Senior Estate Planning & Probate Paralegal - Client‑Focused
Jesson & Rains, PLLC
A growing law firm in Charlotte, NC is seeking an Experienced Estate Planning and Estate Administration Paralegal. The role involves fielding client calls, drafting estate planning documents, and managing probate files. Candidates must have at least one year of experience in estate planning or probate law, demonstrate strong research and writing skills, and possess a detail-oriented mindset. The firm values quality of life with competitive salary and benefits including health insurance and retirement plans, while remote work is available on Wednesdays. #J-18808-Ljbffr Jesson & Rains, PLLC
$55k - $80k
...Estate Planning and Probate Paralegal - Charlotte, NC We are seeking a dedicated Estate Planning & Probate Paralegal... ...a team-oriented environment, values client interaction, and can manage multiple... ...and collaborative attitude. Client‑focused with strong interpersonal...SuggestedWork at officeRemote work- A growing estate planning law firm is looking for an Estate Planning Paralegal/Legal Assistant who excels at client interaction and detailed work. This hybrid position involves supporting... ...skills. Join a supportive, client-focused team in Charlotte, NC. #J-18808-Ljbffr...Suggested
$55k - $80k
A growing law practice is seeking an Estate Planning & Probate Paralegal in Charlotte, NC. In this role, you'll support attorneys and clients through estate planning and probate administration. Key responsibilities include conducting client meetings, drafting legal documents...SuggestedRemote job- Johnston, Allison & Hord is seeking an experienced paralegal to support the Trusts & Estates Group in Charlotte, NC. Responsibilities include estate planning, probate, estate tax filings, and succession planning. A college degree and/or paralegal certificate is preferred...SuggestedWork at office
$55k - $80k
Experienced Estate Planning and Estate Administration Paralegal 3 days ago Be among the first 25 applicants... ...we're going to do it. Client-focused problem solvers. The... ...Administration / Probate Paralegal will field... ...starting work (Required). Seniority level Mid‑Senior level...SuggestedFull timeWork at officeRemote workRelocationShift work$65k - $85k
...Description Job Description Trust & Estate Paralegal - Charlotte, NC We are seeking an experienced Estate & Wealth Planning Paralegal to join our client's Charlotte, NC office. This... ...federal estate and gift tax returns, probate documents, estate accountings, and...Work at officeLocal area- ...documents (e.g., federal estate and gift tax returns, probate documents, estate accountings, estate planning documents).... ...or conferences with clients. Provides analysis... ...Legal Secretary Paralegal Wealth tax Legal... ...Degree Requirement: No Seniority level Mid‑Senior...Full time
$60k - $85k
Charlotte, NC Our client is a full-service corporate law firm... ...working with each other. The Estate and Tax Paralegal performs a variety of... ...Responsibilities Prepare and file probate-related documentation and... ...(Form 709). Prepare estate planning documents using document...Work at office- Estate & Wealth Planning Paralegal LHH is partnering with a distinguished Charlotte law firm to hire an Estate... ...tax return preparation, and ongoing client projects within a sophisticated... ...including estate and gift tax returns, probate filings, accountings, and estate...Work at office
- ...The law firm of Johnston, Allison & Hord is seeking an experienced paralegal to support the Trusts & Estates Group with estate planning, probate, estate tax filings, succession planning, and aspects of family law, among other legal matters. Some responsibilities include...Interim roleWork at office
- Senior Tax Manager High Net Worth & Family WealthIf you... ...ready to lead complex estate and family wealth... ...generation-skipping transfer planning.Serve as the primary... ...trusted advisor to a defined client portfolio, building... ...accounting experience with a focus on high-net-worth...SeniorWork at officeFlexible hours
$20 - $24 per hour
...poster from RecruitPod Global Senior Business Development... ...fast-growing, high-volume estate planning law firm with offices in both... ...looking for an Estate Planning Paralegal/Legal Assistant who thrives... ...to grow with a supportive, client-focused team. This role involves...Full time$126k - $180k
NFP, an Aon company, seeks a Senior Investment Analyst in Charlotte, NC. This salaried role is a key member of the investment team, focused on investment analysis and presenting recommendations to clients. The base salary range is $126,000-$180,000, with an annual performance...Senior- Frazier & Deeter is seeking a Senior Tax Manager to partner with the firm’s leaders... ...and serve as a critical leader for client engagements. The role involves planning, managing, reviewing, and completing complex tax work with a focus on high-quality service and client satisfaction...Senior
- NFP, an Aon company, is seeking a Senior Investment Analyst to join the... ...in investment analysis. The role focuses on analysis and delivering recommendations to clients, with an annual performance... ...extensive experience in retirement plan investment analysis, strong communication...Senior
- A respected law firm is seeking an Estate & Wealth Planning Paralegal in Charlotte, NC. The role requires strong skills in estate administration, including... .... The ideal candidate will have experience in managing client interactions and will need to work collaboratively within...
