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July 1, 2026

Tax and Wealth Planning Paralegal

Trusts & Estates
Fox Rothschild

Fox Rothschild

Atlanta

Tax and Wealth Planning Paralegal

Fox Rothschild
Fox RothschildAtlanta

Practice area

Trusts & Estates

PQE

8+ years

Location

Atlanta, Georgia

Employment type

Full-time

Overview

  • Serve as a Taxation and Wealth Planning Paralegal for Fox Rothschild LLP's established trusts and estates team.
  • Requires a minimum of eight years of paralegal experience in trusts and estates.
  • Educational requirement is a Bachelor's degree, or an Associate’s degree/paralegal certificate combined with the eight years of experience.
  • Primary tax responsibilities include preparing Federal and State Estate Tax Returns, Federal Gift Tax Returns, and calculating taxes, exemptions, and executor fees.
  • Manage estate and trust administration tasks, such as preparing and filing probate documents, drafting simple wills, preparing accountings, and processing trustee appointments.
  • Handle corporate and entity-related tasks including forming entities with the Secretary of State, preparing corporate minutes, maintaining minute books, and preparing/filing deeds.
  • Conduct basic legal research on local, state, and federal tax authority, summarizing findings for attorneys, and manage tax-related deadlines and client calendars.
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint) and working knowledge of tax preparation software (e.g., EstateWorks, Gems, Zane) are required.
  • Demonstrate strong organizational, problem-solving, and numerical skills, with the ability to manage multiple projects, maintain confidentiality, and provide excellent client service.
  • Applicants must be currently authorized to work in the United States on a full-time basis now and in the future; sponsorship is not provided for this position.

Last updated: July 8, 2026

More Trusts & Estates positions in Atlanta →All positions at Fox Rothschild →Browse all positions →

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No recruiter found for Fox Rothschild in Georgia

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  • Rebecca Glatzer

    Rebecca Glatzer

    Legal Recruiter

    Major, Lindsey & Africa

    Why talk to Rebecca Glatzer?

    MacKenzie Gansert joined Holland & Knight LLP's Atlanta office in the Litigation group.

    Rebecca was invaluable in helping me navigate my job search. She was responsive, proactive, and took the time to really listen to me throughout the search. I highly recommend Rebecca as a legal recruiter!

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  • Andrew J. Merson

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    Why talk to Andrew J. Merson?

    Andrew H. joined Holland & Knight LLP's Atlanta office in the Real Estate group.

    I would highly recommend Andrew, who was extremely responsive, organized, and helpful throughout the entire recruiting process and beyond. He was always available to answer questions or provide guidance along the way, which was invaluable. Working with Andrew was an excellent experience all around!

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  • Austin Hale

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    Nicole Stone joined Troutman Pepper Locke's Atlanta office in the Insurance group.

    Austin is an incredible recruiter and advocate for any person looking for a new professional role. He is upfront about details and what to expect from the potential role and he communicated with me throughout the entire pre and post interview process to ensure I was comfortable with the outcome. Austin is easily the best recruiter I’ve ever worked with and made my “non negotiables” a priority when it came to finding the right fit for me professionally.

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