Mid-Level Private Client Services Associate (4-6 yrs exp) - Seattle

Permanent Placements LLC; Seattle (WA); On-site; USD 365,000 - 420,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401(k) retirement plan

Paid holidays

Parental and medical leave programs

Bonus opportunities

Ongoing professional development

Job summary

Nationally Recognized Law Firm in the United States seeks a Private Client Services Associate (Trusts & Estates) with 4–6 years of experience to join a sophisticated private wealth practice. The role focuses on estate planning, trust administration, transfer tax planning, family office matters, and tax-related counseling.

The successful candidate will work with high-net-worth individuals, families, and fiduciaries on complex planning and wealth preservation strategies, with exposure to tax

Qualifications

• Juris Doctor (JD) from an accredited law school.
• 4 to 6 years of trusts and estates or wealth planning experience.
• Significant experience with estate planning, trust/estate administration, and wealth transfer planning.
• LL.M. in Taxation preferred but not required.

Responsibilities

• Advise high-net-worth individuals and families on estate and wealth transfer planning.
• Draft wills, revocable trusts, irrevocable trusts, and related instruments.
• Assist with the formation, structuring, and administration of family offices.
• Counsel on gift, estate, generation-skipping transfer, and income tax matters.
• Administer complex trusts and estates.
• Collaborate with attorneys, accountants, and fiduciaries on planning and administration matters.

Skills

Estate planning

Trust administration

Wealth transfer planning

Fiduciary matters

Drafting and drafting skills

Client management

Education

Juris Doctor (JD)

LL.M. in Taxation (preferred)

Job description

Private Client Services Associate (Trusts & Estates)

Position Overview

Our client, a nationally recognized law firm, is seeking a Private Client Services Associate with 4 to 6 years of experience to join its Trusts & Estates practice. This opportunity is open across multiple office locations and is ideal for an attorney seeking a sophisticated private wealth practice focused on estate planning, trust administration, transfer tax planning, family office matters, and tax-related counseling.

The successful candidate will work with high-net-worth individuals, families, business owners, fiduciaries, and family offices on complex estate planning and wealth preservation strategies. The role offers exposure to sophisticated planning structures, complex tax issues, trust and estate administration, and significant client interaction.

Key Responsibilities

• Advise high-net-worth individuals and families on sophisticated estate and wealth transfer planning strategies.
• Draft and implement estate planning documents, including wills, revocable trusts, irrevocable trusts, and related instruments.
• Assist with the formation, structuring, and administration of family offices.
• Counsel clients regarding gift, estate, generation-skipping transfer, and income tax matters.
• Administer complex trusts and estates.
• Assist with trust decantings, modifications, and fiduciary administration issues.
• Structure planning solutions involving closely held business interests and other complex assets.
• Advise clients regarding succession planning and wealth preservation strategies.
• Analyze complex transfer tax issues.
• Assist with tax controversy matters involving taxing authorities.
• Collaborate with attorneys, accountants, financial advisors, and fiduciaries on planning and administration matters.

Qualifications

• Juris Doctor (JD) from an accredited law school.
• 4 to 6 years of trusts and estates, private client, or wealth planning experience.
• Significant experience with:
  • Estate planning
  • Trust administration
  • Estate administration
  • Wealth transfer planning
  • Transfer tax planning
  • Fiduciary matters
• Strong academic credentials.
• Excellent written and verbal communication skills.
• Strong drafting and analytical abilities.
• Ability to manage sophisticated client relationships and complex planning matters.
• LL.M. in Taxation preferred but not required.

Compensation

The compensation range for this position is $365,000 to $420,000 annually.

Actual compensation will depend on qualifications, experience, and other relevant factors.

This position is also eligible for an annual discretionary bonus.

Benefits & Professional Development

Our client offers a comprehensive benefits package that includes medical, dental, and vision insurance, a 401(k) retirement plan, paid holidays, parental and medical leave programs, family care benefits, bonus opportunities, and ongoing professional development resources designed to support long-term career growth.

Equal Opportunity Employer

Our client is committed to fostering an inclusive workplace and providing equal employment opportunities to all qualified applicants in accordance with applicable law.

Application Requirements

Qualified candidates should submit:

• Resume
• Cover Letter
• Law School Transcript
• Writing Sample
• Any additional materials requested during the hiring process