<p><strong>🌟 Tax & Wealth Paralegal | Atlanta, GA | Up to $120K + Bonus 🌟</strong></p><p><br></p><p> 📍 <em>Hybrid Remote Flexibility | High-Net-Worth Clientele | Estate & Trust Focus</em></p><p><br></p><p>Are you a seasoned <strong>Trusts & Estates Paralegal</strong> with a passion for precision, client service, and complex fiduciary matters? A highly respected, Atlanta-based boutique firm is seeking a <strong>Tax & Wealth Paralegal</strong> to join their collaborative and long-tenured team. This is a rare opportunity to work on sophisticated matters for high-net-worth individuals and family offices in a supportive, professional environment.</p><p><br></p><p>🔍 <strong>What You’ll Do:</strong></p><ul><li>Independently manage <strong>full-cycle estate and trust administration</strong></li><li>Prepare <strong>706s, 709s, 1041s</strong>, and other fiduciary income and gift tax returns</li><li>Handle <strong>federal and state estate tax filings</strong>, probate documents, and trust accountings</li><li>Collaborate with attorneys on <strong>entity formation, tax planning, and compliance</strong></li><li>Utilize tools like <strong>EstateWorks, GEMS, Zane</strong>, and others to streamline workflow</li><li>Mentor junior team members and contribute to process improvements</li></ul><p><br></p>
<p>Our client is seeking a permanent fulltime paralegal to join their inhouse corporate legal team in Alpharetta, GA. This role would handle a mix of corporate and real estate transactions related matters nationally supporting one attorney plus outside counsel. </p><p><br></p><ul><li>Track and monitor land and lot closings.</li><li>Coordinate land closings with sellers, title company, closing attorney and accounting.</li><li>Prepare earnest money requests for various deposits and fees pursuant to the contracts.</li><li>Log and track critical dates, closing requirements, check requests and contract deadlines.</li><li>Draft and edit Letters of Intent, Contracts, Addendums/Amendments (related to land acquisition/sale).</li><li>Data entry of project information (lot #, addresses, phasing, etc.).</li><li>Attend Land Committee meetings.</li></ul>
We are looking for a skilled Legal Assistant to join our team in Atlanta, Georgia. In this role, you will provide essential support to attorneys, helping to organize files, manage documentation, and ensure all legal processes run smoothly. This is a long-term contract position with a standard Monday to Friday schedule and offers a great opportunity for growth within a dynamic legal environment.<br><br>Responsibilities:<br>• Prepare and file pleadings, garnishment filings, and other legal documents as directed by attorneys.<br>• Transcribe dictations and follow instructions to draft correspondence and legal documents.<br>• Manage e-filing processes to ensure timely submission of legal paperwork.<br>• Organize and maintain legal files, including setting up new cases and ensuring all records are up to date.<br>• Assist with entering attorney time, scheduling calendar entries, and coordinating couriers as needed.<br>• Draft detailed letters and handle other administrative tasks to support litigation processes.<br>• Use case management software to track case progress and manage documentation.<br>• Collaborate with attorneys to ensure deadlines and legal requirements are met efficiently.<br>• Manage scheduling to coordinate meetings, court dates, and other critical appointments.
<p>We are looking for a detail-oriented and meticulous Case Manager to join our team in Atlanta, Georgia. This is a long-term contract position offering an excellent opportunity for growth within the organization. The ideal candidate will play a key role in managing incoming leads, ensuring effective communication, and maintaining high standards of customer service.</p><p>Responsibilities:</p><p>• Handle high volumes of incoming leads and inquiries, assisting the intake specialist to ensure timely responses.</p><p>• Evaluate and categorize potential clients, distinguishing between those with relevant experience and others.</p><p>• Collaborate with the team daily to review and discuss lead quality and client needs.</p><p>• Provide courteous and thoughtful communication with clients, especially those with health concerns or elderly individuals.</p><p>• Maintain accurate records and documentation for client interactions and lead management.</p><p>• Ensure adherence to protocols and processes for lead intake and follow-up.</p><p>• Deliver exceptional customer service, addressing client queries with efficiency and professionalism.</p><p>• Support administrative tasks as needed to streamline operations and enhance productivity.</p><p>• Coordinate with internal teams to ensure seamless handling of client information.</p><p>• Uphold confidentiality and sensitivity when dealing with client data.</p>
