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PARALEGAL - ESTATE & WEALTH PLANNING
MVA
Charlotte, NC
Category
Accounting
Apply for Job
Job Description
Moore & Van Allen PLLC is seeking an experienced Estate & Wealth Planning Paralegal to join its Charlotte, NC office. The position will involve administration of estates, preparing gift and estate tax returns, and other team projects.
Requirements
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.
Benefits
401k Matching
Generous Paid Time Off
Retirement Plan
Tuition Reimbursement
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