PCR Staffing · 2 months ago
Paralegal Estate and Wealth Planning
Charlotte, NC
Full-time
Onsite
Mid Level
$80K/yr - $95K/yrPCR Staffing is seeking an experienced Estate & Wealth Planning Paralegal to join a prominent law firm in Charlotte, NC. The role involves administration of estates, preparing gift and estate tax returns, and participating in client meetings.
Human ResourcesRecruitingStaffing Agency
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 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
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, the ability to work independently on multiple outstanding matters, and be able to maintain a strong substantive understanding of the legal aspects of their work and related documentation
Benefits
Excellent benefits
401K
Company
PCR Staffing
PCR Staffing is a recruiting agency offering talent services and custom staffing strategies to companies in Charlotte.
Founded in 1995
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase