Estate and Wealth planning paralegal experience - Charlotte, NC - C2H Role

Overview

On Site
Depends on Experience
Full Time

Skills

Estate and Wealth Planning

Job Details

Title:
Company: Moore & Van Allen

Location: Charlotte, NC (Hybrid)

Submit those only who are willing to convert to full time after 6 months of contract.

The person must have

At least 4 years experience Estate and wealth planning experience as a paralegal in a law firm

Stable work history

This is replacing someone who is retiring so they want someone who has strong estate and wealth planning paralegal experience

Preference is a local candidate or someone relocating to the area on their own. Currently no relocation assistance is available

Position is 3 days in the office/2 days remote after the first 60 days of training, office is in Uptown Charlotte, NC

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
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.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.