The role requires experience in estate planning, probate, and trust and estate administration, with a preference for candidates who have experience preparing estate and gift tax returns.
Candidates will serve high net worth clientele with a range of backgrounds and personalities.
A partnership-track position, with eligibility for annual discretionary bonuses.
An LL.M., CPA designation, or other evidence of technical tax knowledge is preferred but not required.
The firm offers open hybrid work arrangements, with potential for full virtual work after an extended period, and a strong preference for the Phoenix office location.

Mid-Level Private Client Services Associate

Trusted recruiters