Paralegal Estate and Wealth Planning
Prominent law firm of more than 400 attorneys and professionals is seeking an experienced Estate & Wealth Planning Paralegal to join its Charlotte, NC office. This position will involve administration of estates, preparing gift and estate tax returns, and other team projects
This is a direct hire position with a salary between $80,000 - $95,000 based on experience with excellent benefits and 401K in Uptown Charlotte NC on-site.
Essential Duties & Responsibilities:
- Abides by the ethical requirements as set forth by the Rules of Professional Conduct.
- Drafts and/or prepares documents (e.g., federal estate and gift tax returns, probate documents, estate accountings, estate planning documents).
- Reviews, proofs, revises, and organizes documents in in estate and trust administration matters.
- Schedules and participates in meetings or conferences with clients.
- Provides analysis and input regarding the development of strategies.
- Prepares estate filings, and other court documents
- Regular and in-person attendance is required to perform the essential functions of this interactive position.
- Performs additional duties and responsibilities as assigned.
Qualifications & Experience:
- Bachelor’s degree or equivalent combination of experience and education required.
- Prior experience in estate administration required, including experience with the preparation of complex federal estate and gift tax returns for high net worth individuals.
- Candidates must have strong verbal and written communication skills, the ability to work independently on multiple outstanding matters, and be able to maintain a strong substantive understanding of the legal aspects of their work and related documentation.