Business and Tax Planning Attorney-CPA-EA jobs in United States
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Durfee Law Group, PLLC · 3 months ago

Business and Tax Planning Attorney-CPA-EA

Durfee Law Group, PLLC is a rapidly growing firm seeking a highly skilled Attorney with expertise in tax law, business planning, and estate planning. The role involves taking ownership of legal processes, providing strategic legal advising, and ensuring optimal client outcomes through comprehensive client engagement.

ConsultingLegalReal Estate

Responsibilities

Legal Drafting & Review: Draft, analyze, and revise a broad range of legal documents, including business structuring agreements, estate plans, and tax-planning instruments, ensuring compliance with statutory and regulatory frameworks
Client Advisory & Representation: Provide sophisticated legal counsel on matters related to business transactions, estate planning, and tax optimization strategies
Regulatory & Ethical Compliance: Maintain adherence to all applicable legal standards, statutes, and ethical requirements
Case & Practice Management: Strategically manage case files, oversee documentation accuracy, and facilitate coordination between legal and administrative teams
Client Engagement & Advocacy: Conduct consultations and represent clients across multiple locations, ensuring the highest standard of legal service

Qualification

Tax lawBusiness planningEstate planningLegal researchLegal writingClient relationsAnalytical skillsSoftware proficiencyAttention to detailOrganizational skillsTeam collaboration

Required

Juris Doctor (JD)
Active and unrestricted license to practice law
Demonstrated experience in tax law, business planning, and estate planning
Exceptional analytical and critical-thinking capabilities, enabling sound legal judgment
Advanced proficiency in legal research and writing
Strong interpersonal and client-relations skills to foster trust and long-term engagement
Rigorous attention to detail and outstanding organizational abilities
Collaborative mindset with the capacity to contribute effectively within a multidisciplinary team
Ability to quickly learn and navigate new legal and business software tools
Service at both Mesa headquarters and satellite office in Scottsdale

Preferred

Specialized knowledge at the intersection of law and accounting
Experience in structuring and negotiating complex business transactions with tax implications
Background in advising high-net-worth individuals and business owners on tax and estate planning strategies
Experience in preparing estate and gift tax returns

Benefits

Medical Benefits: Limited medical benefits package available.
Professional Development: Opportunities for continuing legal education (CLE), training, and mentorship.
Firm Culture: Collaborative and supportive work environment with structured training programs.

Company

Durfee Law Group, PLLC

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Durfee Law Group provides a full range of Asset Protection, Dynasty Estate Planning, Charitable Planning, Business Formation and Succession Planning services.

Funding

Current Stage
Early Stage
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