Wealth Planning Attorney

1 week ago


Charlotte, North Carolina, United States Stealth Recruiting Services Full time

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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