Business/Tax Paralegal
Business/Tax Paralegal at Creative Planning — Remote
- Company: Creative Planning
- Location: Remote
- Employment type: FULL_TIME
- Salary: USD 650–127000 / year
- Posted: 2026-06-17
About this role
The Business/Tax Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning’s legal department.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
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
Bachelor’s degree
Efficient, detail-oriented, and accurate
Proficient in MS Office
PREFERRED EXPERIENCE / QUALIFICATIONS
3+ years of experience in a similar role preferred