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...
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...
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.
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...
Trust and Estate Attorney
The candidate must be an experienced trust and estates attorney to work on a part time (approx. 20 hrs/week) basis for 2-3 months.
Note : This is temporary job.
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Associate â€“ Trusts & Estates Law
Candidate must be admitted to practice in PA, with NJ admission a plus. Must have 5+ yearsâ€™ experience. Should have experience with estate planning (including complex planning), estate and trust administration and Orphansâ€™ Court litigation (including guardianship matters).
Trusts and Estates Junior Associate
The candidate must have 1-2 years of solid trusts and estates practice experience. Specifically, candidates will have a depth of experience in drafting wills, powers of attorney and trust documents. Should have stellar academic credentials, an LL.M. in taxation, and excellent written and verbal communication skills.
Associate â€“ Trusts & Estates Law, Part time
Candidate must be admitted to practice in PA, with NJ admission a plus. 5+ yearsâ€™ experience is required. Should have experience with estate planning (including complex planning), estate and trust administration and Orphansâ€™ Court litigation (including guardianship matters).
Associate (Estates & Trusts)
The candidate should have 3-5 years experience to join its estates and trusts practice. Should have experience in: sophisticated estate planning and related tax law; drafting (wills, trusts and similar documents); estate administration (preferably Pennsylvania); and experience and interest. Strong writing and verbal skills are a must. Must be admitted to practice.
International Trust and Estate Planning Specialist
The candidate will provide legal and tax analysis of cross-border situations. Will read and analyze legal documentations in Spanish and English. Work effectively with internal and external stakeholders. Should have a Law degree. Must have previously worked at a top law firm or accounting firm on cross-border matters. Solid knowledge of Mexican law is required. Should be fluent in Spanish and English. Must have strong commu...