PARALEGAL - ESTATE & WEALTH PLANNING
MVA Brand•Charlotte, NC
•Onsite
About The Position
Moore & Van Allen PLLC, a dynamic and fast-growing full-service 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.
Requirements
- 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.
- Strong verbal and written communication skills.
- Ability to work independently on multiple outstanding matters.
- Able to maintain a strong substantive understanding of the legal aspects of their work and related documentation.
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.
Benefits
- Attractive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
