Underwood & Roberts, pllc - Employment Opportunities

Estate & Trust Administration Legal Assistant / Project Manager / Paralegal

Apply For Position Below

Position Description:

  • Outstanding organizational skills
  • Long term commitment to the Position and the Firm
  • Minimum of Undergraduate degree
  • Take initiative on work projects- has a “take charge” attitude
  • Detail-oriented with the ability to work both independently and with Team
  • Polished and professional with positive client-oriented attitude
  • Focused-Ability to manage and prioritize multiple tasks
  • Dependability, consistently prompt and on time
  • Excellent written and verbal communication skills
  • Strong computer skills
  • A penchant for accuracy and attention to details
  • Proficiency in Microsoft Word, Excel, PowerPoint, Outlook
  • Come to work every day with a commitment to work hard, to learn, to become a leader
  • Act as a Team player with a can-do attitude and willingness to assist other Team members in any way
  • Excellent interpersonal skills

Desired Qualifications

  • Clerical administrative experience
  • Light bookkeeping skills (Quickbooks Accounting System)
  • Light Trust accounting
  • Prior experience supporting attorneys, paralegals, other professionals
  • Eager to learn and grow in the position
  • Interested in obtaining a Paralegal Certification or other appropriate training
  • Experience in Project Management

Responsibilities:

  • Create, organize,  and maintain files for Estate and Trust Administration matters according to the Firm’s established procedures
  • Update the status of Estate and Trust Administration matters in the Firm’s case management software
  • Update tasks and calendars to track various Estate and Trust administration deadlines
  • Draft, print, and assemble client documents for Attorney review
  • Provide consistent communication to our clients via mail, email, and telephone
  • Administration of Estate Library
  • Control of systems for gift and estate tax filings
  • Print and prepare estate planning documents for signing meetings
  • General administrative duties
  • Provide support to our legal Team by assisting with editing estate planning documents as directed
  • Support the Estate Planning Team and other Firm Team members as needed with administrative or tasks
  • Primary administrative support for Founding Partner
  • Understand and assemble Estate Gift Tax Returns as part of Estate/Trust Team
  • Summary of duties: To be willing and eager to do anything and everything in support of the Estate/Trust Legal Team ( In other words, be a strong, proactive Member of the Team)

Compensation/Benefits and Work Schedule:

  • Total compensation package in the top of the industry
  • SEP IRA retirement contributions
  • Highest quality medical and dental insurance plans
  • Flexible vacation / sick /personal leave policies
  • Dress for your day policy
  • Work from Home – no significant work from home
Tax Consultant

Underwood & Roberts, PLLC is seeking motivated professionals with 3-5 years of tax compliance experience in individual, partnership, and corporate federal and state tax returns for high net-worth families and closely held businesses.

Apply For Position Below

Position Description:

  • Prepare and review individual, partnership, S corp, C corp, fiduciary, and non-profit income tax returns and extensions for a diverse client base.
  • Develop and maintain strong client relationships and be the main point of contact between the firm and the client.
  • Tax planning.
  • Prepare and review personal property tax returns, payroll tax returns, estimated tax payments, depreciation schedules
  • Research and resolve federal and state income tax, sales tax, and payroll tax issues.
  • Respond and resolve client tax notices from IRS and state agencies.
  • Work with peers to research and solve tax issues and to further understand the new tax law.

Desired Skills and Experience:

  • CPA, Enrolled Agent, or significant tax compliance experience in excess of the minimum required
  • 3-5 years minimum experience in tax compliance.
  • Proficient in MS Excel
  • Lacerte software – knowledge a plus but not required
  • Strong interpersonal / communication skills to collaborate with peers
  • Ability to manage multiple clients/projects/deadlines efficiently
  • Compensation and Benefits:
  • Total compensation package in the top of the industry
  • Compensation based on salary and bonuses based on exceeding billing quotas
  • SEP IRA retirement contributions
  • Quality medical and dental insurance plans
  • Flexible vacation / sick /personal leave policies
  • Dress for your day policy

Compensation/Benefits and Work Schedule:

  • Total compensation package in the top of the industry
  • SEP IRA retirement contributions
  • Highest quality medical and dental insurance plans
  • Flexible vacation / sick /personal leave policies
  • Dress for your day policy
  • Work from Home – no significant work from home
Administrative Assistant

Underwood & Roberts, PLLC is seeking an organized, polite and friendly administrative assistant who is an excellent communicator. Employee will have multiple tasks every day and be given work from multiple employees.  Employee will have the ability to prioritize and complete projects.

Apply For Position Below

Position Description:

  • Office Administration
    • Answering phones
    • Ordering supplies
    • Handling travel arrangements for Partners in firm
    • Maintain polite and professional communication via phone, e-mail, and mail.
  • Legal Administrative Assistant duties
    • Copies, binding, filing, mailing
  • Light family office services.
    • Bank reconciliations,
    • excel spreadsheet tracking,
    • receiving and processing mail.
    • Some bill-pay and light bookkeeping.
  • Tax Administrative Assistant duties
    • Copying, binding, scanning large tax projects
    • Assisting tax consultants during tax season with administrative tasks – copies, light excel spreadsheet work.

Desired Skills and Experience:

  • Organized
  • Attention to detail
  • Self-Motivated
  • Willing to support multiple attorneys and CPAs.
  • Proficient in MS Office – Word Excel, Outlook and QuickBooks
  • Strong interpersonal / communication skills and desire collaborate/interact with peers and clients.

Compensation/Benefits and Work Schedule:

  • Total compensation package in the top of the industry
  • SEP IRA retirement contributions
  • Highest quality medical and dental insurance plans
  • Flexible vacation / sick /personal leave policies
  • Dress for your day policy
  • Work from Home – no significant work from home
Estate Attorney

Job Application

Job Application
First
Last
Position You're Applying For
Address
City
State/Province
Zip/Postal
Country
Maximum upload size: 33.55MB

#RLULAW

Check Out Our Offices!

Underwood & Roberts, PLLC is a professional services firm dedicated to excellence in client service.

Underwood & Roberts, PLLC
North Carolina Office

(919) 664-8803

3110 Edwards Mill Road, Ste 100
Raleigh, NC 27612

Monday - Friday
9:00am - 5:00pm

Florida Office

(407) 354-3420

5728 Major Blvd., Ste 550
Orlando, FL 32819

Monday - Friday
9:00am - 5:00pm

nevada

(702) 699-7333

2400 S. Cimarron Road #140
Las Vegas, NV 89117

Monday - Friday
9:00am - 5:00pm