Neil Jesani Advisors, Inc. | Estate Planning Paralegal

6 days ago

sunrise, United States Neil Jesani Advisors, Inc. Full time

Estate Planning Paralegal Job Opportunity at Neil Jesani Advisors, Inc.


Are you an experienced Estate Planning Paralegal looking to move away from the oppressive law firm style of management and insanely high billable hours? Are you passionate about helping people put documents in place that state their wishes about where their assets should go at their passing and ensure it happens smoothly and minimize taxes doing so? Do you thrive in a team of elite experts where exceptional service and innovative solutions are the standard? If so, Neil Jesani Advisors, Inc. invites you to elevate your career as our Estate Planning Paralegal.


Who We Are:

Neil Jesani Advisors, Inc. is not your average firm—we’re a dynamic, full-service boutique Tax, Accounting, and Financial powerhouse based in Sunrise, FL. Our team of 25+ experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. We recently moved into our stunning 10,000+ square-foot office in Lakeshore Plaza, reflecting our growth and bold vision for the future.


Serving clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional service while building lasting, trust-filled relationships that stand the test of time.


If you’re ready to join a company that’s not just growing but thriving, where your contributions will truly matter, learn more about us at www.NeilJesani.com. Let’s create value and make a difference—together.


What Sets Us Apart:

  • Exclusive Clientele: We work exclusively with individuals and businesses where we can deliver significant value and maximum impact.
  • Deep Expertise: Our clients demand exceptional advice rooted in thorough research, not the generic approaches of average tax preparers.
  • WOW Service: We prioritize quality over quantity, ensuring every client receives unparalleled attention and outcomes that exceed expectations.
  • Lasting Impact: Beyond financial success, we help clients achieve their ideal lifestyle and craft legacies for their families and communities.


Your Role as Estate Planning Paralegal

As Estate Planning Paralegal, you will be responsible for communication with clients, scheduling meetings with the appropriate Estate Planning Attorney based on meeting subject matter, creating tasks for document progress for the attorneys, preparing them for client meetings, arranging client document executions, and client data entry. Note that this is NOT a probate position.


Qualifications

  • Bachelor’s degree or Paralegal Certification (equivalent education, training and/or experience may be considered).
  • Strong communication skills
  • Proficiency in Microsoft Office
  • Ability to learn about complex estate planning strategies and the requirements of such
  • High level of professionalism, with strong organizational skills and responsiveness
  • 5+ years experience in estate planning
  • Attention to detail and accuracy
  • Ability to work collaboratively in a team environment
  • Paralegal certification preferred
  • Experience with Canopy and WealthCounsel preferred


What We Offer:

At Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients—and your future teammates—deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities. If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. Our comprehensive benefits include a 5% 401(k) match, full healthcare coverage, and more.


We foster a high-performance yet relaxed workplace where intellectual curiosity and high-value contributions are celebrated. While we prioritize hard work and delivering value, we also value personal comfort and work-life balance.


Please note: This is a full-time position requiring candidates to work on-site at our stunning new office in Sunrise, Florida. Fully remote arrangements are not available for this role due to the collaborative and strategic nature of the work, which involves regular brainstorming and discussions with colleagues.


Apply Today and join a team dedicated to redefining excellence in tax strategy and financial success.


Make your next career move one that counts – for you, your team, and the exceptional clients we serve.


We do not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes. Thanks

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