Delta System & Software, Inc.
Estate and Wealth Planning Paralegal
Delta System & Software, Inc., Charlotte, North Carolina, United States, 28245
Account Manager @ Delta System & Software, Inc. | MBA
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Direct message the job poster from Delta System & Software, Inc.
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 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.
Key Words
Legal Secretary
Paralegal
Wealth
tax
Legal
Law
Bachelor's Degree Requirement:
No
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Consulting
Referrals increase your chances of interviewing at Delta System & Software, Inc. by 2x
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Direct message the job poster from Delta System & Software, Inc.
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 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.
Key Words
Legal Secretary
Paralegal
Wealth
tax
Legal
Law
Bachelor's Degree Requirement:
No
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Consulting
Referrals increase your chances of interviewing at Delta System & Software, Inc. by 2x
#J-18808-Ljbffr