Wealth Planning Attorney

4 hours ago


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

We are seeking a highly skilled Wealth Planning Attorney to join our team at Stealth Recruiting Services.

About the Role

This is an exciting opportunity to work with high-net-worth individuals and businesses, providing comprehensive legal solutions for estate and wealth planning.

Key Responsibilities

  • Draft and review wills, trusts, and related estate planning documents
  • Advise clients on federal estate and gift taxes, ensuring compliance with relevant laws and regulations
  • Handle estate administration and sophisticated tax planning for individuals and entities, including partnerships and corporations
  • Collaborate with clients to develop tailored estate planning strategies
  • Conduct research and present complex legal solutions in clear, concise 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

What We Offer

  • Competitive compensation and benefits package
  • Opportunity for professional growth and development
  • Collaborative work environment with a focus on work-life balance
  • Relocation assistance available

Benefits

  • 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


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