Senior Estate Planning Attorney

Gevurtz Menashe is 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. 

Gevurtz Menashe is dedicated to family law and estate planning in Oregon, Washington and Idaho. Since inception, our goal has remained the same - to be our client’s law firm and to deliver the highest level of service and best possible outcomes. We pride ourselves in providing support to families coping with crisis or preparing for change. Today’s families are full of complexity, and we’re here to help guide them through it. 

What We Provide:

· A team of caring, supportive, and collaborative individuals.

· A team of who is passionate about the work they do for our clients.

· A team committed to excellence.

· Outstanding mentoring opportunities.

· Support for your professional and personal growth.

· Values of diversity, equity and inclusion.

· Work-Life balance.

· Opportunities to work from home.

· Competitive compensation and benefits package.

Gevurtz Menashe is an equal opportunity employer, promoting diversity and inclusion and offering a learning and team-focused environment. For more information about us, please visit: https://www.gevurtzmenashe.com/

 Primary Responsibilities:

· Execute case strategy with associate attorneys, paralegals, clients, and support staff.

· Manage complex estate and tax planning which includes but it not limited to drafting estate planning instruments such as wills and trusts and filing gift tax returns.

· Manage complex probate and trust administration matters, which includes, but is not limited to overseeing the entire administration process and the preparation of federal and state estate tax returns. 

· Research complex tax issues.

· Manage your own caseload.

· Keep clients informed by maintaining regular contact, communicating case progress, working with Certified Public Accounts, Financial Advisors, insurance brokers, beneficiaries, and other legal counsel.

· Provide mentorship to associate attorneys. 

· Attend business development and networking functions with firm leadership and solo.

Gevurtz Menashe’s culture is built on a foundation of teamwork and entrepreneurial drive. While each staff member has clear responsibilities in fulfilling our mission, we promote, expect, and reward a small business culture and work ethic where no task is above or below any individual. 

Qualifications:

· At least 8 years’ experience practicing estate planning in Oregon. 

· Demonstrated knowledge of complex estate and tax planning.

· Have an active Oregon State Bar membership. 

· Washington State Bar membership, a plus.

· A LLM in tax planning, a plus.

· Must possess excellent verbal and written communication skills. 

· Must have exceptional client service skills, including the ability to build rapport with clients.

· Ability to multi-task and work in a fast-paced team environment.

· Must be detail-oriented and set high standards for accuracy.

· Must have demonstrated experience with Microsoft 365.

· Must have experience preparing and filing estate tax returns (federal and state) and gift tax returns.

· Strong interpersonal, organizational, analytical, decision-making, and problem-solving skills required.

· Ability to maintain strict confidentiality of all employee and company information.

· Must have the ability to handle a heavy caseload.

· Must be dependable.

· Must be willing to supervise staff and attorneys within practice group.