Tax Planning Attorney Job at Bonham Solutions, Asheville, NC

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  • Bonham Solutions
  • Asheville, NC

Job Description

A highly respected Asheville-based law firm with an established estate planning, elder law, and wealth preservation practice is seeking an experienced attorney with a sophisticated tax or private wealth planning background to join its team.  The firm is not seeking a general estate planner or traditional elder law attorney. Instead, they are looking for an attorney who can advise high-net-worth individuals, families, business owners, and closely held companies on complex planning matters involving estate, income, gift, and corporate tax strategies.

This role is ideal for an attorney who enjoys solving sophisticated planning issues, structuring tax-efficient strategies, and serving as a key technical resource within a growing private client practice.

The Opportunity

You will work alongside an established team with a substantial client base, helping deepen the firm's capabilities in advanced tax-driven planning. This is a high-impact role for someone who wants to be the go-to advisor on complex planning matters while also maintaining strong client relationships.

Key Responsibilities

  • Design and implement sophisticated estate, gift, and generation-skipping transfer tax planning strategies
  • Advise high-net-worth clients on income tax, corporate tax, and wealth transfer planning matters
  • Structure planning for business owners, family businesses, and closely held entities
  • Counsel clients on trusts, business succession, charitable planning, and asset preservation strategies
  • Review and optimize existing estate plans from a tax-efficiency perspective
  • Collaborate with attorneys, accountants, financial advisors, and fiduciaries on integrated planning solutions
  • Serve as an internal resource on evolving tax code developments and advanced planning opportunities

Desired Background

  • Significant experience in estate planning with substantial tax planning depth
  • Strong working knowledge of federal tax code as it relates to estate, gift, income, and business planning
  • Background representing high-net-worth individuals, business owners, or private wealth clients
  • Experience with sophisticated trust structures, entity planning, and wealth transfer strategies
  • LL.M. in Taxation and/or CPA strongly valued, though not required for candidates with exceptional practical experience
  • Strong drafting, analytical, and client advisory skills

Ideal Candidate

  • Technical, strategic, and solutions-oriented
  • Comfortable handling sophisticated planning matters independently
  • Strong communicator who can simplify complex tax concepts for clients
  • Interested in becoming a key contributor within a premier Western North Carolina practice
  • Entrepreneurial mindset with desire to help grow a niche practice area

Compensation & Benefits

  • Compensation commensurate with experience
  • Opportunity for substantial earnings for the right candidate
  • Established client base and strong referral network
  • Collegial, respected firm culture with long-term growth potential
  • Prime Asheville location with exceptional quality of life

Why This Role

This is an exceptional opportunity for a tax-focused estate planning attorney who wants more than a standard drafting practice. If you have the depth to advise sophisticated clients and want to join a thriving, well-established platform in Asheville, this role is worth exploring.

Job Tags

Private practice

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