Senior Estate Planning Attorney Job at Robert Half (Seattle)

Senior Attorney

We are looking for a highly skilled senior attorney to join our Private Clients ...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of six years of experience in estate and trust administration, with a focus on high-net-worth clients
In-depth knowledge of probate court procedures, estate planning, and trust administration
Expertise in preparing estate and gift tax returns and handling fiduciary income tax matters
Familiarity with Massachusetts probate court processes and regulations
Strong academic credentials with a proven track record of legal excellence
Exceptional judgment, communication, and interpersonal skills
Ability to thrive in a collaborative and team-oriented work environment
Commitment to delivering outstanding client service and tailored legal solutions

Job Responsibility

Manage estate and trust administration processes for high-net-worth clients, ensuring compliance with legal and financial regulations
Handle probate court procedures, including filings and representation, with meticulous attention to detail
Prepare and review estate and gift tax returns, ensuring accuracy and adherence to current tax laws
Facilitate trust distributions, including complex transactions to and from trusts
Provide expert guidance on estate, gift, and fiduciary income tax matters, including strategic planning and execution
Collaborate with clients and internal teams to deliver tailored solutions that meet individual estate planning needs
Maintain up-to-date knowledge of Massachusetts probate court procedures and apply this expertise effectively
Offer strategic advice and counsel to clients, demonstrating strong communication and problem-solving skills
Work closely with colleagues in a team-oriented environment to ensure high-quality service delivery
Contribute to the firm’s growth and innovation by identifying opportunities for process improvement and client engagement

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility for a 401(k) plan
Access to free online training
Competitive compensation

Fulltime

Senior Accountant – Estates & Trusts

BLS is seeking a professional to join our growing Estates & Trusts Practice Grou...

Location

United States

Salary:

Not provided

Belfint Lyons & Shuman, P.A

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, or equivalent
3-4 years accounting experience in a tax environment
CPA certification, or evidence of working towards certification
Broad tax knowledge on gift, estate, and fiduciary income tax issues
Ability to work both independently

Job Responsibility

Preparing tax returns that include complex gift, estate, and fiduciary income for individuals and entities, including Forms 1041, 1041A, 5227, 990PF, 706, and 709
Providing guidance and advice on estate planning, anticipated or recent inheritance, lifetime charitable giving, and asset protection
Maintaining current knowledge of creating a trust and interpreting trust documents
Forecasting tax liability based on past and future transactions
Developing and maintaining relationships with client attorneys and financial advisors
Making inquiries to various tax authorities
Reviewing changes in work performed from prior years, considering changes in client’s accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
Conducting tax planning and consultations with clients
Mentoring new staff on assignments

What we offer

Flexible work options available
Career advancement
Nurturing, open-door environment
Resources and tools needed to succeed
Ongoing training
Mentoring to guide you through your career

Senior Associate

A prestigious law firm based in Guildford is seeking a Senior Associate to join ...

Location

United Kingdom , Guildford

Salary:

70000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive (CILEx) with experience in private client law
STEP qualification is highly desirable
Strong technical understanding across estate planning, trusts, probate, and tax matters
Confident managing a full caseload independently with high attention to detail
Empathetic, personable, and professional in supporting clients during emotionally challenging periods
A genuine interest in mentoring and team development

Job Responsibility

Manage a varied and complex caseload of private client matters, including wills, powers of attorney, inheritance tax and capital gains tax planning, estate administration, and trust creation and management
Advise high-net-worth individuals and families on sensitive matters such as succession planning, lifetime gifting, and estate preservation
Handle significant estates with professionalism, discretion, and attention to detail
Support and mentor junior lawyers within the team, fostering professional development
Contribute to marketing and business development initiatives, helping to build lasting client relationships and enhance the firm’s profile in the private client sector

What we offer

Hybrid working available
28 days annual leave plus bank holidays
Private medical insurance, income protection and life assurance
Firmwide bonus scheme and generous pension contributions
Excellent career progression with a top regional firm

Fulltime

Senior Private Client Solicitor

A highly respected law firm in Surrey is seeking a Senior Private Client Solicit...

