Experienced Tax and Trust Planning Attorney

Profile

Job Overview

A law firm seeks an Experienced Tax and Trust Planning Attorney in Vancouver, WA. This key role focuses on guiding clients through strategic estate and tax planning, collaborating with a dedicated legal team, and ensuring plans are built for long-term success.

Duties

• Lead clients through customized estate and tax planning strategies, including advanced trusts and wealth transfer techniques.
• Prepare and review estate planning documents, such as trusts, wills, and tax-focused instruments.
• Translate complex tax and legal concepts into clear, client-friendly guidance.
• Oversee the legal quality and progression of estate planning matters.
• Provide supervision and mentorship to associate attorneys and paralegals.
• Ensure compliance with current federal and state tax laws.
• Conduct or oversee legal research in estate tax, gift tax, and asset preservation.

Requirements

• J.D. from an ABA-accredited law school.
• Active license to practice in Washington; Oregon licensure is a bonus.
• Deep understanding of estate tax planning and LLCs.
• Excellent drafting, research, and communication skills.
• High emotional intelligence, especially when supporting aging or grieving clients.
• Tech-savvy and comfortable in a modern, paper-lite environment.

Education

• J.D. from an ABA-accredited law school.

Certifications

• Active license to practice in Washington; Oregon licensure is a bonus.

Skills

• Deep understanding of estate tax planning and LLCs.
• Excellent drafting, research, and communication skills.
• High emotional intelligence.
• Tech-savvy.

Benefits

• Hybrid schedule eligible after onboarding.
• Opportunities for professional growth and mentorship.
• Supportive and collaborative work culture.

Company info

BCG Attorney Search