Tax & Estate Planning Attorney for High‑Net‑Worth Clients
Tech9
Durfee Law Group focuses on estate and business planning, tax planning and preparation, probate administration, and asset protection.business owners, entrepreneurs, and high-net-worth individuals. We take an interdisciplinary approach; many of our attorneys carry both legal and accounting credentials, which allows us to deliver integrated, strategic counsel that goes beyond traditional legal advice.POSITION SUMMARYWe are seeking an experienced and highly motivated Tax Attorney to join our growing practice. The ideal candidate will bring deep expertise across federal and state tax law, estate planning strategy, and wealth preservation, with the ability to advise a diverse client base ranging from high-net-worth individuals and families to closely held business owners. This is a client-facing role requiring exceptional analytical skills, sound judgment, and the ability to communicate complex legal concepts clearly and effectively.This is not a litigation role. The work is transactional, strategic, and relationship-driven with direct client responsibility from day one.KEY RESPONSIBILITIES AND DUTIESProvide sophisticated legal counsel on business transactions, estate planning, and tax optimization strategies, serving as a trusted advisor to business owners and high-net-worth individuals.Draft, analyze, and revise business structuring agreements, estate plans, trust instruments, and tax-planning documents, ensuring compliance with applicable statutes and regulations.Research and interpret complex tax and estate laws to develop practical, client-centered solutions.Manage case files strategically, maintaining documentation accuracy and coordinating with legal and administrative team members.Maintain strict adherence to all applicable legal standards and professional responsibility requirements.Build and maintain strong client relationships across a nationwide client base.Collaborate with firm leadership on client strategy and firm initiatives.QUALIFICATIONS NEEDEDJuris Doctor (JD) from an accredited law schoolActive, unrestricted license to practice law in ArizonaDemonstrated experience in at least one of: tax law, business planning, or estate planningStrong analytical and legal judgment with the ability to handle complex, multi-issue matters independentlyAdvanced legal research and writing abilityExcellent interpersonal and client relations skills; able to build trust with sophisticated clientsRigorous attention to detail and strong organizational habitsCollaborative and collegial — comfortable working in a multidisciplinary team environmentAdaptable to new legal and practice management softwareStrongly PreferredExperience across all three practice areas: tax, business, and estate planningDual credentials in law and accounting (CPA, LLM in Taxation, or equivalent)Background advising business owners and high-net-worth individuals on tax and estate strategy.Experience in structuring and negotiating complex business transactions with tax implicationsWork EnvironmentLocation: On-site at Main Mesa OfficeSchedule: Full-time; standard business hours with flexibility as client matters requireTools: Regular use of legal research platforms, document management systems, and practice management software; proficiency in new tools expected and supportedE04JI800hta34096fy1 #J-18808-Ljbffr Tech9
$140k - $160k
Solid Rock Recruiting LLC is seeking an experienced Tax Senior Manager or Director for a premier advisory firm serving high-net-worth clients. This role involves providing proactive guidance, offering custom planning solutions, and overseeing teams on tax-related deliverables...TaxHigh net worthRemote job- ...candidate will have a minimum of 10 years of experience in financial planning and investment management, along with a Certified Financial... ...) certification. Responsibilities include managing significant client relationships and maximizing business development opportunities...High net worth
- A leading tax services company is seeking a Tax Advisor to build client relationships and provide tax preparation and planning services throughout the year. This role involves interacting with clients both in-person and virtually, assisting with complex tax needs, and...Tax
- JPMorgan Chase is seeking a Private Client Advisor in Mesa, Arizona. This role focuses on offering comprehensive financial planning and investment advice to clients of varying wealth levels. A successful candidate will have at least 2 years of experience, strong relationship...SuggestedFlexible hours
- ...a growing law firm in Mesa, Arizona, is looking for a full-time Business Attorney with 2 to 5 years of experience in legal practice. The role involves preparing legal documents, advising clients on transactions, and negotiating settlements. Candidates should have prior...SuggestedFull time
- ...strong advocacy, and meaningful client outcomes. Our team handles a... ...building a practice centered on high-quality legal work, compassion... ...with firm leadership on case planning, business growth, and long-... ...in good standing 4+ years of attorney experience in civil litigation...Contract workFlexible hours
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- About the Position The Civil Attorney for Behavioral Health is responsible for representing the... ...County. We handle matters such as tax appeals by County taxpayers, environmental... ...development within Maricopa County Low-cost, high-value healthcare for you and your qualifying...TaxWork at office
- ...officials, and contractors is highly desirable. A successful... ...engineering plans; analyzing property appraisals... ...high pressure. Real Estate Specialist I Under... ...companies, appraisers, attorneys, engineers, sign and fence... ...easement/deed files, county tax rolls and subdivision...TaxFor contractorsWork at officeRelocation
$82.25k - $165k
...Classified**Department**County Attorney**About the Position**The Civil... .... We handle matters such as tax appeals by County taxpayers, environmental... ...Maricopa County* Low-cost, high-value healthcare for you and... ...options, robust retirement plans, tuition and loan payment...TaxWork at office$80k - $110k
...responsibility of a Financial Planner is to deliver high‑quality, comprehensive financial planning to existing clients while partnering closely with Lead Advisors... ...and advice across investments, retirement, tax, insurance, and estate considerations Serve as a primary planning...Tax- ...corporate purchasing and expenses Tax filings and reporting Main... ...expenses to Charter One clients 5. Strategic & Leadership Support... ...Support strategic financial planning and development of Strategic Long... ...provide actionable insights High level of accuracy, detail oriented...TaxFull time
$30.6 - $36.1 per hour
...Overview Intuit is seeking highly motivated individuals... ...opportunity combines tax expertise,... ...go-to expert for your clients. Additionally, you will... ...and provide future tax planning advice. Utilize resources... ...Accountant), or Practicing Attorney with strong tax preparation...TaxSeasonal workLocal area- ...atmosphere is seeking a full-time Business Attorney with 2 to 5 years of legal practice to... ...with our team of attorneys and represent clients in legal proceedings, draw up legal documents... ..., civil litigation, employment or real estate law a plus Familiarity with various...Full time
- ...growing and collaborative family law firm seeking an experienced attorney to join our team. This is an excellent opportunity for a... ...strategically Excellent written and verbal communication skills with clients and team members What We’re Looking For We are seeking a...
