Wealth, Trust & Estate Planning Associate Attorney - Orion Placement

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