Senior Estate Planning Attorney
2 days ago
Gevurtz Menashe is a law firm dedicated to family law and estate planning in Oregon, Washington, and Idaho. Our mission is to provide exceptional service to our clients and deliver the highest level of service and best possible outcomes.
Job SummaryWe are seeking a Senior Estate Planning Attorney who thrives in a fast-paced, team environment and has the ability to provide exceptional service to our clients. The ideal candidate will have at least 8 years of experience practicing estate planning in Oregon and demonstrated knowledge of complex estate and tax planning.
Responsibilities- Execute case strategy with associate attorneys, paralegals, clients, and support staff.
- Manage complex estate and tax planning, including drafting estate planning instruments and filing gift tax returns.
- Manage complex probate and trust administration matters, including overseeing the entire administration process and preparing federal and state estate tax returns.
- Research complex tax issues.
- Manage your own caseload and keep clients informed by maintaining regular contact and communicating case progress.
- Provide mentorship to associate attorneys and attend business development and networking functions with firm leadership.
- At least 8 years of experience practicing estate planning in Oregon.
- Demonstrated knowledge of complex estate and tax planning.
- Active Oregon State Bar membership.
- Washington State Bar membership and a LLM in tax planning are a plus.
- Excellent verbal and written communication skills and exceptional client service skills.
- Ability to multi-task and work in a fast-paced team environment.
- Detail-oriented and set high standards for accuracy.
- Experience with Microsoft 365 and preparing and filing estate tax returns (federal and state) and gift tax returns.
Gevurtz Menashe's culture is built on a foundation of teamwork and entrepreneurial drive. We promote, expect, and reward a small business culture and work ethic where no task is above or below any individual.
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