Our client’s national practice advises individuals and families on sophisticated estate and tax planning, trust administration, complex estates, and family-office matters. This Bellevue opportunity offers exposure to a wide range of planning and administration work, including matters involving business interests, art, and other unusual assets.
The Work
- Assist individuals and families with sophisticated estate and tax planning techniques, including planning involving business interests and significant or unusual assets.
- Contribute to the creation and administration of family offices, addressing the planning and administrative needs of clients and their families.
- Handle trust administration matters, including trust decantings and modifications, as well as ongoing administration.
- Work on complex estate administration matters and related planning issues.
- Analyze complex transfer-tax questions arising in estate and trust matters.
- Assist with tax controversy matters before the Internal Revenue Service.
- Advise on planning involving art and other assets that require tailored attention.
What You Bring
- Four to six years of relevant transactional experience in trust and estate planning and administration.
- Experience or demonstrated capability in trust and estate planning and administration matters.
- Strong academic credentials.
- Excellent verbal communication skills.
- Excellent written communication skills.
- An LL.M. in tax is preferred but not required.
Why Consider It
Join a nationally recognized Private Client Services Group handling a broad mix of sophisticated planning and administration work for individuals and families.
The practice includes family offices, complex estates, trust modifications and decantings, transfer-tax analysis, and IRS tax controversy.
If you would like to discuss the Bellevue opportunity and its day-to-day practice, please get in touch for a discreet conversation.
Compensation & Benefits
The stated annual compensation range is $365,000–$420,000, depending on qualifications and experience; the role is also eligible for a discretionary annual bonus, 401(k), medical, dental and vision coverage, personal medical and parental leave, 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.