Growing firm seeking to add another attorney with 1-5 years of experience. Firm is located in Montrose Pennsylvania. Excellent opportunity for a young lawyer. Must be barred in Pennsylvania. Salary is negotiable based upon experience. Firm is a general practice firm. Preference will be given to applicants with hands on experience whether accumulated in law school or following law school. read more
Associate Director, Planned Giving, University Advancement
Duties: Manage a portfolio of 100 - 125 gift planning prospects within the alumni, parents, faculty/staff and friend constituencies with a minimum of 15 prospect visits monthly. Identify, cultivate and solicit major and deferred donations. Serve as a resource for members of UAâ€™s fundraising staff in their gift discussions with major and planned potential giving donors. With the support of the AVP and Vice Pr...
Business, Estate and Real Estate Attorney
The candidate will work with a shareholder who has an established practice. Must be licensed to practice in Pennsylvania and preferably have 2+ years of experience. Should have extraordinary academic credentials. Must be very proficient with Lexis and Internet research and able to do the majority of own word processing.
Attorney (Trusts and Estates)
The candidate must have 3+ years of highly relevant experience drafting trusts, powers of attorney, wills and all ancillary documents. Should be familiar with life insurance issues, tax laws and tax planning. Familiarity with special needs planning is a plus. Outstanding academic and employment credentials is needed. Demonstrate excellent analytical, research, writing and oral communication skills is needed. LL.M. completed or in progress is a...
Wealth Advisor (SAFE) 2
Responsible for identifying prospective clients with investable assets of at least $3MM or more and bringing them to The Private Bank (TPB) within **MEMBERS ONLY**SIGN UP NOW***. Wealth Management (WM). Manages the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary Advisory Specialists, Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialists and oth...
Estate and Trust Tax Manager
The candidate will prepare and review complex gift, estate and fiduciary income tax returns, including related schedules and forms. Preparation and review of fiduciary accountings for estates and trusts. Provide tax planning and consulting to our firmâ€™s high net worth clients for estate and individual income taxes. Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey oblig...
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Private Wealth Services Senior Manager
The candidate will be responsible for leading the practice and providing tax consulting services to our clients. Work with other professionals in Private Wealth Services and General Tax to build a profitable practice, delivering high value solutions and income, estate, and gift tax planning strategies to the high net worth market. Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and c...
The candidate will assist with real estate, estate administration, estate planning, business/corporate, employment, and civil litigation. Responsibilities will be commensurate with experience.
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.
Market Team Lead - Executive Director/Managing Director
Duties: Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment managemen...