- A county government office in Arizona seeks an Attorney to represent indigent clients appointed by the court in juvenile dependency cases. The position demands strong oral communication skills and legal research expertise. Responsibilities include preparing cases, filing...Work at office
- Denton Peterson Dunn, PLLC is looking for a full-time Business Attorney in Mesa, Arizona. The ideal candidate has 2 to 5 years of legal... .... Responsibilities include preparing legal documents, advising clients on transactions, and negotiating settlements. The firm offers a...Full time
- Our client, a boutique commercial real estate law firm based in Mesa, AZ is looking for a Real Estate Attorney to join their team on a hybrid remote role on a full-time basis. If you enjoy and are really good at real estate law, consulting directly with clients at your...Full timeRemote work
$80k - $122k
...up to your potential, then apply to be an Attorney with Public Advocate! We're looking for... ...As an Attorney, you’ll represent indigent clients when appointed by the court and prepare cases... ...within Maricopa County Low-cost, high-value healthcare for you and your qualifying...Work at officeRotating shift- ...provide help and inspire confidence in our clients, associates, and communities everywhere.... ...over year. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse... ...preparation, tax audit support and tax planning year-round Create confidence in our...Tax
- ...Manager is a senior, high-trust role at the... ...executive support, client and staff management... ...office space planning, maintenance requests... ...to the appropriate attorney or accountantServe... ...environmentFamiliarity with estate planning, probate,... ...with tax preparation firm operations...TaxWork at office
$23.7 - $28 per hour
...Overview Intuit is seeking highly motivated individuals to join... ...This unique opportunity combines tax expertise, entrepreneurial... ...as the go-to expert for your clients. Additionally, you will play... ...refunds, and provide future tax planning advice. Utilize resources such...TaxSeasonal workLocal area- A tax preparation firm in Mesa, Arizona, is seeking a Tax Preparation Specialist to manage tax filings and assist with tax planning. Candidates should have an associate's degree in Accounting or equivalent experience. Key responsibilities include preparing various tax returns...Tax
$46.68k - $78.89k
...projects. Responsible for administering and planning the day-to‑day processes for payroll,... ...off administration. Provide excellent client service and a high degree of accuracy. ESSENTIAL... ...awareness of access for earning statements, tax changes, paid time off balances and...TaxFor subcontractorWork at officeShift workDay shift$100k - $200k
Position Overview We’re seeking Associate Attorneys for our Mesa, Arizona office. The ideal candidate will have experience in civil litigation... ...legal representation. Core Values Dedication to every client Generate incredible work product Loyalty to firm, our cause,...Work at officeRelocation- ...seeking a Front Line Manager in Mesa, Arizona, to oversee the productivity and performance of subordinates. Responsibilities include planning work assignments, evaluating performance, and providing training and development opportunities to employees. This role involves...Tax
$50k
...administrator entirely focused on building client relationships. It's our sole... ...responsibilities to ensure a high-quality, streamlined client... ...and adjust the branch business plan to increase branch... ...offers a 401k retirement plan, and tax-advantaged accounts: health savings...TaxWork at officeWork from homeHome officeFlexible hours- ...grow in this position. The incumbent serves as an expert analyst responsible for developing and/or interpreting guidance on program planning, execution, and evaluation for the compliance, accounts management and/or taxpayer education and communication functions. The...Tax
$128.64k - $185.81k
...quality (safe, effective, patient/client centered, timely, efficient and... ...standards, Optimum Wellness Plans, processes, and workflows. Ensure... ...goals through delivery of high‑quality medicine, a focus on preventive... ...expenses by setting aside pre‑tax money. It's a smart way to...TaxFull timeTemporary workPart timeLocal areaFlexible hoursShift work$2,296 per week
...develop individualized treatment plans, maintain records, and provide... ...app for 24/7 support and the high ethical standards of a... ...subject to confirmation) with tax-free stipend amount to be determined... ...supportive experience for both clients and candidates. Visit...TaxExtra incomeTemporary workImmediate startShift work
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