Estate & Wealth Planning Paralegal Job at Delta System & Software, Inc., Charlotte, NC

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  • Delta System & Software, Inc.
  • Charlotte, NC

Job Description

Paralegal Estate and Wealth Planning

Prominent law firm of more than 400 attorneys and professionals is seeking an experienced Estate & Wealth Planning Paralegal to join its Charlotte, NC office. This position will involve administration of estates, preparing gift and estate tax returns, and other team projects

This is a direct hire position.

Essential Duties & Responsibilities:

  • Abides by the ethical requirements as set forth by the Rules of Professional Conduct.
  • Drafts and/or prepares documents (e.g., federal estate and gift tax returns, probate documents, estate accountings, estate planning documents).
  • Reviews, proofs, revises, and organizes documents in in estate and trust administration matters.
  • Schedules and participates in meetings or conferences with clients.
  • Provides analysis and input regarding the development of strategies.
  • Prepares estate filings, and other court documents
  • Regular and in-person attendance is required to perform the essential functions of this interactive position.
  • Performs additional duties and responsibilities as assigned.

Qualifications & Experience:

  • Bachelor's degree or equivalent combination of experience and education required.
  • Prior experience in estate administration required, including experience with the preparation of complex federal estate and gift tax returns for high net worth individuals.
  • Candidates must have strong verbal and written communication skills, the ability to work independently on multiple outstanding matters, and be able to maintain a strong substantive understanding of the legal aspects of their work and related documentation.

Job Tags

Work at office,

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