Trust and Estate Planning Attorney
Why Work With Us?
We are a boutique, consultative tax and estate planning law firm looking to grow our Estate Planning Team. This is a great opportunity for an experienced estate planning attorney who is conscientious, resourceful, and has a strong desire to work through complex estate planning matters for clients. While we believe in continued education and development, this is not a learn-as-you-go position. We are seeking an attorney who has experience and knowledge of estate planning, and who wants to continue to learn and grow as a counselor to clients.
If you are a top performer and want to work with a group of tight-knit, elite, like-minded professionals, please read on. This is a great opportunity for you if you lean toward leadership and client development. Our firm has a reputation for delivering top-notch professional services with a white-glove client experience.
With the main office in Bainbridge Island, Washington, and a branch in Kirkland, Washington, Bainbridge residents have consistently voted our founding and managing attorney at the top of the annual Best of Bainbridge poll as one of the top three CPAs and attorneys in the community. Clients think of us first when they need counsel and appreciate our genuine care for their interests and our expertise in a variety of areas.
While we have our sights set on rapid growth, we are still mindful to appreciate the contribution of every team member. We are very proud of, and protective of, the team culture we have built. Please apply if you will pitch in and make a pot of coffee, pitch in to help a colleague meet a deadline, have a great sense of humor, and don't enjoy drama. You will be happy here!
The Opportunity
This is a great opportunity for someone who wants to join a growing business that is expanding its current base of services and has plans to develop other areas of professional service that will help clients and be interesting for everyone on our Team. The right person for this position will be someone who likes working collaboratively with those on our Team, in producing the high level of estate planning clients expect and deserve. The culture of our firm is friendly, warm, and focused on clients and interpersonal relationships – and we laugh a lot and truly enjoy working together.
Clients are individuals and business owners with sophisticated tax, estate, and business planning and compliance needs. Our team comes from a variety of backgrounds with diverse personal interests. While our client work is important and we hold ourselves to high service standards, our family and outside interests and activities are just as valuable. You will have the opportunity to work alongside us in our Bainbridge Island office or work in our Eastside office, with remote work options.
Responsibilities:
Position Requirements And Responsibilities
Our ideal candidate will be an experienced attorney with a solid base of knowledge about estate planning – including related tax considerations – and with at least 3 to 5 years of experience in providing estate planning services, including:
- Drafting wills, trusts, and related estate documents
- Consulting with clients about their estate planning
- Using sophisticated estate planning document preparation software (experience with Wealth Counsel software a plus)
- Coordinating with team members to manage workflow and client communications, and to meet deadlines
Qualifications:
Personal Characteristics
If the following describes you, you may be our new Estate Planning Team member:
- Naturally curious, organized, and analytical
- Strong problem-solving skills
- Attentive to and focused on details
- Able to work both independently and collaboratively
- Creative in finding value-added solutions and offering ideas
- Strong writing and interpersonal communication skills
- Proficient with technology
- Dependable, accountable, and flexible
- Open to professional challenges
- Comfortable working within a fast-paced environment
Minimum Qualifications
- Licensed as an attorney in the State of Washington
- Active member and in good standing with the Washington State Bar
- Tax experience or CPA professional status a plus
- Please do not apply if you do not have the experience and qualifications required for the position
Compensation: $150,000+ (DOE)
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