Location

United Kingdom , Wallington

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

5+ years’ PQE with a strong background in private client law
STEP qualification or working towards (preferred)
Proven ability to manage complex and high-value matters
Excellent communication, client care, and interpersonal skills
Ambition to grow within a firm that encourages leadership and progression

Job Responsibility

Manage a varied and complex caseload, including Wills, Trusts & Estate Planning
Probate & Estate Administration
Lasting Powers of Attorney
Court of Protection matters
Tax planning for high-net-worth individuals
Mentoring junior members of the team
Contributing to the ongoing development of the department

What we offer

Competitive salary
Collegiate and supportive team culture
Career progression

Fulltime

Private Client Senior Associate

A legal 500 firm in Slough is seeking a Private Client Senior Solicitor to work ...

Location

United Kingdom , Slough

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

Ability to work independently and as part of a team
Ability and desire to grow client base to generate business for the firm
Able to hit the ground running and deal with all Private Client matters from beginning to end with minimal supervision
Ability to meet fee earning targets
Full STEP qualification is desirable but not essential
Minimum 2:1 degree and/or a Commendation from their LPC
Must have trained and practiced in an established and reputable law firm
5+ years PQE as a Private Client solicitor

Job Responsibility

Manage and grow the Private Client department
Handle a variety of Private Client matters including wills and probate, complex tax and estate planning, court of protection, lasting powers of attorney, and Trusts
Work with high net worth individuals
Meet fee earning targets
Contribute to business growth for the firm

What we offer

Above market rate salary depending on experience
High quality workload with a high level of autonomy
Opportunity to work in a collegiate environment with a focus on work-life balance
Genuine future partnership prospects

Fulltime

Private Client Senior Associate

A legal 500 firm based in Slough requires a Senior Solicitor to join their Priva...

Location

United Kingdom , Slough

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

Ability to work independently and as part of a team
ability and desire to grow client base to generate business for the firm
able to hit the ground running and deal with all Private Client matters from beginning to end with minimal supervision
ability to meet fee earning targets
full STEP qualification is desirable but not essential
minimum 2:1 degree and/or a Commendation from their LPC
must have trained and practiced in an established and reputable law firm
confident and skilled Private Client solicitor with 5+ years PQE

Job Responsibility

Manage and grow the department
deal with all aspects of Private Client matters such as wills and probate
complex tax and estate planning
court of protection
lasting powers of attorney and Trusts

What we offer

An above market rate salary dependent on experience
high quality workload with a high level of autonomy
an opportunity to work in a collegiate environment with a real focus on work-life balance
genuine future partnership prospects

Fulltime

Senior Private Client Solicitor

A highly respected law firm in Surrey is seeking a Senior Private Client Solicit...

Location

United Kingdom , Wallington

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

5+ years’ PQE with a strong background in private client law
STEP qualification or working towards (preferred)
Proven ability to manage complex and high-value matters
Excellent communication, client care, and interpersonal skills
Ambition to grow within a firm that encourages leadership and progression

Job Responsibility

Managing a varied and complex caseload including Wills, Trusts & Estate Planning, Probate & Estate Administration, Lasting Powers of Attorney, Court of Protection matters, and Tax planning for high-net-worth individuals
Mentoring junior members of the team
Contributing to the ongoing development of the department

What we offer

Competitive salary
Collegiate and supportive team culture
Career progression

Fulltime

New

Senior Planner

This is a high-profile role for a financial planning professional who blends tec...

Location

United States , Marin

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CFP® or Series 65 required
Bachelor’s degree in Finance or related field
Approximately 5–7+ years of hands-on experience delivering holistic financial planning solutions
Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management
Demonstrated experience using financial planning platforms such as eMoney or MoneyGuidePro (or similar tools)

Job Responsibility

Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs
Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors
Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations
Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization
Co-present financial strategies and tailored recommendations during client meetings with advisory partners
Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions
Coach and develop junior team members in Operations and Client Services
Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management
Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards
Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Senior Estate Planning Attorney

Robert Half

Location:
United States , Seattle

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 03, 2026

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