Estate Planning Paralegal

Job ID:
Charlotte, NC
per year
Zip Code:
Employment Type:
Full time

Job Description:

Culp Elliott & Carpenter, PLLC, a Charlotte law firm, is seeking
an experienced Estate Planning and Estate Administration Paralegal
with a strong desire to learn estate planning and estate
administration. The successful candidate will possess significant
experience in or the willingness to learn all areas of estate
planning and estate administration, including preparation of estate
and gift tax returns, preparation of wills and trust agreements,
estate and trust administration.
Responsibilities include managing all areas of trust and estate
administration including:

Correspondence with clients
Valuation of assets
Maintaining and analyzing financial records
Bill payment and balancing checkbooks.

Candidate must have the ability to work closely with multiple
individuals, competing priorities and tight deadlines. Must be able
to work independently to manage and execute projects in an
efficient and timely manner. Competencies should include excellent
written and oral communication skills, experience with accounting
and bookkeeping, strong proofreading skills, and the ability to pay
strict attention to detail. Experience using Fast Tax FPS 706-709,
Brentmark Numbercruncher, Tvalue, Quickbooks and HotDocs will be
helpful in this position.
To be successful in this position, the candidate must have the
desire and capability to provide superior client service.
Bachelor's degree or equivalent paralegal experience or accounting
experience required. EOE
Company Info
Culp Elliott & Carpenter, PLLC