Our client is seeking an associate with 4-6 years of relevant transactional experience to join a national Private Client Services Group in Seattle. The work spans sophisticated estate and tax planning, trust and estate administration, and issues involving family wealth and distinctive assets.
The Work
- Assist individuals and families with sophisticated estate and tax planning techniques, addressing complex private-client needs.
- Create and administer family offices, supporting the structures and administration required by clients and their families.
- Administer, decant, and modify trusts, working across a range of trust administration matters.
- Handle complex estate administration matters and planning involving business interests, art, and other unusual assets.
- Analyze complex transfer tax issues arising in estate and tax planning matters.
- Work on tax controversy matters before the Internal Revenue Service.
What You Bring
- Four to six years of relevant transactional experience in trust and estate planning and administration.
- Experience with sophisticated estate and tax planning and trust or estate administration matters.
- Strong academic credentials.
- Excellent verbal and written communication skills.
- An LL.M. in tax is preferred but not required.
Why Consider It
Join a nationally recognized group with a broad range of sophisticated private-client work, including trust and estate administration, tax planning, family office matters, and IRS controversy.
Compensation & Benefits
The stated annual compensation range is $365,000-$420,000, and the position is eligible for an annual discretionary bonus, 401(k), medical, dental and vision insurance, personal medical and parental leave, up to ten paid holidays, and family care benefits.
Confidentiality
This is a confidential opportunity. Contact Advocates Legal Recruiting to discuss the role and receive additional details about the client and team. All inquiries will be handled confidentially.