Taxation And Wealth Planning Associate Attorney

Job Title: Taxation and Wealth Planning Associate Attorney
Location: Charlotte, NC

Job Overview

A law firm is seeking a dedicated and experienced Taxation and Wealth Planning Associate Attorney to join its growing team in Charlotte, NC. The ideal candidate will have 2-3 years of experience in general tax, trusts and estates, and estate planning. The candidate will be responsible for advising clients on tax-efficient strategies, managing wealth planning needs, and working with a diverse range of clients, including corporations, family-owned businesses, and private foundations. This position offers an opportunity to collaborate with a dynamic team of legal professionals in providing high-quality service to clients with complex tax and wealth planning needs.

Duties and Responsibilities

• Provide legal counsel and representation on matters related to taxation, wealth planning, estate planning, and trusts.
• Draft and review estate planning documents such as wills, trusts, and powers of attorney.
• Advise clients on tax-efficient strategies for managing personal wealth and business interests.
• Assist high-net-worth individuals and families in developing comprehensive wealth transfer plans.
• Represent clients in probate and trust administration, ensuring compliance with state and federal tax laws.
• Work with family-owned businesses, private foundations, and other tax-exempt organizations to address their unique tax planning needs.
• Analyze and resolve complex tax issues related to estates, gifts, and charitable contributions.
• Collaborate with other attorneys, accountants, and financial advisors to ensure holistic client service.
• Stay current on developments in tax law and regulations to provide up-to-date legal advice.
• Conduct legal research and prepare written memos on tax and estate planning issues.

Requirements

• Experience: 2-3 years of experience in general tax, trusts and estates, and estate planning.
• Licensure: Must be licensed to practice law in North Carolina and South Carolina.
• Education: A Juris Doctorate (JD) from an accredited law school is required. A Master’s Degree from an LLM Taxation program is strongly preferred.
• Skills: Strong academic record, with excellent written and oral communication skills.
• Knowledge: Experience working with trusts, estates, corporations, family-owned businesses, and private foundations is a plus.

Education and Certifications

• Juris Doctorate (JD) required from an accredited law school.
• A Master’s Degree in Taxation (LLM) is strongly preferred.
• An active license to practice law in North Carolina and South Carolina is mandatory.

Skills and Competencies

• Strong understanding of tax laws, estate planning, and wealth management principles.
• Excellent analytical, research, and problem-solving skills.
• Exceptional written and verbal communication abilities.
• Ability to manage multiple clients and cases simultaneously.
• High attention to detail and strong organizational skills.
• Ability to work both independently and collaboratively within a team.

This firm has offices located in South Carolina, North Carolina and Georgia. It was founded more than ninety years ago. Over one-hundred and seventy talented attorneys make up the firm. It represents clients globally. Practice areas are far-reaching such as antitrust-trade regulation litigation, commercial leasing, education, health care, insurance and sports-entertainment. Diversity in the labor force is supported at the firm. It is a member of MSI Global Alliance.