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
- ...services to help meet clients' unique needs and... ..., general trust administration, specialty... ...specialty trusts, custody, tax, specialty assets,... ...the needs of HNW and UHNW clients and... ...Personal trust services• Estate services•... ...Fargo is seeking a Senior Regional Real Estate...SeniorTaxHigh net worthFull timeWork experience placementBank staff
- ...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
- 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
$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- MOHR Talent in Phoenix, AZ seeks a Senior Trust Officer to lead estate and death settlement engagements. You will oversee complex fiduciary tasks, coordinate with attorneys, tax professionals, and advisors, and guide clients through probate processes with empathy and precision...SeniorTaxRemote work
- ...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
$120k - $140k
Senior Tax Strategy Advisor (CPA) - Remote Location: Remote (AZ, NV, TX,... ...business owners and high-net-worth clients on advanced tax planning, wealth preservation, estate planning, and succession... ...and accounting teams Serve as a trusted long-term advisor to clients Qualifications...SeniorTaxHigh net worthWork at officeRemote work- Snell & Wilmer LLP seeks a Private Client Services Mid-Level Associate with at least five years of experience in estate planning, probate, and trust and estate administration. Preference for candidates with estate and gift tax return experience, LL.M., or CPA designation...TaxHigh net worth
$129k - $238k
...relationships with high-net-worth clients. This is first and foremost... ...in simple to intermediate estate planning, tax planning and advanced... ...solutions across investments, trust and wealth transfer, credit,... ...small and large audiences of senior and executive level professionals...SeniorTaxHigh net worthImmediate start$100k - $150k
A professional accounting firm in North Central Phoenix is seeking an experienced Trusts and Estates Tax Manager for a hybrid role. The ideal candidate will have over 5 years of specialized experience, a Bachelor's degree in Accounting (MST preferred), and be CPA certified...SeniorTax- 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
- MOHR Talent in Phoenix, AZ is seeking a Senior Trust Officer to lead estate and death settlement engagements from intake through final distribution... ...a team that values people. You will coordinate with attorneys, tax professionals, and advisors, oversee debts and taxes,...SeniorTax
$145k - $200k
...Description Job Description Tax Manager / Senior Manager – High Net Worth & Private Client Services (PCS) Phoenix, AZ |... ...affluent individuals, trusts, estates, family-owned businesses, and... ...opportunities. Partner with attorneys, financial advisors, bankers,...SeniorTaxHigh net worthFor contractorsPrivate practiceWork at officeImmediate startVisa sponsorship- 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
- SR Staffing is looking for a Senior Tax Strategy Advisor (CPA) for a fully remote role. You will work with business owners and high-net-worth clients on advanced tax planning, wealth preservation, estate planning, and succession strategies. Responsibilities include leading...SeniorTaxHigh net worthRemote job
- ...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...
$130k - $155k
Estate & Death - Sr. Trust Officer Phoenix, AZ | In-Person | $130,000 - $155,00... ...track record is hiring a Senior Trust Officer to lead estate... ...Coordinate with attorneys, tax professionals, and advisors... ...support so you stay focused on clients Strong base salary plus annual...SeniorTaxFull timeLocal areaRemote work- ...Job Overview A law firm seeks a Trusts and Estates Attorney to join their team in Phoenix, AZ. The position is ideal for candidates with one to... ...Draft and review estate planning documents. Collaborate with clients to develop estate plans. Conduct legal research and...Flexible hours
- NACBA is seeking an experienced Probate Attorney to join our Phoenix practice. The ideal candidate handles probate, trust administration, and estate matters with minimal supervision, managing active caseloads, client relationships, pleadings, and court appearances as needed...Senior
$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$80k - $100k
...Overview 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- ...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
- 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
- Aline Accounting Partners in Phoenix, AZ seeks an experienced tax leader to manage a client portfolio and deliver trusted tax advisory. This role focuses on building deep client relationships through proactive communication and strategic planning. The candidate will review...SeniorTax
- Renaissance Financial is seeking a Senior Advanced Tax Planning Strategist (CPA) to... ...for high-net-worth clients. The role requires deep expertise... ...to partner with advisers, attorneys, and outside CPAs. This... ...structuring, liquidity events, trust planning, charitable strategies...SeniorTaxHigh net worth
- 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
- Job Summary:The Senior Tax Manager is responsible for providing tax... ...consulting services to business clients with pass through entities... ...returns, which may include estates, trusts and charitable... ...Certifications:CPA certification, Attorney (admitted to practice in a U...SeniorTaxHigh net worthWork at office
- Snell & Wilmer is seeking an Estate Planning Paralegal to join its Private Client Services Practice Group in Phoenix. The ideal candidate will support estate and trust planning for high-net-worth individuals and families, with a focus on accuracy, organization, and clear...High net worthPrivate practice
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