Knowledge Management Lawyer – Exempt Organizations and Personal Planning

Simpson Thacher & Bartlett•New York, NY

14d•Hybrid

About The Position

The Knowledge Management Lawyer (KML) - Exempt Organizations and Personal Planning is responsible for helping to develop the knowledge strategy and implement projects to meet the knowledge needs of the Exempt Organizations and Personal Planning practice groups. The KML will leverage their legal expertise, knowledge management best practices and advanced technologies including Artificial Intelligence (AI)-powered tools and solutions to enhance knowledge capture, improve efficiency, clarity, and speed of execution. The KML will develop and maintain essential knowledge assets and support the delivery of a broad portfolio of KM services for the Exempt Organizations and Personal Planning practice groups.

Requirements

Minimum of five years of experience in a large law firm in the areas of 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 communication skills, both written and verbal.
Self-starter and highly motivated.
Strong customer service skills and prompt response time to incoming requests.
Attention to detail and excellent organizational skills.
Ability to solve problems, both for technical issues and in situations involving collaboration with attorneys and non-legal staff/departments.
Demonstrated good business judgment and analytical skills.

Nice To Haves

Prior publication experience (e.g., law firm client alerts) a plus.

Responsibilities

Collaborate with the Knowledge & Innovation Department and practice group attorneys to develop and implement solutions and best practices to increase effectiveness and efficiency in the Exempt Organizations and Personal Planning practice groups.
Collaborate with the Applied Analytics and Practice Solutions teams to evaluate and pilot legal technology, artificial intelligence applications, and client-facing applications that enhance the delivery of legal services.
Stay abreast of emerging legal technology trends and tools that can improve operational efficiency and client service.
Identify and validate pain points and map them to viable AI-driven use cases, particularly where AI support could improve efficiency, clarity or speed of execution.
Assist attorneys in adopting AI-enabled workflows through proactive outreach and hands-on support.
Serve as a resource for attorneys seeking AI solution support, assisting with tool selection and prompt design and refinement.
Monitor and inform the practices of key legal and legislative developments of interest to the Exempt Organizations and Personal Planning practice groups and their clients.
Write and publish client alerts and articles on such developments, as well as conduct research on legal developments or new areas of law relevant to the Exempt Organizations and Personal Planning practice groups.
Develop and maintain practice resources, including precedents, templates, guides and other “know-how” materials and ensure resources are readily accessible on the Firm’s intranet and other content sharing platforms.
Identify and implement processes for capturing relevant business and matter data in the Firm’s experience management database.
Design and maintain visual reports and dashboards that surface insights into business and matter data for internal audiences and client presentations.
Assist attorneys and Client Development & Engagement in preparation of RFP responses, pitch-books and relevant materials for business development and client engagement.
Monitor and disseminate information relating to client preferences and compliance protocols and ensure that client specific information is disseminated to attorneys.
Collaborate with practice group attorneys and the Legal Training and Development team to identify practice-related training needs; assist in the creation of materials for group trainings and CLE programs.
Mentor associates by providing them with best practices and assisting them in locating practice-related knowledge resources and documents.
Train associates on the use of various research databases and sources.
Educate new associates on the levels of judicial authority, difference between final and proposed IRS regulations, and the precedential authority of IRS rulings, memorandums, and notices.
Be a source of legal, market, and practical expertise for all members of the Exempt Organizations and Personal Planning Practice Groups.
Collaborate and coordinate with other professional staff and departments of the Firm to improve content, procedures and communications to ensure seamless support for the Exempt Organizations and Personal Planning Groups.
Provide other knowledge support to the practice group as may be assigned by the Exempt Organizations and Personal Planning Group Chairs, Chief Knowledge & Innovation Officer, Knowledge Management Director or Senior KM Lawyer.