Mid-Level Private Client | Estate & Tax Planning Pro

Snell & Wilmer LLP; Phoenix (AZ); Hybrid; USD 212,000 - 330,000; Full time

Job summary

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.

Strong writing, research, and communication skills are essential, with professionalism and discretion for high net worth clients. The role supports a hybrid work arrangement with potential for full virtual work after an

Qualifications

• Experience in estate planning, probate, and trust and estate administration is required.
• Strong academic credentials, excellent research, writing and drafting abilities, as well as strong oral and written communication skills.
• An LL.M., CPA designation, or other evidence of technical tax knowledge preferred but not required.

Responsibilities

• Join Private Client Services as a mid-level associate with at least five years of relevant experience.
• Work with high net worth clients across multiple offices (Dallas, Denver, Las Vegas, Phoenix, etc.).
• Assist in estate and gift tax return preparation and related planning matters.

Skills

Estate planning

Probate

Trusts

Tax knowledge

High net worth client service

Education

LL.M.

CPA designation

Job description

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.

Strong writing, research, and communication skills are essential, with professionalism and discretion for high net worth clients. The role supports a hybrid work arrangement with potential for full virtual work after an