What are the responsibilities and job description for the Paralegal Estate and Wealth Planning position at Delta System & Software, Inc.?
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
Estate Planning
Wealth
tax
Legal
Law
Bachelor’s Degree Requirement: No