Underwood & Roberts, pllc - Employment Opportunities

Estate & Trust Attorney

Apply For Position Below

Firm Information: Underwood & Roberts, PLLC is a unique law firm that provides a wide range of tax, estate, legal and business services for high-net-worth families and owners of closely held businesses throughout the world. 

Job Description: Looking for Attorney to have a long term career at the Firm with significant career growth potential. Estate attorney that will work with Firm’s estate department to research, plan, implement, draft, high level planning and estate documents. Attorney will work in a team environment with the firm’s attorneys and CPAs to provide the top level service and product to the Firm’s long term clients. 

Qualifications: 

  • 1-3 years’ experience drafting estate documents including wills and trusts and implementing estate plans.
  • Minimum of Law Degree
  • Meticulous drafting skills
  • Outstanding organizational skills
  • Long term commitment to the Position and the Firm
  • Focused-Ability to manage and prioritize multiple tasks and deadlines
  • Strong computer skills (Microsoft Word, Excel, PowerPoint, Outlook)
  • Excellent interpersonal skills with a willingness to produce work as well as work with a team.
  • Light Trust accounting knowledge
  • Some financial, accounting, or business background is a plus but not required
  • Eager to learn and grow in the position 

Responsibilities: 

  • Estate Planning – Working with estate team to research and implement estate plans for families of significant wealth. Applying rules governing estate, gift, GST and income taxation of trusts and estates
  • Drafting, editing, assembling, and executing Estate Documents
  • Create, organize, and maintain files for Estate documents and Trust Administration matters according to the Firm’s established procedures
  • Tracking of status of Estate and Trust Administration matters and deadlines in the Firm’s case management software
  • Gift and Estate Tax Return Preparation / Review
  • Light trust accounting
  • Willing and eager to do anything and everything in support of the Estate/Trust Legal Team
  • With experience at the firm, will work directly with client families that will have continuous interaction over years and generations. 

Compensation: Compensation package includes Salary and Bonuses above industry norm, Health & Dental insurance, SEP IRA, flexible PTO, minimal work from home. 

Location: Position is for our Raleigh NC office. 

Estate & Trust Administration Attorney / Project Manager

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
Senior Paralegal

Apply For Position Below

Firm Information: Underwood & Roberts, PLLC is a unique law firm that provides a wide range of tax, estate, legal and business services for high-net-worth families and owners of closely held businesses throughout the world. 

Job Description: High level paralegal that will assist Firm’s estate department in all aspects of the firm’s estate work. Paralegal will work in a team environment with the firm’s attorneys and CPAs to provide the top level service and product to the Firm’s long term clients. 

Qualifications: 

  • 5+ years of experience as a trust and estate paralegal
  • Undergraduate degree and/or Paralegal education
  • Outstanding organizational skills
  • Long term commitment to the Position and the Firm
  • Focused-Ability to manage and prioritize multiple tasks and deadlines
  • Strong computer skills (Microsoft Word, Excel, PowerPoint, Outlook)
  • Excellent interpersonal skills
  • Light Trust accounting knowledge is a plus but not required
  • Experience in fiduciary income tax return preparation
  • Some financial, accounting, or business background is a plus but not required
  • Eager to learn and grow in the position
  • Dependable, detail-oriented, motivated, and well organized.
  • Notary public or willingness to attain notary public 

Responsibilities: 

  • Assisting Firm attorneys with Processing of Estate Documents according the Firms’ procedures including printing, copying, filing of documents.
  • Assisting Firm attorneys with correspondence.
  • Create, organize, and maintain files for Estate projects according to the Firm’s established procedures
  • Tracking of status of Estate and Trust Administration matters and deadlines in the Firm’s case management software
  • Calendar and monitor key dates and deadlines.
  • Willing and eager to do anything and everything in support of the Estate/Trust Legal Team
  • Prepare or assist in preparation of estate tax returns; fiduciary income tax returns, gift tax returns
  • Prepare fiduciary accountings
  • Assist and/or prepare probate paperwork. 

Compensation: Compensation package includes Salary and Bonuses above industry norm, Health & Dental insurance, SEP IRA, flexible PTO, minimal work from home. 

Location: Position is for our Raleigh NC office. 

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

Job Application

Job Application
First
Last
Position You're Applying For
Address
City
State/Province
Zip/Postal
Country
Maximum upload size: 314.57MB

#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