Senior Estate, Trust & Tax Attorney for HNW Clients
BCG Attorney Search
BCG Attorney Search is seeking a Trust, Estate, and Tax Attorney to join their practice in Phoenix or Tucson, Arizona. The ideal candidate will have extensive experience in estate planning and trust administration. The role includes preparing and filing tax returns, drafting essential legal documents, and engaging in business succession planning for high-net-worth clients. Benefits include comprehensive health insurance, long-term disability coverage, and retirement plans. #J-18808-Ljbffr BCG Attorney Search
$175k
...Estate Planning Attorney – Cantor Law Group, Arizona Join Cantor Law... ...’s top estates and trusts legal team and help families... ..., and high‑net‑worth clients to craft... ...asset protection, and tax considerations. Represent... ...administrative team. Seniority, Employment & Function...TaxHigh net worthFull timeWork at office- Job Overview A law firm seeks a Trust, Estate, and Tax Attorney to join their practice in either Phoenix or Tucson, Arizona. The ideal candidate will... ...in business succession planning for high‑net‑worth clients. Requirements Minimum of eight years of experience in estate...TaxHigh net worth
- A leading law firm in Arizona is seeking an Estate Planning Attorney to join their top estates and trusts legal team. The role involves drafting and reviewing estate... ...advising on planning strategies, and representing clients in probate matters. The ideal candidate should...Senior
- ...thrive, has an immediate need for an attorney to join the Trusts and Estates team in Phoenix. The ideal candidate... ...and/or Taxation, Trusts and Estates/Tax internship work, etc.) will also be... ...exceptional attention to detail, strong client service skills, and superior writing...TaxInternshipImmediate startFlexible hours
$100k - $150k
Keystone Distinction Group is seeking an experienced Trusts and Estates Tax Manager for a hybrid role in Phoenix. You will be responsible for reviewing... ...'s degree in Accounting or Finance, and preferably a CPA. A client-focused mindset and strong communication skills are...SeniorTax- ...with a well-developed private client practice is seeking an Associate Attorney to join its Estate Planning, Probate, and Trust Administration team. The... ...candidate will work closely with senior attorneys and clients on... ...legal research on estate, tax, and probate issues as...TaxHigh net worthPrivate practice
$130k - $145k
Senior Trust Officer - Estate & Death Settlement Phoenix, AZ | $130,000-$145,000 base... ..., valuations, creditor/tax coordination, beneficiary communication... ...with estate planning attorneys, tax professionals, courts,... ...Deliver a white-glove client experience consistent with...SeniorTaxLocal area$140k - $160k
...Firm Serving High-Net-Worth Clients We’re partnering with a top-... ...thinking strategies around income tax, estate planning, charitable giving,... ...for an experienced Tax Senior Manager or Director who’s ready... ...possible. What You’ll Do Be a trusted advisor to high-net-worth...SeniorTaxHigh net worthWork at officeRemote work3 days per week- Eide Bailly in Phoenix, AZ is seeking a Tax Senior Associate to join our high net worth tax practice. You will work with individual tax clients, assisting with wealth transition across generations and preparing complex returns. We value clear communication, ongoing professional...SeniorTaxHigh net worth
$100k - $150k
Job Juncture is seeking an experienced Trusts and Estates Tax Manager in North Central Phoenix. This hybrid position involves preparing fiduciary income tax returns and leading engagements. The ideal candidate will have over 5 years of specialized experience in trust and...SeniorTax- A leading accounting firm in Phoenix, Arizona is seeking a Tax Experienced Manager for its Private Client Services. The successful candidate will manage tax compliance and consulting engagements, supervise staff, and develop client relationships. A Bachelor's degree and...SeniorTaxHigh net worth
- ...DESCRIPTION Private Client Services at BDO is a... ...people with complicated tax and financial... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ...Supervises associates and senior associates on all... ...(“EA”) credential, Attorney (admitted to practice...TaxHigh net worthPrivate practiceWork at office
- ...respected law firm in Phoenix, is seeking an Associate Attorney to join their Estate Planning, Probate, and Trust Administration team. This role offers significant... ..., manage probate, and provide guidance to clients. Ideal candidates will have 3-5 years of relevant...
