Paralegal - Estate Planning & Tax

Paralegal – Estate Planning & Tax LawLocation: Charleston, SC (Onsite / Hybrid flexibility) Status: Full-TimeCompensation: $72,000 - $95,000 + DOEPosition SummaryWe are seeking an experienced paralegal with a strong background in estate planning to support a growing tax law practice. This role will work closely with attorneys and clients to prepare, coordinate, and execute comprehensive estate plans. The ideal candidate is highly organized, detail-oriented, and comfortable working directly with clients on sensitive financial and legal matters.

Experience or exposure to tax strategy, wealth transfer, or capital tax mitigation planning is a strong plus.Key ResponsibilitiesDraft estate planning documents, including wills, trusts, powers of attorney, and healthcare directivesAssist attorneys with advanced estate and tax planning strategiesGather and analyze client financial information, including assets, liabilities, and ownership structuresPrepare summaries of estate plans and supporting documentationCoordinate execution of estate planning documents and client signing meetingsSupport trust funding and asset transfer processesAssist with probate and estate administration matters as neededMaintain organized client files and track deadlines to ensure timely completion of workCommunicate directly with clients, financial advisors, and other professionalsQualificationsRequired5+ years of experience as a paralegal, with a focus on estate planning and/or probateStrong knowledge of estate planning documents and processesExcellent organizational and time management skillsStrong written and verbal communication skillsAbility to manage multiple priorities in a fast-paced environmentPreferredExperience in a tax law firm or working with tax-related mattersExposure to capital tax mitigation strategies, wealth planning, or estate tax planningExperience with estate planning software (e.g., WealthCounsel or similar)Experience with Clio or similar legal practice management systemsParalegal certificate or related degreeKey CompetenciesHigh attention to detail and accuracyStrong client service mindsetAbility to handle confidential and sensitive informationProactive, self-starter with strong follow-throughWhy This Role Stands OutThis role offers the opportunity to work on complex estate and tax planning strategies, providing exposure beyond traditional document preparation and into high-level wealth planning and tax mitigation.