Senior Administrative Attorney - Evergreen Legacy Planning

About the job

Do you want to make a meaningful impact leveraging your passion for business operations, outstanding client service, and meaningful relationships, as well as all you’ve learned and accomplished to grow and lead an innovative and flourishing firm? Do you have expert knowledge and experience practicing estate planning law (e.g. trusts, wealth transfer planning, asset protection, taxation, etc.) with high net worth clients, and experience running operations and team for estate planning law in a successful and growing firm?

If you are a dedicated legal professional with a passion for leading a dynamic team and leading operations in a successful and growing estate planning law firm with a pathway to partnership equity, we encourage you to apply. The Senior Administrative Attorney will not be required to originate new clients to the firm, but will be welcome to do so consistent with ELP’s client standards.

About us:

We are a boutique estate planning and wealth strategy law firm focused on exceptional service to ultra-high net worth clients across the country and internationally. Our emphasis is on balancing quantitative financial and tax outcomes with a client’s quality of life and greater sense of meaning for the material wealth they have accumulated. Client engagements often span many years because of our focus on client happiness and our desire to support the success of strategies we design and implement. Client strategies are complex and multifaceted, generally including multiple U.S. and offshore irrevocable trusts and other entities.

What you can expect from us:

• An opportunity to make a deep impact and meaningful contribution to the long-term success of our well-established firm known for excellence, innovation, and commitment to our clients.
• A casual, down-to-earth, collaborative work environment.
• Ability to work with a team of smart and caring professionals that value authenticity and respect for each other, ourselves, our clients, and our competitors.
• Professional development and support for your growth.
• Competitive compensation plan with comprehensive benefits.

What You’ll be Doing:

• Using your business knowledge, expertise, and strategic vision in collaboration with the Founding Partners to help set strategic goals and oversee ongoing law firm operations.
• Handling complex legal matters and leading service delivery with key clients while you grow the business to the point where you transition primarily into a leadership role.
• Developing an operational strategy, tools, and systems for tracking work-in-progress within the team and optimizing the efficiency of service delivery operations on an ongoing basis.
• Building, leading, and managing a team while fostering a strong culture of professionalism and integrity.
• Developing and executing long-term business plans and budgets that align with the firm’s mission and values.
• Designing and implementing substantive thought leadership programs for both internal and market-facing purposes.
• Other duties as assigned.

Requirements:

• Authorization to work in the U.S.
• Juris Doctor degree from an ABA-accredited law school and admitted to practice law in Colorado, or ability to successfully become admitted through reciprocity or exam.
• At least 5 years of proven experience in estate planning law, with an advanced understanding of trusts, wealth transfer planning, asset protection, taxation, and related areas. Foundational understanding of cryptoasset ownership structures is a plus, but not required.
• Willingness and ability to work Monday through Friday, and in the Evergreen office at least three days per week during those business hours.
• Substantial experience in a senior leadership role within a law firm with formal managerial responsibility, P&L accountability, and strong understanding of business strategy and operations.
• Tech savvy with high technical learning aptitude, ability to work with Apple operating system, case management and billing systems (e.g. My Case), and have a high proficiency with MS Word, Excel, Adobe, Powerpoint.
• Excellent organizational skills, proactivity, autonomy, efficiency, and obsessive attention to detail.
• Excellent communication, listening, and writing skills.

Compensation:

• Base salary of $150K–180K depending on combined relevant experience, skills, knowledge, and performance.
• Personal and firm performance-based fee sharing potential that will most likely range from $50K to $200K.
• Vesting senior equity in law firm.

Benefits:

• Medical, dental, vision, and basic life insurance benefits
• Phone and internet stipend
• Annual bar membership dues paid by ELP.
• Budget for continuing legal education (CLE) as necessary to maintain mandatory CLE compliance with Colorado bar.

We are an equal opportunity employer and we value diversity at our company. We do not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state or local laws.

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