- ...Richards, P.A., in Charlotte, is looking for an experienced Family Law Paralegal to support an attorney team in various legal matters including collaborative and litigation tasks. The role involves client communication and detailed document management within a supportive...Work at office
- DeMayo Law Offices in Charlotte, NC seeks an experienced Personal Injury Paralegal to support attorneys, manage client communications, monitor medical treatment, and move cases promptly. The role emphasizes organizing documents, summarizing medical records, obtaining records...
- ...consulting firm in Charlotte is seeking an Account Manager responsible for overseeing estate and trust administration. The role involves drafting complex legal documents and interacting with clients. Candidates must have experience in estate administration, strong...Full time
$154.5k - $302k
...an integral part of a focused team where you can make... ...organization, we focus on our clients’ strategic, operational... ...and private real estate entities including owners... ...operational areas.The Senior Director will work with... ...disputes and estate planning purposes.Perform research...SeniorFull timeWorldwide$82k - $133.5k
...growing industries, Aprio ensures clients are prepared for wherever... ...-growing firm looking for a Senior Tax Associate to join their dynamic... ...with clients to provide tax planning, consulting, and compliance... ...to grow with a future-focused, innovative firm.Perks/Benefits...SeniorFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours- ...Charlotte that is seeking an experienced Senior Litigation Paralegal to join its growing team. This is an... ...and coordinating communication with clients, opposing counsel, courts, and... ...under pressure. Professional and client‑focused demeanor with excellent interpersonal...SeniorTemporary workWork at office
- ...innovators to impactful nonprofits, our clients trust us because we’re smart,... ...seeking an exceptional and experienced Senior Litigation Paralegal who’s energized by impactful legal work... ...years of paralegal experience, ideally focused on litigation. Superb organizational...SeniorFull timeWork at officeLocal area
- ...Enterprise Architecture Senior ManagerFS / Insurance... ...Our mission is to help client business executives disrupt... ...of the IT estate. We help our clients articulate... ...Financial Services Industry focus on working with clients... ...Strategy and Planning Enterprise IT Governance...SeniorFull timeLive inWork at officeLocal area
- Gardner Skelton PLLC, a boutique litigation-focused firm in Charlotte's NoDa neighborhood, seeks a Senior Litigation Paralegal to support fast-paced cases with initiative and... ...independent problem solving, excellent client communication, and a proactive approach in a...Senior
$63k - $95k
...March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales organization. Our team focuses on driving revenue growth among our... ...to enroll in our company's 401k plan, as well as an equity-based incentive...SeniorWork experience placementLocal area- ...Sr. Manager, Wealth Advisor within Schwab Wealth Advisory. You will work as a fiduciary delivering personalized advice and planning for clients with complex portfolios, leveraging a broad range of investment solutions. The role emphasizes client relationships, mentorship...Senior
$50k
...involved in exciting programs with various clients. This position will get a broad view of... ...responsibilities will include event planning, operational logistics, vendor management... ...talent is uniquely distributed, and we’re focused on developing inclusive teams that can...SeniorWork at officeLocal areaFlexible hoursWeekend work3 days per week- ...K is hiring a Project Delivery Leader in Charlotte or Raleigh, focused on leading diverse traffic engineering projects. This role includes... ...of deliverables, and engaging with public agencies on traffic planning. Ideal candidates will have over 15 years of experience, a...Senior
- Huntington Bank is seeking a Senior Liquidity Specialist in Charlotte, North Carolina. This... ...while driving revenue growth and client engagement as a subject matter expert. The... ...package, including health insurance and retirement plans. #J-18808-Ljbffr Huntington BankSeniorFlexible hours
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