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This successful, private client services office in Southeastern, PA is looking for an experienced Wealth Planning Attorney to service their high net worth clients in a high touch culture. If you are interested in developing wealth strategies with your client relationships, able to provide sophisticated, responsive financial and asset management counseling and you are open to developing professionally within a supportive, successful environment - then this is your next pos... read more
Private Bank Wealth Advisor
Duties: Responsible for extensive expertise in advising high net worth clients on wealth transfer and retirement, financial and estate planning strategies. Maintaining expert knowledge and expertise in advising clients on estate and wealth transfer strategies, liquidity events, business owner issues, and overall planning strategies. Present tax planning options and opportunities, interact with client’s attorneys, accountants and other advisors...
Associate - Tax Services
Duties: Serve as members of various client service teams. Receive both formal and on-the-job training to hone and develop their technical skills. In addition to the preparation of tax returns, associates also participate in the tax planning and consultation process for clients. Responsible for basic tax research.
Tax Manager/Senior Manager - High Net Worth Services
Responsibilities: Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services. Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested, make recommendations to the client for consideration. Coordinate with specialty tax practice on complicated tax matters in the state and local, international and c...
Norristown office of our client seeks estates and family law attorney with 3+ years of litigation experience. The candidate must be active and in good standing in the PA Bar. Family law and Estate/Trust law experience are preferred. Must have knowledge of State and Federal rules of civil litigation.
Estates and Family Law Attorney
The candidate must be active and in good standing in the PA Bar. Must have 3+ years' litigation experience. Family law and Estate/Trust law experience is preferred. Must be intelligent, strategic, client-oriented and business-minded. Must also be detail-oriented and be able to organize and prioritize workload without losing control of the procedures expected by the firm. Should have excellent research, analytical, writing and oratory skill...
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Manager, Tax Planning
Duties: Collaborate with Director, Tax Planning and various other tax functions to assist with all aspects of U.S. federal and state/local tax planning, including entity integration/rationalization, repatriation strategies, loss planning, acquisitions, divestitures, joint ventures, deductibility of expenses, and planning with respect to new legislation. Assist in developing, communicating and implementing tax planning into the tax compliance and tax r...
Senior Fiduciary Relationship Manager & Team Leader II
Duties: Responsibility for the administration of the largest and most complex client relationships in Private Wealth Management. Handle all administrative, fiduciary, multi-generational, accounting and tax issues for the accounts assigned, working closely with senior level employees of family offices, individual clients and their advisors.
Philadelphia office of our client seeks tax, estate and business succession planning attorney with 5+ years of experience. The candidate will work with clientele on tax planning including outbound and inbound transactions, estate and gift taxes, tax deferrals, transfer tax, federal gift tax returns, estate tax returns, wealth transfer planning, estate plans, wills and trusts. Will also work with clients on business succession planning. Providing advice, reviewing and drafti...
Planned Giving Representative
Responsibilities: Manage relationship with an assigned caseload of prospects and donors for the cultivation, promotion and closure of planned gifts within and for the benefit of the Division or corps/units within the Division. Develop and implement a communications and stewardship plan for each assigned constituent, and solicit gifts with a view toward facilitating major and ultimate gift commitments. Work to successfully fulfill financial and...