Law Firm

Charlotte, NC, United States

Paralegal - Tax & Estate

Legal Staff

Min 5 yrs required

Full-time

No

• Ability to maintain professional demeanor and confidentiality at all times Salary Information: • Competitive salary based on experience • Full benefits package including health, dental, vision, 401(k) and profit sharing plans SEO Friendly Job Title: Tax and Estate Paralegal H1: Join Our Team as a Tax and Estate Paralegal at a Top Law Firm in Charlotte, NC H2: Become Part of a Collaborative and Supportive Team at Parker Poe - Competitive salary and full benefits package, including health, dental, vision, 401(k), and profit sharing plans - Nonexempt administrative position reporting to the Office Administrator and assigned attorneys - 5+ years of experience as a Paralegal in a law firm or legal department, with a paralegal certificate or Bachelor's degree preferred - Experience supporting Tax and Estate Planning/Estate Administration practice groups - Proficiency in legal time and billing systems and Microsoft Office Suite - Excellent organizational, time management, and problem-solving skills - Strong written and oral communication, interpersonal, and customer service skills - Motivated and self-directed with the ability to work independently and maintain confidentiality - Located in Charlotte, NC office Key Responsibilities: - Draft and prepare estate planning documents - Assist with all aspects of estate administration - Correspondence with clients and third parties to collect asset information - Preparation of federal gift and estate tax returns - Preparation and allowance of accounts in the probate court - Opening and closing estate accounts - Preparation and filing of claims for insurance proceeds and death benefits Qualifications: - 5+ years of experience as a Paralegal in a law firm or legal department, with a paralegal certificate or Bachelor's degree preferred - Experience supporting Tax and Estate Planning/Estate Administration practice groups - Proficiency in legal time and billing systems and Microsoft Office Suite - Excellent organizational, time management, and problem-solving skills - Strong written and oral communication, interpersonal, and customer service skills - Motivated and self-directed with the ability to work independently and maintain confidentiality Benefits: - Competitive salary based on experience - Full benefits package including health, dental, vision, 401(k) and profit sharing plans In summary, Parker Poe, a top law firm in Charlotte, NC, is seeking a Tax and Estate Paralegal with 5+ years of experience to join their collaborative and supportive team. The chosen candidate will have experience supporting Tax and Estate Planning/Estate Administration practice groups, proficiency in legal time and billing systems and Microsoft Office Suite, excellent organizational and problem-solving skills, and strong communication and customer service abilities. The role will involve drafting estate planning documents, assisting with estate administration, and preparing federal gift and estate tax returns, among other duties. A competitive salary and full benefits package are offered.

because of this, in addition to structured integration efforts, you will find that mentorship, professional development, and internal referrals happen organically. if you want to join a collaborative team providing sophisticated legal services – without losing sight of our calling to give back to our communities – this is the place to be

Legal

Hiring Cordinator
Parker Poe Adams & Bernstein LLP
Bank of America Tower, 620 South Tryon Street
Suite 800
Charlotte, NC 28202
Phone: 704-372-9000
Fax: 704-334-4706