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Estate Planning Associate Jobs in Raleigh, NC (NOW HIRING)

Toll Brothers

Management Associate

Raleigh, NC

Community Planning and Start Up * Production & Quality * Sales & Design Studio * Purchasing Does ... Experience or internships within residential real estate/homebuilding * Essential: * Bachelor ...

Toll Brothers, Inc.

Management Associate

Raleigh, NC · On-site

Community Planning and Start Up * Production & Quality * Sales & Design Studio * Purchasing Does ... Experience or internships within residential real estate/homebuilding * Essential: * Bachelor ...

Hall CPA LLC

Tax Advisory Associate

Raleigh, NC · On-site +1

$60K - $67K/yr

As an Advisory Associate at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Advisors provide technical input on tax ...

Hall CPA LLC

Tax Advisory Associate

Raleigh, NC

As an Advisory Associate at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Advisors provide technical input on tax ...

Hall CPA LLC

Tax Advisory Associate (Remote)

Raleigh, NC · Remote

$60K - $67K/yr

As an Advisory Associate at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Advisors provide technical input on tax ...

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Estate Planning Associate information

See Raleigh, NC salary details

$37.4K

$76.1K

$105K

How much do estate planning associate jobs pay per year?

As of Jun 8, 2026, the average yearly pay for estate planning associate in Raleigh, NC is $76,097.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,200.00 and $88,900.00 per year, depending on experience, location, and employer.

What are Estate Planning Associates?

Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.

What are some typical challenges faced by Estate Planning Associates when working with clients?

Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.

What are the key skills and qualifications needed to thrive as an Estate Planning Associate, and why are they important?

To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.
What are the most commonly searched types of Estate Planning jobs in Raleigh, NC? The most popular types of Estate Planning jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Estate Planning Associate jobs? Cities near Raleigh, NC with the most Estate Planning Associate job openings:
Estate Planning Associate jobs near you
Director Trust and Estate Tax

Director Trust and Estate Tax

First Citizens Bank

Raleigh, NC • On-site

Full-time

Posted 4 days ago

First Citizens Bank rating

7.6

Company rating: 7.6 out of 10

Based on 103 frontline employees who took The Breakroom Quiz

79th of 141 rated banks

Job description

Overview
Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
This position serves as primary resource for tax issues related to existing Wealth clients. Brings proactive thought leadership and insight to the field regarding tax strategies and tax law changes impacting current clients. Works closely with the Bank's external tax vendor and internal tax administrator to ensure tax filings are accurate, timely, and comply with all regulatory rules. Engages with the Estate Settlement Group regarding post-mortem planning, and provides oversight on 706 returns. Engages with Administration to address complicated issues from a tax perspective and consult accordingly.
Responsibilities
  • Business and Advisory Strategy - Provides strategic leadership and oversight to the department in order to enhance advisory capabilities. Educates associates to leverage identified tax and estate planning opportunities embedded in client situations. Provides training and guidance on tax, estate, and financial planning issues that enable associates to create appropriate recommendations for client action. Proactively develops and delivers thought leadership articles, marketing material and presentations.
  • Internal Tax Consultation - Leads internal tax consultation delivery to relationship management teams addressing tax implications of account dynamics and proposed planning techniques.
  • Managerial Functions - Manages the preparation of tax or information returns for Wealth clients to ensure accuracy, efficiency, and compliance with all applicable regulations. Establishes and monitors expectations to achieve group goals. Makes appropriate changes to team policies, procedures, and efficiencies in order to meet objectives Maximizes department achievements by providing professional development.
  • Risk Mitigation - Mitigates fiduciary risks to the Bank by reviewing certain processes and account types for adherence to Tax Regulations, Trust Regulations and internal Policies and Procedures.

Qualifications
Bachelor's Degree and 10 years of experience in Trust, Probate, or Tax OR High School Diploma or GED and 14 years of experience in Trust, Probate, or Tax
Preferred Skills: Certified Public Accountant (CPA) or Juris Doctor (JD)
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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