Estate & Wealth Planning Paralegal — High-Impact Trust Work

Moore & Van Allen; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package

Job summary

Moore & Van Allen is seeking an experienced Estate & Wealth Planning Paralegal to join its Charlotte, NC office. The role involves administration of estates, preparing gift and estate tax returns, and collaboration on team projects.

The ideal candidate will have prior estate administration experience and strong communication skills. The position requires a Bachelor's degree or equivalent experience, with the ability to work independently on multiple matters.

Qualifications

• Bachelor's degree or equivalent combination of experience and education.
• Experience in estate administration, including 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 matters.

Responsibilities

• Administers estates and prepares gift and estate tax returns.
• Reviews, revises, and organizes documents in estate and trust matters.
• Schedules and participates in meetings with clients; provides input on strategy development.
• Prepares estate filings and other court documents; works as part of a team.

Skills

Verbal communication

Written communication

Education

Bachelor's degree or equivalent combination of experience and education

Job description

Moore & Van Allen is seeking an experienced Estate & Wealth Planning Paralegal to join its Charlotte, NC office. The role involves administration of estates, preparing gift and estate tax returns, and collaboration on team projects.

The ideal candidate will have prior estate administration experience and strong communication skills. The position requires a Bachelor's degree or equivalent experience, with the ability to work independently on multiple matters.