Trust, Estate, and Tax Attorney Job in Phoenix, AZ Near Me - 410869 | BCGSearch.com

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Trust, Estate, and Tax Attorney

Type Full-Time

Location Arizona - Phoenix

Job ID 85QL410869

Experience Level Senior Associate

Job Experience Min. 8 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas Tax - Private Client ServicesEstate & Tax PlanningTrusts and Estates - General

2026-03-13 05:21:06

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 have extensive experience in estate planning and trust administration.

Duties

  • Prepare and file Form 706 Estate Tax and 709 Gift Tax returns.
  • Draft wills, trusts, powers of attorney, and related planning documents.
  • Engage in business succession planning for high-net-worth clients.

Requirements

  • Minimum of eight years of experience in estate planning and trust administration.
  • Strong drafting skills in relevant legal documents.
  • Experience with high-net-worth client planning preferred.

Education

  • Juris Doctor (JD) degree required.

Certifications

  • CPA and/or LLM strongly preferred.

Skills

  • Excellent analytical and drafting skills.
  • Strong attention to detail and organizational abilities.

Benefits

  • Comprehensive health, dental, and life insurance.
  • Long-term disability coverage.
  • 401(k) and profit-sharing plans.

This Arizona-based boutique law firm is nationally recognized in its core practice areas including estate planning, trust and estate controversy, tax controversy, elder law and mental health advocacy, and business and corporate law. It is listed in Best Law Firms in tax law, trust and estate law, elder law, and more by U.S. News and World Report. The firm's office is located in Phoenix, Arizona.

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