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Moore & Van Allen PLLC · 2 months ago

PARALEGAL - ESTATE & WEALTH PLANNING

Charlotte, North Carolina, United States

Full-time

Onsite

Mid Level

Moore & Van Allen PLLC is a dynamic and fast-growing full-service law firm 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.

Professional Services

Comp. & Benefits

H1B Sponsor Likely

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

Qualification

Estate administrationFederal estate tax returnsGift tax returnsDocument draftingCommunication skills

Required

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

Ability to work independently on multiple outstanding matters

Ability to maintain a strong substantive understanding of the legal aspects of their work and related documentation

Company

Moore & Van Allen PLLC

At Moore & Van Allen, representation extends beyond traditional legal services. We represent ideas, values and aspirations.

Founded in 1945

Charlotte, North Carolina, USA

501-1000 employees

http://www.mvalaw.com/

H1B Sponsorship

Moore & Van Allen PLLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2024 (2)

2023 (5)

2022 (2)

2021 (1)

2020 (4)