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Title : Tax And Estate Paralegal

Location : North Carolina - Charlotte
Refer to Job # MGFV824100

Tax and Estate Paralegal The candidate will support the tax team. Interact with external clients as well as internal support staff. Report to the Office Administrator and assigned attorneys. Prepare estate planning documents. Assist with all aspects of estate administration. Prepare probate documents and miscellaneous court documents relating to probate court administration of estates and trusts. Correspond with clients to obtain information required for probate and estate administration. Correspond with banks, businesses, insurance companies, brokerage firms, and others to collect asset information. Prepare and transmit all necessary papers to transfer securities. Prepare and file claims for insurance proceeds and death benefits. Prepare and allow accounts in the probate court. Prepare trust accountings. Open and close estate accounts. Prepare federal estate tax returns. The candidate should have a paralegal certificate and/or college degree. Should have 5+ years of experience in tax and/or estate planning and estate administration. Should be a team player, willing to help other firm members during peak times. Should have superior computer skills, using Microsoft Office Suite. Should have excellent written and oral communication skills. Should have exceptional interpersonal and customer service skills. Should be a motivated, self-directed individual with the ability to anticipate and resolve issues and work with little supervision. Should be exceedingly well organized and detail-oriented. Should have the ability to work in a fast-paced environment as necessary. Should be a critical thinker and proficient in problem-solving and decision-making skills. Should have excellent time management skills. Should have the ability to handle multiple tasks simultaneously, set priorities and accommodate rush requests.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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