Estate Planning Attorney: Wealth Transfer & Tax Strategy
BBG Ventures, LLC
BBG Ventures, LLC in Charlotte, NC is seeking an experienced Estate Planning attorney to join their prestigious law firm. This role involves managing complex estate and tax matters while providing strategic guidance to clients on wealth transfer and investment changes. The ideal candidate should have 3-5 years of relevant experience, excellent drafting and analytical skills, and North Carolina bar admission. The firm offers a supportive environment with partnership track opportunities and a comprehensive benefits package. #J-18808-Ljbffr BBG Ventures, LLC
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Estate Planning Attorney: Wealth Transfer & Tax Strategy in Charlotte, NC vacancy
- ...Charlotte, NC specializing in estate planning, tax, corporate... ...experienced Estate Planning attorney. We are a mid‑sized... ...minimize taxes and protect wealth for the benefit of... ...estate and wealth transfer planning, including advanced gifting strategies, sophisticated estate...TaxWork experience placementWork at office
$130k - $160k
...Job Description Trust & Estate Tax Manager | 100% Remote $13... ...consulting, advisory and tax planning firm is looking for a Trust... ...comprehensive tax planning strategies across personal, fiduciary,... ...trust instruments to support wealth transfer goals and minimize tax...TaxImmediate startRemote workRelocationBenaiah Consulting Group. LLC
Charlotte, NC16 days ago- ...individuals and families build, protect, and transfer wealth through comprehensive and personalized planning. With established offices in Michigan and... .... Deliver comprehensive wealth management strategies (investments, estate, tax, risk, multigenerational). Proactively...TaxWork at office
- ...Our client has opportunities in over 10 offices that will focus on estate planning, real estate transactions, tax planning and other work related to transactional work for clients. The ideal candidate must have at least 2 years of experience of estate planning, probate...TaxFull time
- ...prepares documents (e.g., federal estate and gift tax returns, probate documents,... ...estate accountings, estate planning documents). Reviews,... ...the development of strategies. Prepares estate filings,... ...Legal Secretary Paralegal Wealth tax Legal Law Bachelor'...TaxFull time
- ...Erin Patterson Law, PLLC is a boutique estate planning and trust & estate administration firm located... ...Overview We are seeking an Associate Attorney (1–5 years of experience) to join our... ...estates Additional licensure (e.g., SC) or tax credentials (LLM, CPA) a plus Key...TaxFull timeWork at office
Erin Patterson Law PLLC
Charlotte, NC5 days ago - ...Description Job Description If you’re an estate planning attorney who’s tired of capped income, firm... ...Solutions is a client-focused wealth management firm dedicated to providing... ...personalized financial planning and investment strategies. We pride ourselves on building...
Integrity Wealth Solutions
Charlotte, NC17 days ago - ...prestigious law firm in Charlotte, NC, is seeking an experienced Estate Planning attorney to join their dedicated team. This role involves... .... Candidates must have extensive knowledge of estate and wealth transfer planning, and experience in both charitable planning and...
- Provides wealth planning consultations and support to Vanguard's clients and financial advisors... ...by providing them with advanced estate planning, income tax and financial planning analysis. You... ...net-worth clients with planning and strategy in the areas of income tax, advanced...TaxRemote jobWork experience placementWork at officeRelocation package
- ...has an opening for a Private Wealth Advisor (PWA). This is an exclusive... ...holistically on wealth and estate planning, investments, banking, credit,... ...customized wealth management strategies, including investment management, estate planning, tax optimization, and retirement planning...TaxTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
Professions
Charlotte, NC5 days ago $100 per hour
The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build,... ...retirement, risk management, estate, and tax considerations. In addition,... ...and holistic investment strategy for each client. Ability to...TaxWork at officeLocal areaRemote work2 days per week- A respected law firm is seeking an Estate & Wealth Planning Paralegal in Charlotte, NC. The role requires strong skills in estate administration, including preparation of complex tax returns. The ideal candidate will have experience in managing client interactions and will...Tax
- Fox Rothschild LLP is looking for a Taxation and Wealth Planning Paralegal in Charlotte, NC with at least eight years of experience. The successful candidate will manage calendars, prepare estate tax returns, and support estate and trust administration. Excellent communication...Tax
- ...teams who are interested in wealth planning services to address their... ...net worth clients' trust, estate/wealth transfer, and financial planning needs... ...information, and developing planning strategies while focusing on the bank'... ...income and wealth transfer tax planning, investments,...TaxWork experience placementLocal areaWork from homeShift workDay shift
- ...Search, LLC in Charlotte, NC is seeking a Tax Advisor to work closely with clients, lead tax planning discussions, and provide advisory services... ...offers exposure to high-net-worth individuals, estates, trusts, and family wealth structures within a holistic advisory team....Tax
- Fox Rothschild in Charlotte, NC is seeking an experienced Taxation and Wealth Planning Paralegal with a minimum of eight years of experience. This role involves preparing estate tax returns, managing calendar deadlines, and providing various administrative duties related...Tax
$150k - $175k
...Compensation Based on Experience. Associate Attorney $150000 - $175000 per year | Charlotte, NC | On-Site | Permanent Estate Planning Attorney A bit about us: Our client is a... ...experience with wills, trusts, and elder care strategies. • Strong analytical and problem-solving...Permanent employmentLocal areaAustralia-Employment
Charlotte, NC2 days ago- ...service law firm of more than 400 attorneys and professionals, is seeking an experienced Estate & Wealth Planning Paralegal to join its... ...estates, preparing gift and estate tax returns, and other team... ...regarding the development of strategies. Prepares estate filings,...TaxWork at office
- ...the heart of South End, Charlotte is looking for a Lead Estate Planning & Elder Law Attorney to join the team and take ownership of a growing... ...wills, trusts, asset protection, and long-term planning strategies Manage matters from intake through execution with full...
