Private Clients, Trusts & Estates Senior Associate / Counsel / Income Partner

Job Overview

A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in Washington. The role involves working with two partners on significant multi-line and multi-generational client matters, advising family offices, and developing sophisticated planning strategies.

Duties

• Advise family offices and closely-held business owners.
• Develop and implement lifetime and testamentary planning strategies.
• Supervise research and projection of tax implications.
• Prepare client educational and summary materials.
• Communicate directly with clients to advance their goals.
• Manage client projects from inception to conclusion.

Requirements

• Licensed and in good standing in the jurisdiction of practice.
• Experience managing client projects and supervising junior attorneys.
• Strong understanding of income, fiduciary, estate, gift, and generation-skipping transfer tax regimes.
• Excellent communication, interpersonal, and organizational skills.
• Exceptional attention to detail.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in the relevant jurisdiction.

Skills

• Ability to manage multiple projects and shifting priorities.
• Strong leadership and team management skills.
• Proficiency in legal research and analysis.

Benefits

• Medical, dental, and vision insurance.
• Profit-sharing and generous paid time off.
• Flexible reimbursement account for personal well-being.

This large DC firm is known as a place that offers a broad and sophisticated practice, while also being very family friendly. Although salaries are slightly less than competitor firms as associates become more senior, this is reflected in the lower billable hour requirement, which seems to be welcomed by associates that seem to value a more balanced work and personal life. We hear that associates are treated with respect, the culture is exceptionally diverse and progressive, and pro bono work is valued beyond mere lip service.