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
- ...are seeking an experienced Estate Planning Attorney to join our sophisticated... ...complex estate planning, wealth preservation, business... ...healthcare directives, gifting strategies, and related estate... ...gift, generation-skipping transfer, and income tax planning strategies. Counsel...TaxPrivate practice
- ...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
- ...Description Full-Time Associate Attorney in Estate Planning, Probate, & Elder Law... ...planning, asset protection strategies, business formations, and trust... ...and/or formal training in tax matters (individual and... ...gift tax, generation skipping transfers tax) or in adjacent fields...TaxFull timeWork experience placementWork at officeLocal areaRelocation
- Wealth Planning Strategies The Wealth Planning Strategy job partners... ...liquidity needs and tax implications to devise... ...guidance. Liaises with tax attorneys, accountants, etc. to... ...financial, estate and tax planning education... ..., appropriate wealth transfer, estate and tax...TaxWork experience placement
- ...Bank Of America Wealth Planning Specialist At Bank of America, we... ...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
- ...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
$90k - $140k
...firm specializing in tax matters ONSITE!... ...Permanent Associate Attorney with a focus on Trusts and Estates to join our dynamic... ...passion for estate planning and a knack for navigating... ...on tax planning strategies to minimize estate,... ...-skipping transfer taxes. 5. Represent...TaxPermanent employmentLocal area- ...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...
- ...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
- ...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
- 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
- Morgan-Stanley is seeking a Financial Planning Director in Charlotte, NC to partner with Financial Advisors... ...clients. In this role, you will provide expertise in tax mitigation, estate planning, and wealth transfer strategies. Successful candidates will have a Bachelor's...Tax
- Carolina Legal Staffing is seeking an experienced Estate Planning Attorney to join their sophisticated private client practice in Charlotte. The... ...advise high-net-worth clients on complex estate planning, wealth preservation, and trust administration matters. This role requires...Private practice
$133.37k - $156.9k
...Description U.S. Bank is seeking an attorney to join the Law Division’s Wealth Management & Investment... ...regulation, and business strategy. The position offers... ...requirements, and applicable tax law, to provide clear,... ...employer-funded retirement plan Paid vacation (from two to...TaxFull timeTemporary workLocal area3 days per week- ...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
- ...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...
- ...areas have expanded to include trusts and estates, adoption, mediation, immigration, and... ...family law. We are seeking an Estate Planning Attorney for our office in Belmont, North Carolina... ..., placement, promotion, termination, transfer, compensation, and training. #J-18808-...Temporary workWork at officeLocal area
$116.2k - $212.9k
...Capital Markets, Wealth and Asset... ...Insurance, and Real Estate, Hospitality... ...! EY’s FSO tax practice provides... ...tax minimization planning, on-call advice... ...implement tax strategies aligned with... ..., side pocket, transfer partnership interest... ...or a licensed Attorney is required...TaxWork experience placementSummer holidayLocal areaFlexible hours$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... ...with wills, trusts, and elder care strategies. • Strong analytical and problem-solving...Permanent employmentLocal area- 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
$124k - $335k
...Asset & Wealth Management - Renewable Energy Tax Senior Manager The Opportunity: As an Asset & Wealth Management... ...tax risks and structuring tax strategies for our Financial Services clients... ...the development of innovative tax planning solutions and methodologies...TaxLocal area- ...Trust (“CTC”) is a private wealth management firm launched... ...portfolio accounts, tax advice, trust and estate planning and family office services... ...relationships with referral sources (attorneys, accountants, etc.) and... ...distributions, wire transfers, etc. with CTC’s primary...TaxWork at office
$160k - $180k
...**Job Description:**Adhesion Wealth is a leading provider of outsourced... ...own multi-manager (UMA) strategies, access SMA strategies and... ...personal and direct indexing, tax management, tax transitions,... ...Responsibilities*** Provide strategic planning and development support,...TaxWork at officeFlexible hours- ...Wealth Management Associate | Charlotte A well-established UHNW wealth management firm... ...role supports senior advisors across core planning and investment functions. The firm is... ...experience. Key Responsibilities • Support tax and strategic wealth planning for UHNW...TaxLocal area
- ...A law firm located in Belmont, North Carolina is seeking an experienced Estate Planning Attorney. The role involves providing legal guidance on trusts and wills while managing a caseload. Ideal candidates must be licensed in North Carolina with 3+ years of estate planning...
$75k - $85k
...Associate Wealth Advisor Charlotte, North Carolina, United States, Remote... ...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...TaxRemote work$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up... ...providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate...TaxFull timeH1b$99k - $266k
...Specialty/Competency: Transfer Pricing Industry/Sector: Not Applicable Time Type... ...: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate...TaxFull timeH1bLocal area$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up... ...providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate...TaxFull timeH1b
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