Job Details

Tax General Attorney / Trusts and Estates Attorney in Philadelphia PA

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Jul 19,2019

Posted on

Jul 11,2019

Years of Experience

1-3 yrs required

Location

Philadelphia, PA, United States
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Fiduciary Associate
The candidate is an additional resource for specialized fiduciary matters. Primary responsibilities will pertain to new business review and onboarding matters. Will assess new business opportunities and identify fiduciary issues that may affect the administration of accounts. Review documentation submitted during the business acceptance process to ensure accuracy and completeness in relation to legal requirements and procedures. Confirm proper set-up and coding for account titling, account type, situs, and tax status. Research complex fiduciary issues and topics in order to properly evaluate the operational, relationship and organizational risks and summarize findings. Advise colleagues on fiduciary matters and, when appropriate, participate in communication with clients and centers of influence. Coordinate with various internal departments including Tax, Business Assurance, Operations, Wealth Advisory, and Portfolio Management to develop and advance best practices and procedures for fiduciary administration. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve user experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position. JD required. Should have 1-3 years’ experience in trust services and administration or a directly related field required. LLM in Estate Planning or Taxation or enrollment in the LLM program strongly preferred. CTFA or CFP designations or interest in pursuing preferred. Fundamental knowledge of trust and fiduciary concepts, estate planning, and taxation. Knowledge of legal research and general business research. Should be proficient with Microsoft Office applications.

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