Estate & Wealth Planning Paralegal — Growth, Impact, PTO

LHH

Charlotte (NC)

On-site

USD 55,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation
Medical, dental, and vision insurance
PTO and paid holidays
Opportunities for professional development

Job summary

A respected law firm is seeking an Estate & Wealth Planning Paralegal in Charlotte, NC. The role requires strong skills in estate administration, including preparation of complex tax returns. The ideal candidate will have experience in managing client interactions and will need to work collaboratively within a close-knit legal team. This position offers competitive compensation and benefits, along with opportunities for professional growth and development.

Qualifications

  • Bachelor’s degree or a combination of relevant education and experience.
  • Previous hands-on experience in estate administration is essential.
  • Strong written and verbal communication skills.

Responsibilities

  • Prepare a wide range of documents related to estate matters.
  • Assist attorneys with the progression of estate matters.
  • Participate in and help coordinate client meetings.

Skills

Estate administration
Tax return preparation
Communication skills
Attention to detail
Legal concepts understanding

Education

Bachelor’s degree or equivalent experience

Job description

A respected law firm is seeking an Estate & Wealth Planning Paralegal in Charlotte, NC. The role requires strong skills in estate administration, including preparation of complex tax returns. The ideal candidate will have experience in managing client interactions and will need to work collaboratively within a close-knit legal team. This position offers competitive compensation and benefits, along with opportunities for professional growth and development.
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