About the Tax and Wealth Planning Paralegal Role

Join a prestigious Atlanta-based boutique law firm through Robert Half as a Tax and Wealth Planning Paralegal. This hybrid role offers up to $120K + bonus and focuses on serving high-net-worth individuals and family offices. With an emphasis on trusts, estates, and sophisticated tax planning, you'll thrive in a collaborative environment with long-tenured professionals. Perfect for seasoned paralegals passionate about fiduciary matters, estate administration, and client-centric service in Atlanta, GA.

Robert Half specializes in connecting top talent with elite opportunities in legal and finance sectors. This position stands out for its hybrid remote flexibility, allowing you to balance work-life while handling complex wealth management cases. Keywords like trusts and estates paralegal jobs Atlanta, tax paralegal high-net-worth, and estate tax specialist GA highlight the demand for your expertise.

Why This Role is Ideal for Your Career

Work independently on full-cycle processes while mentoring juniors. Gain exposure to advanced tools and high-profile clientele, accelerating your growth in tax and wealth planning paralegal careers.

Key Responsibilities

As a Tax and Wealth Planning Paralegal, your daily impact includes:

• Independently managing full-cycle estate and trust administration from inception to closure.
• Preparing critical tax forms like 706s (estate tax returns), 709s (gift tax returns), 1041s (fiduciary income tax), ensuring compliance and accuracy.
• Handling federal and state estate tax filings, probate documents, inventories, and detailed trust accountings.
• Collaborating closely with attorneys on entity formation (LLCs, partnerships), advanced tax planning strategies, and ongoing compliance matters.
• Leveraging specialized software such as EstateWorks for administration, GEMS for tax calculations, Zane for document management, and other tools to optimize workflows and efficiency.
• Mentoring junior paralegals and driving process improvements to enhance team productivity.
• Delivering exceptional client service to high-net-worth individuals, family offices, and ultra-wealthy clients, maintaining confidentiality and precision.

These responsibilities demand a proactive paralegal skilled in Atlanta's dynamic legal landscape, where estate tax expertise is paramount.

Required Qualifications

To excel, you need:

• 5+ years as a Trusts & Estates Paralegal with proven full-cycle experience.
• Expertise in tax return preparation (706, 709, 1041) and fiduciary reporting.
• Deep knowledge of federal estate tax, state filings (Georgia-specific), probate, and trust accounting.
• Proficiency in EstateWorks, GEMS, Zane, Clio, or similar legal tech.
• Strong collaboration skills for tax planning, entity formation, and compliance projects.
• Ability to mentor and improve processes in a team setting.
• Paralegal certificate or bachelor's degree; notary public a plus.
• Impeccable attention to detail for high-stakes, complex matters.

Atlanta paralegal jobs in wealth planning require these core competencies to serve elite clientele effectively.

Why Join Us at Robert Half?

Robert Half offers unparalleled support in your paralegal career. Enjoy hybrid flexibility, competitive pay ($100K-$120K + bonus), and a nurturing boutique firm atmosphere. Benefits include health coverage, 401(k) matching, PTO, and professional growth. Work with high-net-worth clients on meaningful cases that shape legacies. SEO-optimized searches like Atlanta tax paralegal jobs, wealth planning careers GA, and Robert Half legal placements lead here. Apply now for this rare opportunity in Atlanta, Georgia, United States—elevate your expertise today!

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