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Business/Tax Paralegal

Creative Planning · Région métropolitaine de Kansas City

🇬🇧 English
MS Office

Job description

About the role

The Business/Tax Paralegal provides essential administrative and substantive legal support to the attorneys within Creative Planning’s legal department, handling business formation and tax documentation tasks.

Key responsibilities

  • Form business entities for attorneys
  • Create business and tax documents and forms for attorneys
  • Prepare mailings to clients of documents and forms to be signed
  • Review and process incoming signed documents and forms from clients
  • Prepare attorney and transmittal correspondence
  • Perform all other duties as assigned

Required profile

  • Bachelor’s degree
  • Efficient, detail‑oriented, and accurate
  • 3+ years of experience in a similar role (preferred)

Required skills

  • Proficiency in Microsoft Office (MS Office)

Questions fréquentes

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Creative Planning

Région métropolitaine de Kansas City