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... read more
Senior Wealth Planner II
The candidate serves as senior wealth planner to the most complex, visible and top revenue generating clients defined as clients or prospects with $5MM or more in investable assets. Partners with the Wealth Planning Strategist and Regional Wealth Planning Managers to identify and participate with in-scope client activities that may lead to the sale of planning engagements. Serves as the project lead on the most complex planning engagements, includi... read more
WM Senior Fiduciary Administrator III
The candidate administers the client account in order to create, expand and service WM FMS relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. Duties may include: setting up, administering, terminating and distributing complex accounts of all types. Identifies customer needs and offers solutions. Develops knowledge of investment strategies, objectives, asset all... read more
Associate Estate Planning Attorney
The candidate responsibilities will include: Initial client meetings; Manage employees; Meet and greet portion of signing meeting; Market business; Timely entry of order details; Legal decisions; Review documents; Review research. Should have 2+ years of related experience and must be barred to practice law in the state of Maryland.
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.
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...
Senior Trusts and Estates Attorney
The candidate should be barred in either PA or NJ. Membership of FL Bar is a bonus.
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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).
Private Wealth Services Senior Associate
Duties: Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget. Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors, such as attorneys and financial managers. Review prior year tax returns to look for potential...
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 Attorney
The candidate must have 2-5 years of experience. Must have written wills, and preferably done some drafting and/administration. Admission to PA Bar required; NJ or NJ eligibility would be a plus, as would an LL.M. Degree either completed or in progress.
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...