Group. The successful candidate will be responsible for a variety of tasks focused on estate planning and estate/trust administration. Key responsibilities include: - Drafting sophisticated estate planning documents such as trusts, wills, and powers of attorney. - Planning and advising on wealth-transfe...
Experienced Estate Planning Attorney – **Members Only** **Members Only** is a law firm with 6 offices across North Carolina and South Carolina, and is seeking an experienced Estate Planning Attorney for their new office in Belmont, North Carolina. The Attorney will...
Title: Estate Planning Attorney in Charlotte, North Carolina Experience: 1-2 years in Estate Planning related matters Salary: Competitive salary and benefits package Responsibilities: - Advise clients on estate planning matters, including wills, trusts, powers of attorney,...
Title: Trust & Estates Paralegal Job Responsibilities: - Meet with clients, trustees, and family members to discuss estate plans and communicate with beneficiaries to ensure their understanding and compliance with the estate planning process. - Draft both standard and complex estate planning documents,...
firm. The primary responsibilities for this role include: - Estate Planning: Assisting clients with the development and implementation of estate plans to ensure the efficient transfer of assets, minimize taxes,... and fulfill the client's personal and family objectives. - Estate Administration: Ma...
. Private Bank - Wealth Advisor - Executive Director... Job Responsibilities - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the company to serve in a current or future fiduciary capacity. - Act as...
private companies with various business advisory needs, including audit, tax compliance, and planning to enhance operational efficiency and focus on business strategy. You will help clients develop, design, and implement plans to achieve personal wealth goals and ensure maintenance......
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice at the company, the primary responsibilities include working as part of a team to solve complex business issues ranging from strategy...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the Company Private provides the opportunity to assist private companies with business advisory needs, including audit, tax compliance, and planning. The...
real estate transactions, business tax planning, nonprofit tax planning, business succession, wealth transfer, and charitable planning. -... Handling federal, state, and local taxation matters. - Representing clients in tax controversies before IRS Administrative Appeals, the . Tax Court, and Federal District Courts. Education...
Overview: A client-focused, expanding law firm in the Charlotte area is seeking an experienced Estate Planning Attorney to help grow and lead its estate planning division. This role offers the opportunity to manage a full range of estate planning matters...