Overview
Business/Tax Paralegal Jobs in Kansas City, USA at Creative Planning
The Business/Tax Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning’s legal department.
JOB DUTIES
- Form business entities for attorneys
- Create business and tax documents and forms for attorneys
- Prepares mailings to clients of documents and forms to be signed
- Reviews and processes incoming signed documents and forms from clients
- Prepares attorney and transmittal correspondence
- All other duties as assigned
REQUIRED EXPERIENCE / QUALIFICATIONS
- Efficient, detail-oriented, and accurate
- Proficient in MS Office
PREFERRED EXPERIENCE / QUALIFICATIONS
- 3+ years of experience in a similar role preferred
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Title: Business/Tax Paralegal
Company: Creative Planning
Location: Kansas City, USA
Category:
