Note: This position requires employees to be on-site at the Charlotte, NC office.

About Our Client

Our client is one of the most experienced private wealth practices on the East Coast, offering comprehensive legal solutions to high-net-worth individuals and businesses. They are known for their innovative approach to estate and wealth planning, ensuring that clients receive tailored solutions to protect and grow their assets. With a commitment to excellence and personalized service, they have earned a strong reputation in the legal community.

Job Description

Draft wills, trusts, and related estate planning documents Advise clients on federal estate and gift taxes Handle estate administration and sophisticated tax planning for individuals and entities Work with partnerships, corporations, and closely-held businesses for estate planning Collaborate on charitable planning initiatives Conduct research and present complex legal solutions in clear terms

Qualifications

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 Is a Great Opportunity

Join a leading and 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 #LI-SK3   Job code: JPC - 75