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LHH · 1 month ago

Trusts, Estates & Tax Paralegal

Charlotte, NC

Full-time

Onsite

Entry, Mid Level

$65K/yr - $85K/yr

2+ years exp

LHH is a dynamic organization seeking a Trusts, Estates & Tax Paralegal to support ultra-high-net-worth clients. The role involves drafting estate planning documents, assisting with tax return preparation, and managing client communications.

Human Resources

Hiring Manager

Kristina T.

Responsibilities

Draft estate planning documents (wills, trusts, etc.)

Assist with tax return preparation and estate administration

Participate in client meetings with attorneys and advisors

Manage document workflows and deadlines

Communicate with clients, trustees, and other professionals

Qualification

Estate planning experienceTax preparation experienceAdvanced MS OfficeOrganizational skillsClient-facing demeanorCommunication skillsDiscretion with confidential information

Required

2+ years in estate planning, tax, or probate

Bachelor's degree or equivalent

Advanced MS Office (Excel expertise required)

Tech-savvy and comfortable with numbers

Exceptional organizational and communication skills

Ability to handle confidential information with discretion

Professional, articulate, and client-facing demeanor

Preferred

mid-to-large firm experience

Benefits

Bonus Potential

Company

LHH

Glassdoor3.4

At LHH, we believe work should be meaningful, fulfilling, and connected.

Founded in 1967

Jacksonville, Florida, US

10001+ employees

http://www.lhh.com

Funding

Current Stage

Late Stage

Leadership Team

Dave Hilbig

President & CEO, OCM-LHH Utah, Wyoming

Ted Diven, MBA

CEO - OCM / Lee Hecht Harrison (ID, MT, NV)

Recent News

24-7 Press Release Newswire

Marquis Who's Who Honors Kathleen Pollard Ochab for Expertise in Personal Development Consulting

2025-05-17

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