Tax Attorney II

Key Responsibilities And Duties

• Provide 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 Needed

• Juris Doctor (JD) from an accredited law school
• Active, unrestricted license to practice law in Arizona
• At least 5 years in tax and estate planning is preferred
• Strong analytical and legal judgment with the ability to handle complex, multi-issue matters independently
• Advanced legal research and writing ability
• Excellent interpersonal and client relations skills; able to build trust with sophisticated clients
• Rigorous attention to detail and strong organizational habits
• Collaborative and collegial — comfortable working in a multidisciplinary team environment
• Adaptable to new legal and practice management software
• Dual credentials in law and accounting are preferred

Compensation & Benefits

• Base Salary + Commissions + Origination Bonus
• Medical Benefits with Employer Contribution
• Professional Development Support