Estate Planning Associate Attorney

Profile

Job Overview: A law firm specializing in estate planning is seeking a dedicated Estate Planning Associate Attorney to join its team in Portland, OR. The ideal candidate will manage a diverse caseload and advise clients on estate planning, probate, and trust administration matters.

Job Duties:

• Execute case strategy with senior-level attorneys, paralegals, clients, and support staff.
• Manage a personal caseload, ensuring timely progress and client communication.
• Maintain regular contact with clients, Certified Public Accountants, Financial Advisors, insurance brokers, beneficiaries, and other legal counsel.
• Support senior attorneys in drafting legal documents related to estate planning, probate, and trust administration.
• Advise clients on estate planning, probate, and trust administration issues, ensuring compliance with legal standards and regulations.
• Perform administrative and management tasks related to legal practice.
• Research complex tax issues and provide strategic recommendations.
• Attend business development and networking events with firm leadership.

Requirements:

• Minimum 4 years of experience practicing estate planning law in Oregon and Washington.
• Demonstrated expertise in estate and tax planning.
• Active membership with the Oregon State Bar; membership with the Washington State Bar is a plus.
• LLM in tax planning preferred.
• Excellent verbal and written communication skills.
• Proven track record of delivering exceptional client service and building strong client relationships.
• Strong analytical, multitasking, and organizational abilities.
• Detail-oriented with a commitment to accuracy.
• Experience with estate tax returns (federal and state) and gift tax returns preferred.
• Effective interpersonal, decision-making, and problem-solving skills.
• Ability to maintain confidentiality and handle a heavy caseload.

Education and Certifications:

• Juris Doctor (JD) from an accredited law school.
• LLM in tax planning (preferred).

Skills:

• Excellent verbal and written communication.
• Strong analytical and decision-making abilities.
• Ability to work collaboratively in a fast-paced team environment.
• Proficient in legal research and drafting.

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306