Website Robinson Bradshaw
Prestigious large Charlotte law firm needs experienced full-time Estate and Tax Paralegal. The firm offers an unparalleled opportunity to work with top-notch talent, a competitive and comprehensive compensation package, growth opportunities and continuous training opportunities. Our Estate and Tax Paralegals perform a variety of duties to assist attorneys according to established policies and procedures, including maintaining positive contact with clients and observing confidentiality of client matters, organizing and maintaining paper and electronic case files regarding estate planning, estate administration and other documents. This position requires 3+ years of experience in a law firm estate and tax department, fluency in Microsoft Office programs/applications, Adobe/Nuance PDF and excellent written and verbal communication skills.
Candidate must also provide advanced, diversified and confidential administrative support in addition to the specific duties and responsibilities listed below:
- Calculates, prepares and files state and federal death tax returns for estates.
- Calculates, prepares and files state and federal fiduciary income tax returns for trusts and estates.
- Calculates, prepares and files state and federal gift tax returns for trusts and estates.
- Prepares accountings as required in trusts, administrations of estates and trust summaries.
- Compiles and inputs all data from checking accounts, financial statements, and brokerage statements.
- Serves as liaison between client and attorney during the administration of an estate or trust.
- Consults with firm attorneys in tax planning strategies for estates and trusts.
- Prepares database information for estate planning and assembles correct forms using HotDocs
- Engages in written correspondence with clients and others involved in the preparation of tax plans.
- Gathers information regarding assets held by a client and debts by consulting with the client, the Executor, banks, brokerage firms, accountants, and other attorneys etc.
- Files documents with the Clerk of Court in county in which trust or estate is administered.
- Values securities publicly traded for the purpose of determining current value, date of death and alternate date of death values.
- Arranges for the execution of documents and the signing of tax returns.
- Determines and dockets due dates of tax returns and accountings.
- Operate computer software programs to complete tax returns and reports including the CAPS, VISIO and ZANE programs.
- Performs all other incidental duties as assigned.
Knowledge, Skills and Abilities Required:
- A minimum of two years of paralegal experience working in a legal department or law firm/professional services environment
- A combination of the following:
A certificate of completion of a paralegal program approved by the American Bar Association;
A degree from a postsecondary institution with a minimum of 24 units in law-related courses accredited by a national or regional accrediting organization as required by State law;
Completion of a four year college degree plus a minimum of 3 years of law-related experience under the supervision of a licensed attorney
- Overall knowledge of rules and procedures; understanding of tax preparation software; familiarity with court structure
- Advanced proficiency in Microsoft Word, Excel, Outlook and Adobe and specialized document management and preparation software
- A highly professional demeanor and demonstrated work ethic including the willingness to take on extra tasks and responsibilities (including overtime) in order to meet client/firm needs
- Comfort in both leadership and subordinate roles and flexibility in both structured and ambiguous situations
- Resourcefulness and appropriate decision making. Examples include: Working cost effectively; using the appropriate resources, including online tools and websites; knowing when to inform a supervisor of a situation; and understanding the boundaries of the practice of law
- The ability to express and articulate him/herself clearly, including use of proper grammar and appropriate vocabulary, as well as the ability to describe a set of facts or information in an organized, precise, clear and unambiguous fashion.
- Work occasionally requires a high level of mental effort and strain while organizing and maintaining multiple cases.
- Work occasionally requires more than 37.5 hours per week to perform the essential duties of the position; may require irregular hours.
- Ability to travel to private and public buildings, locally and statewide, via private or public conveyance to assist attorneys in attending to client needs on legal matters.
Outstanding compensation and benefits for the right candidate. Email resume and letter of interest to Pamela Sachs, Director of HR (firstname.lastname@example.org).
Robinson Bradshaw recruits, hires and promotes for all positions without regard to race, color, religion, creed, national origin, citizenship status, disability, military status, veteran status, marital status, sexual orientation, gender identity, sex, genetic information or age. All terms and conditions of employment such as compensation, benefits, work assignment, availability of facilities and privileges of employment are administered on the same basis of equality.
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