Taxation And Wealth Planning Associate Attorney

Taxation And Wealth Planning Associate Attorney

Company name : BCG Attorney Search

Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.

Experience : 1-6 yrs required

Location : Charlotte, NC, United States

Posted on : Sep 19, 2024

Valid Through : Oct 19, 2024

Job Overview

A law firm is seeking a dedicated and experienced Taxation and Wealth Planning Associate Attorney to join its growing team in Charlotte, NC.

The ideal candidate will have 2-3 years of experience in general tax, trusts and estates, and estate planning. The candidate will be responsible for advising clients on tax-efficient strategies, managing wealth planning needs, and working with a diverse range of clients, including corporations, family-owned businesses, and private foundations.

This position offers an opportunity to collaborate with a dynamic team of legal professionals in providing high-quality service to clients with complex tax and wealth planning needs.

Duties and Responsibilities

• Provide legal counsel and representation on matters related to taxation, wealth planning, estate planning, and trusts.
• Draft and review estate planning documents such as wills, trusts, and powers of attorney.
• Advise clients on tax-efficient strategies for managing personal wealth and business interests.
• Assist high-net-worth individuals and families in developing comprehensive wealth transfer plans.
• Represent clients in probate and trust administration, ensuring compliance with state and federal tax laws.
• Work with family-owned businesses, private foundations, and other tax-exempt organizations to address their unique tax planning needs.
• Analyze and resolve complex tax issues related to estates, gifts, and charitable contributions.
• Collaborate with other attorneys, accountants, and financial advisors to ensure holistic client service.
• Stay current on developments in tax law and regulations to provide up-to-date legal advice.
• Conduct legal research and prepare written memos on tax and estate planning issues.

Requirements

• Experience : 2-3 years of experience in general tax, trusts and estates, and estate planning.
• Licensure : Must be licensed to practice law in North Carolina and South Carolina.
• Education : A Juris Doctorate (JD) from an accredited law school is required. A Master’s Degree from an LLM Taxation program is strongly preferred.
• Skills : Strong academic record, with excellent written and oral communication skills.
• Knowledge : Experience working with trusts, estates, corporations, family-owned businesses, and private foundations is a plus.

Education and Certifications

• Juris Doctorate (JD) required from an accredited law school.
• A Master’s Degree in Taxation (LLM) is strongly preferred.
• An active license to practice law in North Carolina and South Carolina is mandatory.

Skills and Competencies

• Strong understanding of tax laws, estate planning, and wealth management principles.
• Excellent analytical, research, and problem-solving skills.
• Exceptional written and verbal communication abilities.
• Ability to manage multiple clients and cases simultaneously.
• High attention to detail and strong organizational skills.
• Ability to work both independently and collaboratively within a team.

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