Tax Attorney, Estate Planning & High-Net-Worth
Overview
Advise high-net-worth individuals and business owners on complex tax, estate, business, and asset protection strategies. You will own client relationships from initial consultation through implementation, collaborating with a multidisciplinary legal team. 5+ years of experience and an active Arizona Bar license are required. This role offers direct client exposure and the opportunity to shape strategic decisions for sophisticated clients.
What You'll Do7
- 1Advise high-net-worth clients on tax-efficient wealth preservation and estate planning strategies.
- 2Draft business formation documents, estate plans, trusts, and tax planning documents.
- 3Conduct legal research on federal and state tax laws to develop practical solutions.
- 4Manage case files with accurate documentation and ensure legal compliance across all matters.
- 5Build strong client relationships through clear communication and proactive problem-solving.
- 6Collaborate with legal and administrative teams to deliver integrated client service.
- 7Support firm leadership on strategic initiatives and business development efforts.
Requirements7
- 1Juris Doctor (JD) from an accredited law school.
- 2Active and unrestricted Arizona Bar license.
- 35+ years of tax law and estate planning experience.
- 4Strong legal research, drafting, and analytical skills.
- 5Independent problem-solving abilities in complex legal scenarios.
- 6Excellent client relationship and communication skills.
- 7CPA or LL.M. in Taxation preferred.
Salary Insight
$75 - $125k per year
Location
Required Skills
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