PARALEGAL - ESTATE & WEALTH PLANNING

MVA
Charlotte, NC
Category Accounting
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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