Title: Estate Planning, Probate & Taxation Attorney
Supervises: N/A
Reports to: Managing Partner
FLSA Status: Exempt
When Needed: Immediately
FTE: Full-Time, Regular
Who We Are:
Peterson Russell Kelly Livengood PLLC, or PRK Livengood, is a growing Eastside mid-sized law firm, that engages in a broad-based business and litigation practice providing legal services in business, corporate, financial, real estate, litigation, healthcare, school district, construction, tax, estate planning, employment law, and other matters. Our shared values include commitment to excellence, respect, integrity, loyalty, and initiative.
PRK Livengood is seeking a mid-level, highly motivated estate planning, probate and taxation attorney who is licensed to practice in Washington State. We are looking forward to finding the right legal professional to add to our growing team of staff and attorneys. This is an excellent opportunity for growth potential in a successful and reputable firm. We offer professional development opportunities, an extraordinary work environment, competitive salaries with opportunity for bonuses, and a robust benefits package that includes employer-paid medical, dental, and vision insurance with a health savings account, parental leave, and an opportunity to join the 401K and profit-sharing plan.
Job Summary:
Craft individualized estate planning documents for clients, oversee the administration of estates, prepare estate and gift tax returns, and assist in other practice areas as needed.
Specific Responsibilities:
- Works with partner-level attorneys to provide research, writing, estate planning, probate, and taxation support on various legal issues
- Communicates with clients to understand their legal concerns and needs to help provide them with essential pieces of advice
- Strategizes on how to resolve the clients’ issues in a favorable and cost-effective manner
- Stays informed about any current legislation
- Builds trustworthy relationships with clients
- Excellent research and writing skills
- Vigorously engages in their own professional development
- Possesses the attention to detail required understanding and implementing tax-based strategies
- Performs other duties as assigned
Education & Experience:
- Experience working with and drafting probate and estate planning documents required
- Experience preparing trust and estate annual and final accountings
- Experience compiling tax information and preparing estate tax returns and gift tax returns
- Business/corporate experience a plus, but not required
- Juris Doctor (J.D.) degree from an accredited law school
- Minimum 3 years’ estate planning and probate experience required
- Master of Law in Taxation (LLM) preferred
- Must be licensed to practice law in Washington State
Required Knowledge, Skills & Abilities:
- Experience in drafting estate planning, probate and trust documents
- Strong knowledge in preparation of estate tax returns
- Knowledge of tax preparation software (knowledge of GEMS is a plus)
- Knowledge of probate and estate planning forms/procedures
- Proficiency in Excel, Westlaw
- Strong academic credentials
- Strong interpersonal skills
- Impeccable oral and written communication skills with high attention to detail
- Diligent work ethic
- Results-oriented self-starter with a high level of initiative
- Ability to work independently as well as collaboratively in a team environment with internal and external contacts at all levels
- Ability to manage competing demands and frequently changing priorities
- Ability to maintain confidential information
- Proficient at working in a Microsoft Windows environment; basic to intermediate spreadsheet skills; ability to master common automated systems for record keeping, and confidently learn new technology
- Flexible team player and skilled collaborator
- Flexibility, maturity, and a sense of humor
- Ability to talk on the telephone
- Commitment to diversity, equity, and inclusivity
Benefits:
- Medical and vision insurance – we pay 100% of the employee medical premium, and contribute $100.00 per month into the employee’s Health Savings Account.
- Voluntary dental insurance
- Voluntary critical illness, cancer, and health screening benefit
- Company-paid long-term disability insurance
- Company-paid life insurance
- Company-paid Life Assistance Program
- Company-paid I.D. protection program
- Flexible Spending Account
- Dependent Care Spending Account (a pre-tax Section 125 plan)
- Annual Bonus Opportunity
- 401(k) retirement savings plan – you may begin contributing to the 401k immediately upon commencing employment. In addition, upon completion of one full calendar year of service and 1,000 hours worked in a calendar year, if employed on the final day of the calendar year, you will be entitled to an annual firm contribution plus an annual firm match based on employee contributions (up to a maximum amount)
- Paid Time Off
- 10 paid holidays per year
If that sounds like you, we’d love to hear from you. Please provide your résumé and a cover letter indicating why you are interested in the position and PRK Livengood.
Thank you for your interest in PRK Livengood and this position.
Position open until filled, no phone calls or drop-ins, please.
Job Type: Full-time
Pay: $100,000.00 - $140,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Schedule:
Education:
Experience:
- Attorneys: 5 years (Required)
License/Certification:
- Washington State Bar License (Required)
Ability to Relocate:
- Bellevue, WA 98004: Relocate before starting work (Required)
Work Location: In person