Estate & Wealth Planning - Tax Paralegal

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

Job summary

Moore & Van Allen PLLC in Charlotte, NC seeks an experienced Estate & Wealth Planning Paralegal to join its growing team. The role involves administration of estates, preparing gift and estate tax returns, drafting and reviewing documents, and coordinating with clients and counsel.

Candidates must have a Bachelor’s degree or equivalent, estate administration experience including complex federal returns for high‑net‑worth individuals, and strong communication with the ability to manage multiple

Qualifications

• 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.

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.

Skills

Verbal and written communication

Independent work

Education

Bachelor’s degree or equivalent

Job description

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.

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.

Physical Requirements:

• The work is primarily sedentary.
• It requires the ability to communicate effectively using speech, vision, and hearing.
• The work requires the use of hands for simple grasping and fine manipulations.
• The work at times requires bending, squatting, and reaching, with the ability to lift, carry, push, or pull light weights.

May need to occasionally work more than the standard 37.5 hours per week to accomplish essential duties of the position. Salary is negotiable and commensurate with experience and includes an attractive benefits package. Equal Employment Opportunity Employer.

Applicant Disclosures

Family Medical Leave Act Employer: For more information, visit Employee Rights Under the Family and Medical Leave Act

Employee Polygraph Protection Act: For more information, visit Employee Polygraph Protection Act

Employee Rights Under the Fair Labor Standards Act: For more information, visit Employee Rights Under the Fair Labor Standards Act