Top 1709 client advisor Jobs in washington state

Attorney - Estate Planning, Probate & Tax
Brothers Henderson Durkin, P.S. —Seattle, WA
- $150,000 - $300,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
EUROPEAN AUTO TECHNICIAN WANTED — NO WEEKENDS
Kassel Motorsports LLC —Puyallup, WA
- $35 - $60 an hour
- Full-time
- ASE Certification
- Clean driving record
- Mid-level
- Paid training
- Paid holidays
Quick Apply
Construction Sales Project Manager - Relocation Opportunity to Vancouver, WA
GRO —Vancouver, WA
- From $140,000 a year
- Full-time
- Carpentry
- Background check
- Construction site
- Relocation assistance
- Health insurance
Quick Apply
Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding areas
Thrivent —Spokane, WA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
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Financial Advisor - Greater Seattle/Bellevue Area
Thrivent —Seattle, WA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
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Financial Advisor
Northwestern Mutual —Tacoma, WA
- $100,000 - $150,000 a year
- Full-time
- Research
- Mid-level
- Math
- Health insurance
- Dental insurance
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Portfolio Counselor
Fisher Investments —Camas, WA
- $72,500 a year
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Associate Attorney
BolyːWelch —Seattle, WA
- $90,000 - $160,000 a year
- Hybrid work
- Mid-level
- Disability insurance
- Health insurance
Insurance Agent - Yelm, WA
COUNTRY Financial —Yelm, WA
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Olympia, WA
COUNTRY Financial —Olympia, WA
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Longview, WA
COUNTRY Financial —Longview, WA
- Full-time
- Mid-level
- Office
- Bachelor's degree
Aesthetic Injector / Advanced Provider (RN, NP, PA) Kucumber Skin Lounge
Kucumber Skin Lounge —Bellevue, WA
- From $50 an hour
- Part-time
- RN License
- Mid-level
- In-person
- Free parking
- Paid training
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12h
Sales Executive- Personal Insurance
Marsh McLennan Agency-Northwest —Yakima, WA
- $62,500 - $116,400 a year
- Full-time
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Broker
Windermere Real Estate —Woodinville, WA
- $72,000 - $92,000 a year
- Full-time
- Hybrid work
- 18 years or older
- Computer literacy
- Mid-level
- Flexible schedule
Quick Apply
Sales Executive- Personal Insurance
Marsh McLennan Agency-Northwest —Wenatchee, WA
- $62,500 - $116,400 a year
- Full-time
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Broker
Windermere Real Estate —Mount Vernon, WA
- $93,000 - $112,000 a year
- Full-time
- Hybrid work
- 18 years or older
- Mid-level
- Residential
- 401(k)
- Flexible schedule
Quick Apply
Financial Advisor - Olympia, WA
COUNTRY Financial —Olympia, WA
- Full-time
- CPA
- Mid-level
- Office
Insurance Agent - Lakewood, WA
COUNTRY Financial —Lakewood, WA
- Full-time
- Mid-level
- Office
- Bachelor's degree
Licensed Health Insurance Agents Wanted
Advocate Health LLC —Seattle, WA
- $1,000 - $100,000 a year
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Work from home
- Flexible schedule
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CPA / Senior Tax Manager
Walla Walla Tax Advisors —Walla Walla, WA
- $90,000 - $140,000 a year
- Part-time
- Management
- CPA
- 5 years
- Flexible schedule
Quick Apply

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Attorney - Estate Planning, Probate & Tax

Brothers Henderson Durkin, P.S.
Seattle, WA

Quick Apply

Job Details

Full-time
$150,000 - $300,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance
Flexible schedule
Life insurance
Referral program

Qualifications

Estate administration
Estate planning needs analysis
Caseload management
Writing skills
Income tax planning
Probate process support
Trust legal document drafting
State tax return preparation
Legal case management
Bar
Document management systems

Full Job Description

Brothers Henderson Durkin, P.S. is seeking an estate planning, probate, and tax attorney to provide advanced legal counsel in the areas of estate planning, wealth transfer strategies, trust and estate administration, probate, and related tax matters. This position focuses on designing and implementing sophisticated estate plans, advising high-net-worth individuals and families, addressing complex tax issues, and supporting fiduciaries in administering estates and trusts. The attorney is expected to maintain and grow a portable book of business and contribute to the firm’s continued development of a high-level trusts and estates practice.

