Description:
Montgomery Purdue PLLC is seeking an Estate Planning/Tax Associate Attorney with 0-6 years of experience to join our estate planning and tax practice, with an anticipated start date in early-to-mid-2027.Our estate planning and tax practices represent clients with a wide range of estates and backgrounds, including business owners, executives, professionals, real estate investors, and families with complex wealth-transfer needs. This associate will work directly with clients and develop expertise in sophisticated tax-driven planning and the preparation and implementation of comprehensive estate plans. The ideal candidate will have a strong interest in estate planning and taxation, excellent legal and analytical skills, a client-focused approach to practicing law, and the ability to work well independently as well as in a team. Experience with estate and gift tax planning, trust drafting and administration, probate, and/or related tax matters is strongly preferred.
Job Responsibilities:
- Developing and implementing estate plans for individuals and families with modest to very large estates;
- Drafting and reviewing wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and other estate planning documents;
- Advising clients regarding federal and Washington estate, gift, and generation-skipping transfer tax considerations;
- Assisting with wealth transfer planning, including lifetime gifting and other sophisticated transfer-tax planning techniques;
- Advising business owners and families regarding business succession and continuation planning;
- Working with family entities, including limited liability companies and other structures used in estate and wealth transfer planning;
- Assisting clients with estate and trust administrations, making trust funding recommendations, and advising on all other aspects of complex estate administrations; and
- Preparing and reviewing federal and Washington estate and gift tax returns and assisting with related tax matters.
About our Firm:
Montgomery Purdue is a full-service law firm with a 114-year history of providing quality legal services. Our clients range from individuals to local Western Washington business owners to national and Fortune 500 companies. Our practice areas are broad (https://www.montgomerypurdue.com/practices-industries/) and the firm has steadily grown to its current size of 29 attorneys while adhering to the same “client-oriented, full-service firm” sensibility that guided us in our formative years.
Our culture at Montgomery Purdue PLLC fosters a collegial atmosphere where an attorney can grow and excel through strong mentoring and collaboration. Our associates work on sophisticated matters, interact directly with clients, and receive meaningful mentoring and opportunities for professional growth. We also maintain a steadfast devotion to the principles that every member of our team can make a lasting contribution, and that one's professional development should span an entire career.
Our compensation package is competitive, and our 1,700-hour annual billable-hour expectation and leave policies reflect our commitment to a reasonable work/life balance. Our bonus program rewards hard work while also emphasizing client service and practice development.
Job Requirements:
Candidates must have strong academic credentials, be licensed WSBA members in good standing, and present references for prior work experience. Juris Doctor (J.D.) required. L.L.M. in Taxation preferred.
Please submit a cover letter, resume, and transcript with your application.
All qualified applicants will receive consideration for employment without regard to race, sex, color, age, religion, national origin, sexual orientation, gender identity, veteran status, disability, political beliefs, or any other protected characteristic.
