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Estate Planning Paralegal - Charlotte, NC

Company: Cup Elliott and Carpenter, PLLC
Job type: full-time
Category: Legal Services

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Job description

Culp Elliott and Carpenter, PLLC, a Charlotte law firm, is seeking
a top notch Estate Planning Paralegal with a strong understanding
of probate and estate administration. The successful candidate will
possess significant experience in the areas of estate and gift tax
returns, preparation of wills and trust agreements, estate
administration and accounting/bookkeeping.
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, sometimes under stressful situations, 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 required,
paralegal certification preferred. EOE

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