Estate & Tax Planning Attorney in Charlotte, NC

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Law Firm

Charlotte, NC

Estate & Tax Planning Attorney in Charlotte, NC

Attorney

3-5 yrs required

No

H1: Full-Time Estate Planning Attorney Position Available at Growing Law Firm in the Carolinas
H2: Join Our Dynamic Team and Make a Difference in Protecting Families' Legacies

Job Title: Estate Planning Attorney
Location: Charlotte, NC
Salary: $80,000 - $120,000 per year depending on experience, inclusive of monthly bonus potential and growth opportunities.

Job Responsibilities:
- Craft tailored estate plans, including wills, trusts, and powers of attorney.
- Consult with clients in both "Legalese" and "Plain English", understanding their needs and helping them choose the level of protection that is right for their family.
- Collaborate with paralegals and support staff to ensure exceptional service is delivered to every client.
- Design and draft detailed estate plans to address all aspects of a client's wishes and financial needs.
- Oversee and direct paralegals in managing high volumes of estate administration files.
- Provide outstanding customer service to all clients.
- Participate in networking events and occasionally lead seminars or webinars.

Qualifications:
- Licensure in North and/or South Carolina.
- 3-5 years of experience practicing law and/or 1-2 years of experience in Estate Planning, Wills, Trusts, and Estate Administration.
- Excellent communication skills and ability to connect with clients.
- Proficiency in using software tools relevant to estate planning.
- Ability to follow instructions and work well in a team.

Compensation and Benefits:
- Salary: $80,000 - $120,000 per year.
- Monthly bonus potential and opportunities for growth.
- Paid Time Off and Paid Holidays upon hire.
- Health Insurance and 401(k) to be introduced in early 2025.
- Assistance with creating personal estate planning documents.

Location:
- Charlotte, NC with occasional travel to Fort Mill, SC for meetings and training.
- May require evening and weekend commitments for networking events and seminars.

Our Hiring Process:
- and follow instructions.
- HR interview (via Zoom).
- Team Director interview (via Zoom or In Person).
- Complete test assignments and strengths assessments.
- Final interview with Firm Owner (In Person).
- Provide references from business associates.
- Receive offer if selected.

Are you ready to join our team and make a difference in protecting families' legacies? for detailed application instructions. Only candidates who follow these instructions will be considered for the position.

May 20, 2025
Nov 21, 2024
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