BCG Attorney Search
Taxation And Wealth Planning Associate Attorney
BCG Attorney Search, Raleigh, North Carolina, United States, 27601
Taxation And Wealth Planning Associate Attorney
Company nameBCG Attorney SearchExperience1-6 yrs requiredPosted onSep 19, 2024Valid ThroughOct 19, 2024ProfileJob Overview
A law firm is seeking a
Taxation and Wealth Planning Associate Attorney
to join its team in Raleigh, NC. The ideal candidate will have 2-3 years of experience in general tax law, trusts and estates, and estate planning. This role involves working with high-net-worth individuals, corporations, family-owned businesses, and tax-exempt organizations to provide strategic advice on tax and wealth planning matters. The position offers opportunities for career growth within a dynamic legal environment, handling complex cases and transactions.Key Responsibilities:
Advise clients on tax planning strategies, including estate, gift, and income tax matters.Draft, review, and implement estate planning documents such as wills, trusts, and powers of attorney.Represent clients in trust and estate administration, including preparing federal estate tax returns and fiduciary income tax returns.Counsel clients on business succession planning, especially for family-owned businesses and closely held corporations.Work with private foundations and other tax-exempt organizations on formation, governance, and compliance.Collaborate with corporate attorneys on tax aspects of business transactions, including mergers, acquisitions, and reorganizations.Analyze the tax implications of investment strategies, charitable giving, and wealth transfer.Represent clients in tax disputes, audits, and appeals with federal, state, and local tax authorities.Maintain up-to-date knowledge of tax laws and regulations to ensure compliance and minimize tax liabilities for clients.Build and maintain strong client relationships through regular communication and high-quality service.Requirements:
Experience:
2-3 years of experience in general tax law, trusts and estates, and estate planning.Education:
Juris Doctorate (JD) required.Specialization:
A Master’s Degree from an LLM Taxation program is strongly preferred.Licensing:
Must be licensed to practice law in North Carolina and South Carolina.Communication Skills:
Strong written and oral communication skills are essential, with a proven ability to draft clear and concise legal documents.Academic Record:
A strong academic background demonstrating analytical and problem-solving skills.Preferred Experience:
Experience working with trusts, estates, corporations, family-owned businesses, and tax-exempt organizations.Familiarity with private foundations and other charitable organizations, including legal compliance and governance issues.Knowledge of tax planning strategies for high-net-worth individuals and their families.Skills and Competencies:
Strong understanding of federal, state, and local tax laws and regulations.Excellent analytical, research, and problem-solving skills.Detail-oriented with the ability to manage multiple client matters efficiently.Strong client service orientation, with a focus on building lasting client relationships.Ability to work both independently and collaboratively within a legal team.Proficiency in legal research databases and tax software tools.Exceptional organizational and time management skills.Certifications:
Licensed to practice law in both North Carolina and South Carolina.Job Location:
Company info
#J-18808-Ljbffr
Company nameBCG Attorney SearchExperience1-6 yrs requiredPosted onSep 19, 2024Valid ThroughOct 19, 2024ProfileJob Overview
A law firm is seeking a
Taxation and Wealth Planning Associate Attorney
to join its team in Raleigh, NC. The ideal candidate will have 2-3 years of experience in general tax law, trusts and estates, and estate planning. This role involves working with high-net-worth individuals, corporations, family-owned businesses, and tax-exempt organizations to provide strategic advice on tax and wealth planning matters. The position offers opportunities for career growth within a dynamic legal environment, handling complex cases and transactions.Key Responsibilities:
Advise clients on tax planning strategies, including estate, gift, and income tax matters.Draft, review, and implement estate planning documents such as wills, trusts, and powers of attorney.Represent clients in trust and estate administration, including preparing federal estate tax returns and fiduciary income tax returns.Counsel clients on business succession planning, especially for family-owned businesses and closely held corporations.Work with private foundations and other tax-exempt organizations on formation, governance, and compliance.Collaborate with corporate attorneys on tax aspects of business transactions, including mergers, acquisitions, and reorganizations.Analyze the tax implications of investment strategies, charitable giving, and wealth transfer.Represent clients in tax disputes, audits, and appeals with federal, state, and local tax authorities.Maintain up-to-date knowledge of tax laws and regulations to ensure compliance and minimize tax liabilities for clients.Build and maintain strong client relationships through regular communication and high-quality service.Requirements:
Experience:
2-3 years of experience in general tax law, trusts and estates, and estate planning.Education:
Juris Doctorate (JD) required.Specialization:
A Master’s Degree from an LLM Taxation program is strongly preferred.Licensing:
Must be licensed to practice law in North Carolina and South Carolina.Communication Skills:
Strong written and oral communication skills are essential, with a proven ability to draft clear and concise legal documents.Academic Record:
A strong academic background demonstrating analytical and problem-solving skills.Preferred Experience:
Experience working with trusts, estates, corporations, family-owned businesses, and tax-exempt organizations.Familiarity with private foundations and other charitable organizations, including legal compliance and governance issues.Knowledge of tax planning strategies for high-net-worth individuals and their families.Skills and Competencies:
Strong understanding of federal, state, and local tax laws and regulations.Excellent analytical, research, and problem-solving skills.Detail-oriented with the ability to manage multiple client matters efficiently.Strong client service orientation, with a focus on building lasting client relationships.Ability to work both independently and collaboratively within a legal team.Proficiency in legal research databases and tax software tools.Exceptional organizational and time management skills.Certifications:
Licensed to practice law in both North Carolina and South Carolina.Job Location:
Company info
#J-18808-Ljbffr