Job Summary:

LHH is currently recruiting for a law firm in the Charlotte area. The firm is seeking a Estate & Wealth Planning Paralegal. This role focuses on estate administration, preparation of gift and estate tax returns, and supporting various team projects. The position offers the opportunity to work with high net worth individuals and collaborate closely with attorneys and clients.

Key Responsibilities:

• Prepare and draft documents related to estate and trust administration, including federal estate and gift tax returns, probate filings, and estate accountings

• Review, proofread, revise, and organize legal documents for estate and trust matters

• Schedule and participate in meetings or conferences with clients

• Provide analysis and input on strategy development for estate planning and administration

• Prepare court filings and other related documents

• Maintain compliance with ethical standards and professional conduct

• Perform additional duties as assigned to support the team

Job Requirements:

• Bachelor’s degree or equivalent combination of education and experience

• Prior experience in estate administration, including preparation of complex federal estate and gift tax returns for high net worth clients

• Strong verbal and written communication skills

• Ability to work independently on multiple matters and maintain a thorough understanding of relevant legal documentation

• Excellent organizational skills and attention to detail

Benefits:

Depending on the specific client, location, and role, the benefits may include PTO, medical, dental, vision, term life and AD&D insurance, short-term disability and long-term disability, additional voluntary benefits, EAP program, commuter benefits, wellness plans, and a 401k plan or a non-qualified deferred compensation plan. Additionally, you may be eligible for paid leave including Paid Sick Leave or other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Bonus eligibility and amount are based upon company and/or individual performance.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www-uat.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

#3108248

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www-uat.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.