Medicaid Paralegal

McCarthy Law is an established, small, but rapidly growing firm located in downtown East Greenwich, dedicated to providing comprehensive legal services to our clients in matters related to estate planning, elder care law, probate, guardianship, and residential real estate transactions. Our team is committed to delivering personalized attention and tailored solutions to meet the unique needs of each client. We are a female-founded firm and are known in the area for our welcoming environment and compassionate approach.

We are seeking an experienced Medicaid Paralegal to join our dynamic team. The ideal candidate will have a strong background in Medicaid eligibility, asset protection strategies, and long-term care planning. This role involves preparing Medicaid applications, gathering financial documentation, and assisting attorneys in developing Medicaid planning strategies for clients.

Responsibilities:

• Assist attorneys in preparing and submitting Medicaid applications for long-term care benefits
• Process and respond to Additional Document Requests with state Medicaid agency
• Prepare Medicaid cases for appeals hearings
• Review and analyze client financial documents to determine Medicaid eligibility
• Communicate with state Medicaid agencies, financial institutions, and clients to facilitate application processing
• Conduct legal research on complex Medicaid and elder law issues
• Stay current on Medicaid regulations, policies, and procedures to ensure compliance with state and federal laws
• Provide guidance and support to clients and their families throughout the Medicaid application process
• Draft legal documents, including trusts, deeds, spend-down plans, and other estate planning instruments related to Medicaid eligibility
• Communicate effectively with a variety of contacts, including outside attorneys, senior management, and support staff with a high level of personal integrity and professional ethics
• Coordinate with nursing homes, assisted living facilities, and other care providers regarding Medicaid eligibility and payment issues
• Assist attorneys in crisis planning and proactive asset protection strategies for clients
• Manage and organize client files, ensuring all documents are accurate and up-to-date.
• Cultivate and maintain relationships with clients, referral sources, and community organizations
• Utilize Software for Estate Planning including Wealth Counsel (including former ElderCounsel Suite) and Adapt
• Track and manage billable hours and ensure all aspects of client and case management are properly met

Requirements:

• Bachelor's degree and/or paralegal certificate from an accredited institution
• Minimum of 2 years experience in Medicaid planning, elder law, or estate planning
• Strong understanding of Medicaid eligibility rules, asset protection strategies, and elder law
• Proficiency in Microsoft Office Suite and legal case management software
• Desire to learn and grow, engage in personal development and contribute to firm growth
• Detail-oriented with strong organizational and time management skills
• Must be highly motivated and work well under pressure with minimal supervision
• Excellent communication, interpersonal, and client service skills
• Ability to work independently and as part of a collaborative team in a fast-paced environment
• Possess excellent problem-solving abilities
• Must be comfortable managing tasks and meeting deadlines with little supervision
• Lead with empathy and compassion, while maintaining professionalism

Benefits:

• Competitive salary commensurate with experience
• Bonus incentives based on performance and business development contributions
• Comprehensive benefits package including health insurance, life insurance, 401k with Safe Harbor match, and paid time off
• Opportunities for professional development and growth within the firm
• Supportive work environment with a collaborative team culture

The position is in-person at our East Greenwich, Rhode Island office. The hours are approximately 9:00AM-4:30PM Monday through Friday.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance

Schedule:

• Day shift
• Monday to Friday
• No weekends

Work Location: In person

Salary : $60,000