Private Wealth Management Associate Attorney

Job Overview: A law firm specializing in private wealth management seeks a dynamic Associate Attorney to join its Washington, DC, office. The ideal candidate will possess expertise in estate planning, taxation, and client advisory and focus on delivering high-quality legal services in compliance with ethical standards.

Duties:

• Work on the advanced estate, generation-skipping transfer, income, and inheritance tax planning matters.
• Draft and prepare legal documents, ensuring strict compliance with ethical guidelines.
• Collaborate with internal and external stakeholders to complete projects and tasks.
• Assist in advising clients on sophisticated legal issues and interpreting laws, rules, and regulations.
• Prepare client memos and collaborate with colleagues to provide comprehensive legal advice.
• Attend meetings, participate in conference calls, and engage in client-facing interactions.
• Establish priorities, manage concurrent projects, and demonstrate professionalism.
• Develop client relationships, provide counsel, and represent clients in court and negotiations.
• Conduct legal research, analyze problems, and interpret legal rulings and regulations.
• Prepare gift tax and estate tax returns focusing on international aspects of estate planning.

Requirements:

• Minimum 2 years of experience with government agencies and bureaucracies.
• 1 year of direct client interaction experience.
• Juris Doctorate (or foreign equivalent) and Master of Laws (LL.M.) in taxation, focusing on estate planning.
• Member in good standing of the District of Columbia Bar or eligibility to waive in or sit for the Bar exam.

Skills:

• Superior writing and communication skills.
• Initiative and discretion in handling assignments with minimal supervision.
• Ability to multitask and prioritize effectively.
• Strong analytical and research skills.

This mid-sized firm has strategic offices throughout the nation and is known for litigation, in particular. Even with 60+ attorneys in the DC office, the work is abundant and the associate client contact are substantial. Look to this firm to continue to expand modestly, bringing in more business from an increasingly national clientele. The firm is entering it's third decade of existence and has certainly branched from its roots in insurance litigation.