Key Responsibilities

Client Counseling & Representation

Advise clients, families, fiduciaries, and professional advisors on sophisticated estate planning strategies, including wealth transfer planning, tax-efficient gifting, charitable planning, business succession planning, and multigenerational planning.
Draft and implement advanced estate planning documents, including wills, revocable and irrevocable trusts, ILITs, GRATs, IDGTs, SLATs, family limited partnerships/LLCs, and other complex planning instruments.
Provide guidance on federal and state tax issues, including estate, gift, generation-skipping transfer (GST), and possibly fiduciary income tax matters.
Represent personal representatives and trustees in all phases of probate and trust administration, including asset marshaling, creditor claims, distributions, tax returns, and fiduciary accountings.
Advise clients on estate and trust controversies, working collaboratively with litigators where appropriate.
Interpret and apply federal and Washington State tax laws, including preparation or review of Forms 706, 709, 1041, and related filings, or coordination with outside CPAs as needed.

Case Management & Legal Workflows

Develop and oversee matter strategy, deadlines, tax planning timelines, and client deliverables.
Conduct legal research and prepare complex memoranda, tax analyses, and client advisories.
Coordinate with paralegals, administrative staff, and other attorneys to ensure efficient workflow and consistent client service.
Maintain high-quality documentation, timekeeping, and billing practices consistent with firm standards.

Client Service & Professionalism

Present complex tax and estate planning concepts in clear, practical, and client-friendly terms.
Maintain strong working relationships with clients, CPAs, financial advisors, fiduciaries, and other professionals involved in estate planning and administration.
Demonstrate professionalism, discretion, and sound judgment in managing sensitive personal and financial information.
Provide exceptional responsiveness, communication, and service to clients with high expectations and sophisticated planning needs.

Required Skills & Competencies

Advanced knowledge of estate planning techniques, trust and estate administration, and federal/state tax law.

Strong analytical and problem-solving abilities, especially in applying tax law to complex fact patterns.

Excellent drafting skills and strong attention to detail in preparing sophisticated planning documents.

Ability to effectively manage a substantial and varied caseload with competing deadlines.

Strong interpersonal and communication skills, with the ability to work collaboratively with internal and external stakeholders.

Proficiency with legal and tax-related technology platforms, including document management, timekeeping, and estate administration software.

Preferred and Required Education & Experience

Active membership in good standing with the Washington State Bar Association (WSBA) required.
LL.M. in Taxation strongly preferred.
A portable book of business and demonstrated ability to develop and retain client relationships.
Five or more years of experience in sophisticated estate planning, probate, trust administration, and tax-oriented planning required.
Experience preparing or overseeing preparation of federal estate, gift, fiduciary income, and GST tax returns.
Experience with business succession planning and advising closely-held business owners is preferred.
Litigation experience related to estate and trust matters is a plus but not required.

Compensation & Benefits

We are offering a full-time position. Salary is competitive and commensurate with education, experience and size of practice from $150,000 to $300,000. We also provide a generous productivity-based monthly bonus structure. Comprehensive benefit package includes medical, dental, vision, long and short-term disability, life insurance, paid time off, and 401(k), flexible schedule and hybrid remote work option.

How to Apply

Please send your CV/Resume, a cover letter, and a writing sample to via email at [email protected].

Pay: $150,000.00 - $300,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Work Location: Hybrid remote in Seattle, WA 98103

Quick Apply

Refine Your Search

client advisor jobs in washington state

Attorney - Estate Planning, Probate & Tax

EUROPEAN AUTO TECHNICIAN WANTED — NO WEEKENDS

Construction Sales Project Manager - Relocation Opportunity to Vancouver, WA

Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding areas

Financial Advisor - Greater Seattle/Bellevue Area

Financial Advisor

Portfolio Counselor

Associate Attorney

Insurance Agent - Yelm, WA

Insurance Agent - Olympia, WA

Insurance Agent - Longview, WA

Aesthetic Injector / Advanced Provider (RN, NP, PA) Kucumber Skin Lounge

Sales Executive- Personal Insurance

Broker

Sales Executive- Personal Insurance

Broker

Financial Advisor - Olympia, WA

Insurance Agent - Lakewood, WA

Licensed Health Insurance Agents Wanted

CPA / Senior Tax Manager

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