Taxation And Wealth Planning Associate Attorney

Job Title: Taxation and Wealth Planning Associate Attorney

Location: Greensboro, NC

Job Overview

A law firm is seeking a dedicated and skilled Taxation and Wealth Planning Associate Attorney to join their team in Greensboro, NC. The ideal candidate will have 2-3 years of experience in general tax, trusts and estates, and estate planning. This position offers an excellent opportunity for professional growth in a collaborative legal environment, working closely with clients on matters related to trusts, estates, tax planning, and wealth management.

Job Duties and Responsibilities

• Provide legal counsel on matters related to tax, estate planning, and wealth management for individual clients, corporations, and family-owned businesses.
• Draft and review legal documents, including wills, trusts, and tax planning strategies for estates.
• Collaborate with clients on establishing and maintaining family trusts and charitable foundations.
• Advise high-net-worth individuals on strategies to minimize tax liabilities and protect assets.
• Assist clients with structuring estate plans to ensure smooth transitions of wealth.
• Conduct legal research on complex tax and estate planning issues.
• Represent clients in legal proceedings related to tax disputes or estate administration.
• Stay current with changes in state and federal tax laws, estate planning regulations, and trust administration best practices.
• Coordinate with other attorneys, accountants, and financial advisors to provide comprehensive legal support.
• Manage and maintain client relationships, providing ongoing legal advice and support.

Requirements

• 2-3 years of relevant experience in general tax law, estate planning, and trusts.
• Juris Doctorate (JD) from an accredited law school.
• Strong academic record.
• Excellent written and oral communication skills.
• Experience working with corporations, family-owned businesses, private foundations, and tax-exempt organizations is a plus.
• Must be licensed to practice law in North Carolina and South Carolina.

Preferred Education and Certifications

• A Master’s Degree (LLM) in Taxation is strongly preferred.
• Current licenses to practice law in both North Carolina and South Carolina.

Key Skills

• In-depth understanding of tax laws, estate planning strategies, and wealth management.
• Strong legal research and analytical skills.
• Ability to draft comprehensive legal documents for tax and estate planning.
• Effective communication and negotiation skills.
• Client-focused with the ability to manage multiple client relationships.
• Ability to work independently and collaboratively within a legal team.