About the role

Support estate and trust administration in this onsite, contract-to-hire role in Uptown Charlotte, North Carolina. Two positions are available.

Compensation and employment terms

$40/hour W2 during the contract period; $90,000 annual salary upon full-time conversion after six months. Excellent benefits and 401(k) are offered. Candidates must be open to both contract and full-time employment; contract-only applicants will not be considered.

Responsibilities

- Support estate and trust administration, including drafting and preparing probate documents, estate accountings, estate planning documents, and federal estate and gift tax returns. Review, proofread, revise, and organize documents

- prepare court filings

- schedule and participate in client meetings

- contribute analysis to matter strategy

- and follow applicable professional ethical standards.

Required qualifications

- estate administration experience, including preparation of complex federal estate and gift tax returns for high-net-worth individuals

- bachelor's degree or an equivalent combination of education and experience

- strong written and verbal communication

- ability to manage multiple matters independently and maintain a substantive understanding of relevant legal processes and documentation. Regular in-person attendance is required.

How to apply

Apply to this posting with your resume and estate administration and tax-return preparation experience. W2 employment only.