A Mid-sized Triad-based firm is seeking an experienced Attorney to work in Trust & Estate Planning and Private Wealth.
The firm has been in practice 40+ years and advises families, closely-held businesses and charities on Tax, Estate Planning and Business Succession.
This is a unique opportunity with a prestigious firm which offers sophisticated assignments that are both complex and challenging. In addition, this person will play a key role in helping to develop the future of this practice group at the firm.
Responsibilities:
Customize Tax and Estate Planning advice with regards to estate freezing, business succession, complex estate planning with charitable strategies, analyzing complex tax issues, and drafting trust modifications and decanting
Research and apply the rules that govern estate, gift, GST and income taxation of trusts and estates
Trust and Estate Administration advice: preparation of Form 706; supervise preparation of Form 709
Work directly with clients to establish, develop and maintain positive, long-term relationships
Qualifications/Requirements:
Must be licensed to practice in North Carolina or willing to become licensed in North Carolina.
Four or more years experience in Trusts & Estate planning
Masters of Law/LLM in Taxation or Estate planning preferred
Strong verbal and written communication skills
Demonstrated skills in client interaction
Very competitive compensation and benefits package offered.
Benefits
The company offers multiple benefits, including health insurance, vision insurance, firm-paid HRA, life insurance, STD and LTD, 401k, paid profit sharing, paid holidays, 17 PTO days the first year, annual longevity bonus, FSA, and firm paid CLE and notary.
