Paralegal-Estate & Tax

RBH - Charlotte 600 South Tryon Street Suite 2300 Charlotte, NC 28202, USA The Estate and Tax Paralegal performs a variety of duties to assist attorneys according to established policies and procedures.

JOB RESPONSIBILITIES:

Prepare and file probate-related documentation and reports with the Clerk of Superior Court (e.g., Application for Probate, Inventory for Decedent’s Estate, Annual/Final Account). Gather information regarding estate assets and debts by consulting with client, banks, brokerage firms, accountants, and other attorneys. Compile data from checking accounts, financial statements, and brokerage statements in comprehensive fiduciary accountings. Maintain positive communications with clients. Prepare and file federal estate tax returns (Form 706). Prepare and file state and federal fiduciary income tax returns for trusts and estates. Prepare and file federal gift tax returns (Form 709). Prepare estate planning documents using document assembly software. Arrange for the execution of documents and the signing of tax returns. Work with docketing coordinator to ensure due dates of tax returns and accountings are determined and docketed and manage projects to meet such deadlines. Operate software programs to value securities and complete tax returns and reports, including EstateVal, VISIO and ZANE. Observe confidentiality of client matters. Organize and maintain paper and electronic files regarding estate plans, estate administration and related matters. Take a proactive approach to solve problems and provide solutions to shareholders and clients. Perform 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, with a strong preference given to candidates with estate and tax experience. Bachelor’s degree, or ABA approved paralegal certification required. 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. Ability to work outside of normal hours when client needs require. Ability to take ownership of assigned clients and matters. Ability to work independently and as part of a team. Ability to meet the client-service standards of Distinctively Robinson Bradshaw with both internal and external clients. Strong verbal and written communication skills with an ability to convey messaging clearly for the intended audience. The ability to prioritize multiple competing priorities and travel outside the office for client needs may be required occasionally. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr Robinson Bradshaw - 2025 New Logo