Trust Admin Officer II
The candidate will be responsible for administering routine personal trust accounts such as testamentary/intervivos trusts, conservatorships, guardianships and agencies in accordance with terms specified in trust instrument. Under general guidance, sets up estates, trusts, agency accounts and guardianships where issues are routine and less complex in nature. Become familiar with governing document to interpret terms, responsibilities and duties of th... read more
Management Associate: Wealth Advisory
The candidate assist and support the designated Relationship Managers, Wealth Advisors and Fiduciary Specialists with advisory-related client service, trust and account administration, compliance requirements, and other functions as required to ensure excellent relationships with clients and business partners and success with firm wide initiatives. Independently handle certain complex to moderately complex client (internal and/or ext... read more
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...
Trusts and Estates Junior Associate
The candidate must have 1-2 years of solid trusts and estates practice experience. Should preferably 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.
Attorney (Part-time, hourly basis)
Responsibilities: Provide legal assistance and support nonprofit organization clients: Review, draft, revise, and finalize a wide variety of documents including: contracts, grant agreements, policies, leases, registrations, resolutions, tax, and corporate forms. Research tax and other federal, state, and local laws such as lobbying, charitable solicitation, and child welfare. Organize and carefully review documents in preparation for merg...
Mid-level Associate (estates and Trusts)
The candidate must have 3-5 yearsâ€™ experience to join its estates and trusts practice in Philadelphia. Candidate 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 in Pennsylvania Orphansâ€™ Court practice. Strong writing and verbal skills are a must. Successful candidate...
The candidate must have 5+ years of experience in estates/ trusts and taxation matters for a national firm. Should have strong academic credentials and large firm experience.
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Wealth Strategist II
The candidate develops, consults on and implements tax, estate and financial plans for clients. Collaborates with other more-senior planning resources on matters of greater complexity and specific subject matters. Partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendation...
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 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...
Partner Level Attorney
The candidate particular needs include: Trusts & Estates, Employment, General Corporate, Family Law, Real Estate. Commercial Litigation, Personal Injury & Insurance Defense. The amount of portable business varies; but some firms are willing to talk with candidates as low as $200K in business.