaborate with staff members and other professionals involved in the case to get the job done.
  • You take initiative for work that needs to be done, and you complete tasks with minimal hand holding.
  • You smile when you answer the
  • You are very good with calendars, e-mail, spreadsheets, word processing, and the
  • Your middle name is “No Drama”.
  • You are an awesome juggler of tasks, know how to set priorities, and can change gears quickly - You do not think scanning and copying are “beneath you”.

Compensation:

$25.00 - $36.00 hourly (DOE, plus Bonus)

To apply for this position, please email your resume to [email protected]. The subject line of the email should contain your last name (all caps), followed by the position you are applying for in lower case, followed by one word that you would use to describe yourself in all caps.

[For example: SMITH paralegal AWESOME].

Thank you very much and we look forward to reviewing your application!

Apply here

Contact Us Today

The Law Office of Susan A. Katzen is committed to answering your questions about Estate Planning, Special Needs Planning, Settlement Planning, Trust Administration, Probate, and Conservatorships issues in Newport Beach, California.

We offer a free consultation for qualified clients and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

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