Taxation And Wealth Planning Associate Attorney

Taxation And Wealth Planning Associate Attorney

Company name

A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.

BCG Attorney Search

Experience

1-6 yrs required

Posted on

Sep 19, 2024

Valid Through

Oct 19, 2024

Profile

Job Overview

A law firm is seeking a Taxation and Wealth Planning Associate Attorney to join its team in Raleigh, NC. The ideal candidate will have 2-3 years of experience in general tax law, trusts and estates, and estate planning.

This role involves working with high-net-worth individuals, corporations, family-owned businesses, and tax-exempt organizations to provide strategic advice on tax and wealth planning matters.

The position offers opportunities for career growth within a dynamic legal environment, handling complex cases and transactions.

Key Responsibilities :

• Advise clients on tax planning strategies, including estate, gift, and income tax matters.
• Draft, review, and implement estate planning documents such as wills, trusts, and powers of attorney.
• Represent clients in trust and estate administration, including preparing federal estate tax returns and fiduciary income tax returns.
• Counsel clients on business succession planning, especially for family-owned businesses and closely held corporations.
• Work with private foundations and other tax-exempt organizations on formation, governance, and compliance.
• Collaborate with corporate attorneys on tax aspects of business transactions, including mergers, acquisitions, and reorganizations.
• Analyze the tax implications of investment strategies, charitable giving, and wealth transfer.
• Represent clients in tax disputes, audits, and appeals with federal, state, and local tax authorities.
• Maintain up-to-date knowledge of tax laws and regulations to ensure compliance and minimize tax liabilities for clients.
• Build and maintain strong client relationships through regular communication and high-quality service.

Requirements :

• Experience : 2-3 years of experience in general tax law, trusts and estates, and estate planning.
• Education : Juris Doctorate (JD) required.
• Specialization : A Master’s Degree from an LLM Taxation program is strongly preferred.
• Licensing : Must be licensed to practice law in North Carolina and South Carolina.
• Communication Skills : Strong written and oral communication skills are essential, with a proven ability to draft clear and concise legal documents.
• Academic Record : A strong academic background demonstrating analytical and problem-solving skills.

Preferred Experience :

• Experience working with trusts, estates, corporations, family-owned businesses, and tax-exempt organizations.
• Familiarity with private foundations and other charitable organizations, including legal compliance and governance issues.
• Knowledge of tax planning strategies for high-net-worth individuals and their families.

Skills and Competencies :

• Strong understanding of federal, state, and local tax laws and regulations.
• Excellent analytical, research, and problem-solving skills.
• Detail-oriented with the ability to manage multiple client matters efficiently.
• Strong client service orientation, with a focus on building lasting client relationships.
• Ability to work both independently and collaboratively within a legal team.
• Proficiency in legal research databases and tax software tools.
• Exceptional organizational and time management skills.

Certifications :

Licensed to practice law in both North Carolina and South Carolina.

Job Location : Company info

Company info

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