Beacon Hill ยท 9 hours ago
Trust & Estate Paralegal
Charlotte, NC
Full-time
Onsite
Mid LevelBeacon Hill is actively seeking an experienced Trust & Estate Paralegal for a top law firm located in Charlotte, NC. The role involves preparing and reviewing trust resolutions, estate tax returns, and maintaining detailed accounting records while interviewing clients and gathering relevant information.
Staffing Agency
Responsibilities
Preparing and reviewing trust resolutions and annual accountings, estate tax returns, and gift tax returns
Interviewing clients, gathering facts, saving, and retrieving matter information
Preparing and reconciling detailed accounting records
Bookkeeping/accounting, editing, proofing, and researching are highly desirable
Qualification
Required
Preparing and reviewing trust resolutions and annual accountings, estate tax returns, and gift tax returns
Interviewing clients, gathering facts, saving, and retrieving matter information
Preparing and reconciling detailed accounting records
Bachelor's degree or equivalent combination of experience and education required
Prior experience in estate administration required, including experience with the preparation of complex federal estate and gift tax returns
Strong MS Word, Excel, and PowerPoint skills
Preferred
Bookkeeping/accounting, editing, proofing, and researching are highly desirable
Benefits
Medical
Dental
Vision
Federal and state leave programs
Company
Beacon Hill
Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.
Founded in 2000
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Amber Leslie
Executive Assistant to CEO
Amy Van Sicklin
Chief Culture Officer
Recent News
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