Estate and Wealth Planning Paralegal

Delta System & Software, Inc.; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

A consulting firm in Charlotte is seeking an Account Manager responsible for overseeing estate and trust administration. The role involves drafting complex legal documents and interacting with clients. Candidates must have experience in estate administration, strong communication skills, and a Bachelor's degree or equivalent experience. This full-time position requires regular in-person attendance, making it vital for candidates to be proactive and detail-oriented.

Qualifications

• Prior experience in estate administration required.
• Experience with complex federal estate and gift tax returns for high net worth individuals.
• Ability to maintain understanding of legal documentation.

Responsibilities

• Abides by ethical requirements as per Rules of Professional Conduct.
• Drafts documents related to federal estate and gift tax returns.
• Participates in client meetings and conferences.
• Provides input on strategy development.
• Prepares estate filings and other court documents.
• Regular in-person attendance required.
• Regular in-person attendance is required to perform essential functions.

Skills

Strong verbal and written communication skills

Ability to work independently on multiple tasks

Strong understanding of legal aspects and documentation

Legal knowledge

Education

Bachelor's degree or equivalent experience

Job description

Account Manager @ Delta System & Software, Inc. | MBA

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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

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