- ...LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of... ...well-established trusts and estates team with a deep client base.... ...including working closely with attorneys, paralegals and other colleagues... ...management, including tax-related deadlines and client...TaxFull timeContract workWork experience placementWork at officeLocal area
$75k - $85k
Focus Partners Wealth is looking for an Associate Wealth Advisor in Charlotte, North... ...involves developing personalized wealth strategies and closely collaborating with Wealth Advisors... ...and a strong grasp of investment and tax planning strategies. The position offers a...TaxRemote job- ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...relationships, deliver holistic financial planning, and provide tailored investment guidance... ...(e.g., concentrated positions, tax‑aware strategies, multi‑goal planning), synthesizing inputs...TaxWork at office
Charles Schwab Careers
Charlotte, NC2 days ago $75k - $85k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor... ...opportunity to work with a planning centric team dedicated to creating... ...include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Primary...TaxLocal areaRemote workFocus Partners Wealth
Charlotte, NC1 day ago- A consulting firm in Charlotte is seeking an Account Manager responsible for overseeing estate and trust administration. The role involves drafting complex legal documents and interacting with clients. Candidates must have experience in estate administration, strong communication...TaxFull time
- ...Wealth Advisor Are you a Certified Financial Planner (CFP... ...saving/spending strategies, Wealth Advisors give our... ...success by providing financial planning solutions using our time-tested... ...related to investment advice, tax strategies, legacy & estate planning, philanthropic...TaxWork at officeLocal areaRemote workRelocationMonday to Friday
Vanguard
Charlotte, NC1 day ago - ...A fast-growing wealth management firm in Charlotte is seeking an Associate Adviser to provide support across client relationships... ..., a strong communication style, and an interest in financial planning and tax advisory. This role offers competitive compensation, a comprehensive...Tax
Verum Partners
Charlotte, NC2 days ago $114k - $130k
Wealth Client Relationship Mgmt The Wealth Client Relationship... ...strategic and tactical plans with strong... ...challenges. Tailors investment strategies for clients,... ...issues, liquidity needs and tax implications to devise... ...guidance. Confers with tax attorneys, accountants, etc. to...TaxWork experience placement$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description... ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex...TaxH1bPricewaterhouseCoopers
Charlotte, NC3 days ago- Australia-Employment is seeking an Associate Attorney in Charlotte, NC, with a focus on estate planning law. Candidates must possess a Juris Doctor (JD) degree and have at least 2 years of relevant experience. This position is part of a supportive and collaborative law...
- Overview Wealth Client Relationship Management supervises... ...strategic and tactical plans with strong... ...challenges. Tailors investment strategies for clients,... ...issues, liquidity needs and tax implications to devise... ...guidance. Confers with tax attorneys, accountants, etc. to determine...TaxWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate Planning Attorney: Wealth Transfer & Tax Strategy. Be the first to apply!
Related searches
- entertainment attorney Charlotte, NC
- remote contract attorney Charlotte, NC
- junior associate attorney Charlotte, NC
- commercial litigation attorney Charlotte, NC
- transactional attorney Charlotte, NC
- senior associate attorney Charlotte, NC
- senior attorney Charlotte, NC
- product liability attorney Charlotte, NC
- defense attorney Charlotte, NC
- labor & employment attorney Charlotte, NC