Wealth Planning Attorney
1 week ago
Job Summary
We are seeking an experienced Wealth Planning Attorney to join our team at Stealth Recruiting Services. As a key member of our wealth planning practice, you will play a critical role in helping high-net-worth individuals and businesses navigate complex estate and tax planning matters.
About Our Client
Our client is a leading private wealth practice on the East Coast, renowned for their innovative approach to estate and wealth planning. With a strong commitment to excellence and personalized service, they have earned a reputation for delivering tailored solutions that protect and grow their clients' assets.
Job Responsibilities
- Drafting wills, trusts, and related estate planning documents
- Providing expert advice on federal estate and gift taxes
- Handling estate administration and sophisticated tax planning for individuals and entities
- Working with partnerships, corporations, and closely-held businesses for estate planning
- Collaborating on charitable planning initiatives
- Conducting research and presenting complex legal solutions in clear terms
Requirements
- 2-4 years of experience in trusts and estates law
- Admitted to the North Carolina State Bar
- Proficiency in drafting estate planning documents (wills, trusts, etc.)
- In-depth knowledge of federal estate and gift tax laws
- Experience with estate administration and tax planning for partnerships and corporations is preferred
- Strong research, writing, and presentation skills
- Excellent interpersonal skills and ability to work collaboratively
Why This Opportunity?
- Join a respected wealth planning practice
- Work on high-net-worth cases and complex estate planning matters
- Opportunity for professional growth and development
- Competitive compensation and benefits package
- Collaborative work environment with a focus on work-life balance
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Relocation assistance
- Retirement plan
- Vision insurance
Location
Charlotte
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