Tax & Estate Planning Attorney

Tax & Estate Planning Attorney Orion Placement - 5.0 Candler, NC Job Details Full-time $100,000 - $175,000 a year 1 day ago Benefits Relocation assistance Dental insurance Paid time off Vision insurance Opportunities for advancement Retirement plan Qualifications Estate planning needs analysis Teamwork Customer relationship building Law Client rapport building Income tax planning Doctor of Law (JD) U.S. Patent and Trademark Office experience Legal counsel Bar Estate planning Gifting strategies Full Job Description Why This Is a Great Opportunity Join a highly respected and established legal team with a strong reputation for sophisticated estate and tax planning work. Work directly with high-net-worth individuals, families, business owners, and closely held businesses on complex and rewarding matters. Enjoy meaningful client relationships and the ability to make a lasting impact on generational wealth and business succession planning. Benefit from a collaborative, team-oriented environment with strong administrative and professional support. Lower annual billable expectation than many comparable firms, allowing for a balanced and sustainable practice. Opportunity for long-term career growth, leadership, and community involvement. Relocation assistance may be available for the right candidate.

Location:

This is a full-time, on-site position in Asheville, North Carolina. Our team values collaboration and maintains an in-office culture while offering flexibility to work remotely when business needs require.

Note:

Candidates must be licensed to practice law in North Carolina and possess at least 3 years of estate tax planning experience. A CPA designation or LL.M. in Taxation is strongly preferred. About Us We are a well-established law firm with deep roots in our community and a long-standing commitment to providing exceptional client service. Our attorneys work closely with individuals, families, business owners, and community leaders to deliver practical legal solutions while making a meaningful impact both professionally and personally. Confidential Employer. Job Description Advise high-net-worth individuals, families, and business owners on estate, gift, income tax, and wealth transfer planning strategies. Develop and implement sophisticated estate plans tailored to client objectives. Counsel clients on business succession planning and related tax considerations. Analyze complex tax issues and provide strategic planning recommendations. Build and maintain trusted relationships with clients and professional advisors. Collaborate with attorneys, paralegals, and support staff to deliver outstanding client service. Participate in community, business development, and professional networking activities. Manage multiple matters while maintaining exceptional attention to detail and responsiveness. Assist clients with closely held business planning and ownership transition strategies. Qualifications Juris Doctor (JD) from an accredited law school. Active North Carolina Bar license. 3+ years of estate tax planning experience. Experience with estate planning, tax planning, and business succession planning. Strong knowledge of federal estate, gift, and income tax principles. Excellent communication, analytical, and client relationship skills. CPA designation or LL.M. in Taxation preferred. Portable book of business is a plus but not required. Why You Will Love Working Here We foster a supportive, collegial culture where attorneys are encouraged to build meaningful careers while making a difference for clients and the community. You will work alongside accomplished professionals, handle sophisticated matters, enjoy strong leadership support, and have opportunities for continued growth and advancement. Our team values professionalism, collaboration, responsiveness, and community engagement.

JPC-1350

Pay:

$100,000.00 - $175,000.00 per year

Benefits:

Dental insurance Paid time off Retirement plan Vision insurance Application Question(s): Briefly explain which role on your resume best aligns with this position and why. If you have any resume gaps, please briefly explain. This role is on site at the Asheville, NC location. Confirm you are okay with this: Y/N In what city/state do you currently reside? What base salary range would you need to make a move? Pls keep it aligned with your directly relevant experience, as candidates seeking compensation above their experience level may not be considered.

Experience:

estate tax planning: 3 years (Required)

License/Certification:

NC bar license (Required)

Work Location:

In person