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$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$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$80k - $95k
...Job Role: Paralegal Estate and Wealth Planning Location (City State, Street Name): Charlotte, NC (Onsite Job... ...federal estate and gift tax returns, probate documents, estate accountings,... ...participates in meetings or conferences with clients. Provides analysis and input...SuggestedWork at office- ...partnering with a reputable law firm client on their search for an experienced estate and trust paralegal for their office in Charlotte,... ...an accomplished wealth planning team. What You'll Be Doing... ...estate and gift tax returns, probate documents, estate accountings,...SuggestedWork 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
- ...engagements involving HNWIs, estates, trusts, and gift tax planning . The ideal candidate is... ...enjoys building long-term client relationships and... ...training to tax staff and seniors Liaise with attorneys... ...accounting experience, with a focus on HNWIs, estates, and trusts...Senior
- ...actively hiring an experienced Estate & Wealth Planning Paralegal to join a well-regarded... ...Carolina. This role will focus on estate and trust... ...wealth team on sophisticated client matters. Responsibilities... ...estate and gift tax returns, probate filings, accountings, and...Work at office
- 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...
$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$26 per hour
...Equivity is seeking an experienced Probate & Trust Administration Paralegal to support attorneys with active estate administration matters.... ..., and coordination with clients and third parties. You will... ...procedures Experience in estate planning or elder law a plus...Hourly payPart timeWork at officeRemote work- ...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
- Bank of America is looking for a specialized resource to serve Advisor teams focused on wealth planning for high- and ultra-high net worth clients. This role encompasses the entire wealth planning process, from building relationships with clients to developing tailored...Senior
- ...Senior Trust & Estates Officer Our client is growingand theyre looking for a Senior Trust & Estates Officer who... ...fiduciary expertise, sophisticated planning, and high-touch client service. If... ...individuals and families, with a strong focus on multi-generational wealth...Senior
- ...Sterling Capital Institutional Client Strategists are responsible... ...requires collaborative work with senior investment team members,... ...Develop and execute business plan to target institutional investors... ...verticals. While not siloed, focus will be placed on hospitals, higher...SeniorWeekend work
$150k - $180k
As a Senior Financial Planner in the Advanced Planning Team, you will provide expert financial planning... ...advice to advisors and clients, helping them achieve... ...investment, retirement, estate, and estate planning... ...seamless client experience, focusing on accuracy, timeliness,...SeniorFull timeWork at officeFlexible hours- ...Charlotte is seeking an experienced Litigation Paralegal to support its Municipal / Local Government practice focusing on North Carolina laws. This role requires managing... ...proficiency in key legal software, excellent client service, and the ability to work independently...SeniorLocal area
- ...Sumner LLP is seeking an experienced Litigation Paralegal to support our Municipal / Local Government practice , with a focus on North Carolina municipal law matters . This... ..., and represents the attorney and firm to clients, legal professionals, and other matter-related...SeniorWork at officeLocal area
- ...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
$76k - $125.3k
...Services Organization (FSO). Our focused model and bold ambition have... ...side by side with a range of clients from our most venerable... ...structuring, tax minimization planning, on-call advice, and tax compliance... ...key responsibilities A senior analyst in FSO EDGE WAM will...SeniorSummer holidayWork at officeLocal areaFlexible hours- The Senior Client Advocate provides strategic relationship management, taking advantage of our... ...Client Advocate must have the ability to focus on delivering exceptional customer... ...the client experience. Provide strategic planning and consulting advice to clients; monitors...SeniorTemporary workLocal areaVisa sponsorshipWork visaFlexible hours
- GreerWalker LLP in Charlotte, North Carolina is seeking a qualified candidate to supervise staff accountants, manage client relationships, and ensure compliance with accounting principles. The ideal candidate will have a Bachelor’s degree in accounting, CPA certification...Senior
$122.7k - $317.2k
...Enterprise Architecture Senior Manager FS /... ...Our mission is to help client business executives disrupt... ...harmonization of the IT estate . We help our clients articulate... ...Services Industry ?focus on working with clients... ...Strategy and Planning Enterprise IT Governance...SeniorLive inWork at officeLocal area$73.5k - $131.25k
...GES Senior Associate The GES Senior Associate is responsible for... ...effective methods to maximize client benefits, particularly by decreasing... ...and assists with compensation planning and/or benchmarking for... ...Bachelor's degree required; focus in Business, Accounting, or Human...SeniorWork experience placementWork at office- ...: Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Wealth Client Performance Analytics group within... ...Management. This role focuses on reconciling client data between... ...a participant in large-scale planning and deliverables; identify opportunity...SeniorWork experience placementWork at office
$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- A leading accounting firm in New York seeks a Tax Senior to manage client communications and ensure tax compliance. The role includes preparing complex tax returns, mentoring junior staff, and maintaining relationships with clients. Ideal candidates will possess a Bachelor...Senior
- ED03 Elliott Davis Advisory, LLC is seeking an Audit Senior to engage in the audit process from planning to completion. Responsibilities include supervising... ...audit staff, planning financial audits, and building client relationships. The ideal candidate will have a...SeniorFlexible hours
- A leading tax preparation firm in North Carolina seeks a Tax Advisor to build client relationships and provide comprehensive tax services year-round. The role requires 5+ years of tax experience and effective communication skills. Ideal candidates will have a Bachelor’...Senior
- ...Project Manager to join its Site Civil Practice Area in Charlotte, NC. This hybrid role involves managing project tasks, cultivating client relationships, and mentoring team members. Ideal candidates should have a Bachelor’s degree in Engineering, 8+ years of project...Senior
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