$70k - $95k
...investment management, business management, tax, estate, insurance, and more, all managed by a... ...fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors... ...returns for high-net-worth individuals, trusts and businesses Create quarterly...SeniorTaxHigh net worthTemporary workWork at officeLocal areaWork from homeHome officeMonday to FridayFlexible hours$140k - $160k
...A leading advisory firm in Phoenix seeks an experienced Tax Senior Manager or Director to provide expert guidance to high-net-worth clients. This role focuses on complex tax planning and supports a collaborative environment. The ideal candidate has over 6 years of experience...SeniorTaxHigh net worthRemote work$90k - $105k
...firm in Phoenix that's looking to add a Tax Senior to its growing team. This is a great opportunity... ...someone who enjoys working closely with clients, wants exposure to more than just... ...client relationships and serving as a trusted point of contact What they're looking for...SeniorTaxHigh net worth$80k - $100k
...Our client, a well-established CPA firm in Central Phoenix, is currently looking to fill their need of Tax Senior. If you are looking to grow your career with a well-established... ..., C and S corporations, estates and trusts. ~ Experience in year-end tax planning...SeniorTaxHigh net worthImmediate startFlexible hours$155k - $248k
...driven by our purpose to champion every client’s goals with passion and integrity. We... ...clients and family‑offices, such as tax, alternative investments, estate planning, restricted stock, complex accounts, managed accounts, trusts, philanthropy, risk management, life insurance...SeniorTaxHigh net worthWork at office- Fennemore Craig, a prominent AM Law 200 law firm, seeks an attorney to join their Trusts and Estates team in Phoenix. The ideal candidate will have 1-4... .... in Taxation, demonstrating a strong academic record, client service skills, and exceptional attention to detail. The...Flexible hours
- ...Frost Law is Expanding into Arizona – Senior Tax Controversy Attorney Wanted! Frost Law is growing our national tax controversy practice and we are... ...experience is a plus) Ability to lead cases, manage client relationships, and mentor junior attorneys A proactive problem...SeniorTax
- ...in their professional careers. The Senior Financial Planner works closely... ...deliver tailored financial plans to clients within the region. This role focuses... ...customized financial plans, including tax planning, retirement planning, estate planning, investment strategies,...SeniorTaxHigh net worthTemporary workWork at officeLocal areaFlexible hours
- EY is looking for a Real Estate Tax Senior Manager in Phoenix, Arizona. You will lead tax planning projects and apply your extensive... ...role includes collaborating with teams and providing trusted advice to our diverse client base. Ideal candidates will have a bachelor’s degree...SeniorTaxFlexible hours
- ...Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time... .... The firm serves a diverse portfolio of clients across industries and is looking for a... ...strong client relationships, serving as a trusted tax advisor Mentor, train, and develop...SeniorTaxHigh net worthFull timeRemote workFlexible hours
$71.65k - $94.05k
...consider joining Baker Tilly (BT) as a Tax Senior Associate! This is a great opportunity to... ...and compliance services to middle market clients. As one of the fastest growing firms in... ...this role if: You can see yourself as a trusted business advisor, working face-to-face with...SeniorTaxHigh net worthLocal area$110k - $115k
...firm specializes in real estate investments and... ...performance facilities to large clients, with a growing... ...mission is to serve as a trusted partner to investors, tenants... ...Overview The Senior Accountant will own... ...Close monthly US GAAP and tax-basis accounting for...SeniorTaxInterim roleImmediate start- A law firm expanding in Arizona seeks a Senior Tax Controversy Attorney to join its team. The role requires significant experience in tax matters... ...part of a national practice, you will lead cases, manage client relationships, and mentor junior attorneys. Join a collaborative...SeniorTax
- Eide Bailly in Phoenix, Arizona is seeking a Tax Manager for their high-net-worth tax practice. The role involves preparing complex tax returns and advising clients on wealth transition strategies. Ideal candidates will have a Bachelor's in Accounting, CPA certification...TaxHigh net worth
$71.65k - $94.05k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a coast-to-coast and global advantage in major regions of the... ...via our applicant tracking system. Responsibilities Be a trusted member of the engagement team providing various tax...SeniorTaxHigh net worthLocal areaWorldwide- ...is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. This role acts as a trusted advisor, supports growth through client acquisition, and mentors other advisors...SeniorHigh net worth
- ...positively impact our clients and people. Talented and... ...Who We Serve: We offer Tax, Audit, Advisory, and Business... ...: Private Equity, Real Estate & Hospitality, Media &... ..., corporations, and trusts and its related income... ...ongoing feedback to Seniors and Staff Train and teach...SeniorTaxHigh net worthFull timeWork experience placementWork at officeRemote work
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