LHH ยท 5 days ago
Trusts and Estates Paralegal
Charlotte, NC
Full-time
Onsite
Mid Level
$70K/yr - $90K/yr
3+ years expLHH is a highly respected legal team seeking a seasoned Trusts & Estates Paralegal to support a dynamic group of attorneys. The role involves preparing and filing tax documents, assisting with trust and estate administration, and maintaining organized client files.
Human Resources
Hiring Manager
Kristina T.
Responsibilities
Prepare and file federal and state tax documents (Forms 1041, 706, 709, and occasional 1040s)
Assist with trust and estate administration: document drafting, asset transfers, trust funding, and court filings
Maintain organized client files using NetDocuments
Conduct tax research and filings via CCH Tax Analyst
Support accounting tasks (experience with Quicken is a plus)
Qualification
Required
3+ years of experience in a trusts & estates or tax-focused legal setting
Familiarity with fiduciary and estate tax forms (706, 709, 1041, 1040)
Experience with NetDocuments
Strong organizational and communication skills
Ability to work independently and as part of a collaborative team
Professional and personable demeanor for direct client interaction
Preferred
Experience with Quicken
Company
LHH
At LHH, we believe work should be meaningful, fulfilling, and connected.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dave Hilbig
President & CEO, OCM-LHH Utah, Wyoming
Ted Diven, MBA
CEO - OCM / Lee Hecht Harrison (ID, MT, NV)
Recent News
24-7 Press Release Newswire
2025-05-17
Company data provided by crunchbase