Estate Planning/Administration Attorney

Job Overview

A respected full-service law firm in Bethesda, MD is seeking an Associate Attorney to join its growing Estates and Trusts practice group. The ideal candidate will have hands-on experience with estate planning, estate and trust administration, and related tax matters in Maryland, Washington, D.C., or Virginia. This is an excellent opportunity for a motivated attorney to build a career within a collaborative and client-focused environment.

Location

• Bethesda, MD

Duties

• Handle probate estate administrations in Maryland, D.C., and/or Virginia

• Prepare fiduciary accountings and required court filings

• Draft and file estate, gift, and fiduciary income tax returns

• Conduct complex tax research regarding income, estate, and gift taxes

• Develop and implement estate planning strategies for a diverse client base

• Maintain and grow strong client relationships

• Collaborate with partners, clients, and external advisors to deliver exceptional service

Requirements

• 3 years of experience in estate planning and estate administration in Maryland, D.C., and/or Virginia

• Experience preparing fiduciary accountings and estate/gift/fiduciary income tax returns

• Strong client relationship and communication skills

• Commitment to outstanding client service and responsiveness

• High professional standards and strong work ethic

Education

• Juris Doctor (J.D.) degree from an accredited law school

Certifications

• Active license to practice law in Maryland or willingness to waive into Maryland

• Admission in D.C. and/or Virginia preferred

Skills

• Deep understanding of estate, gift, and fiduciary income tax laws

• Proficiency in complex tax research and analysis

• Exceptional writing, research, and organizational skills

• Ability to work independently and collaboratively in a team environment

• Preferred LL.M. in Taxation or current enrollment in an LL.M. program

Benefits

• Medical, dental, and vision insurance

• 401(k) retirement plan

• Paid holidays, vacation, and sick leave

• Convenient location near public transportation (Bethesda Metro)

• Supportive and inclusive workplace culture committed to diversity, equity, and inclusion

This firm is small, but progressive and growing. This sounds like a fair description of this Maryland-based firm offering services in the DC area. Well into its fifth decade of existence, this outfit is a solid part of the DC legal scene. Offering services in the following practice areas, Business Law, Commercial, Transactions and Financing, Community Associations, Domestic Relations, Estate Planning and Probate, Financial Institutions, Health Care, Labor and Employment Law, Litigation, Real Estate Transactions and Land Use and Taxation, this firm is a nice home for an attorney looking for fairly sophisticated work in the cozy atmosphere of a small firm.