We are seeking an experienced Knowledge Management Lawyer to help shape and execute the knowledge strategy for our Exempt Organizations and Personal Planning practice groups. This role sits within the Knowledge & Innovation function, partnering closely with practice attorneys to design and deliver tools and best practices that improve efficiency, clarity, and speed of execution.

The position combines legal expertise with knowledge management discipline and advanced technologies, including AI-powered solutions. You will develop and maintain core knowledge assets — precedents, templates, guides, and other know-how — while supporting the full portfolio of KM services for the practice groups.

Key responsibilities include collaborating with applied analytics and practice solutions teams to evaluate and pilot legal technology; identifying and validating pain points and mapping them to viable AI-driven use cases; and helping attorneys adopt AI-enabled workflows through hands-on support, tool selection, and prompt design. You will also monitor legal and legislative developments of interest to the practice, write and publish client alerts and articles, and contribute to thought leadership.

You will oversee practice resources and practice intelligence — including experience management data capture and visual dashboards — and assist with RFP responses, pitch-books, and client engagement materials. Additionally, you will help identify training needs, mentor associates, train attorneys on research databases, and educate new associates on judicial authority, IRS regulations and rulings, and related precedent.

J.D. or equivalent degree required.
Minimum of five years of experience at a large law firm in exempt organizations, trusts and estates, and/or tax law, with an emphasis on gift and estate tax.
Extensive knowledge of relevant legal practices and documents.
Outstanding written and verbal communication skills.
Self-starter with strong motivation, customer service orientation, and prompt responsiveness.
Excellent organizational skills and close attention to detail.
Strong problem-solving, business judgment, and analytical abilities.
Ability to collaborate effectively with attorneys and non-legal staff and departments.
Prior publication experience (e.g., law firm client alerts) a plus.

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Confidential. We never contact your current employer.