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Trusts And Estates Attorney Jobs in Philadelphia

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SPONSORED JOB
Company
UBS
Experience
Min 1 yrs required
Location
Philadelphia, PA
Posted Date
Sep 14,18
Info Source
Total Views
19
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
SPONSORED JOB
Company
Wells Fargo
Experience
Min 8 yrs required
Location
Philadelphia, PA
Posted Date
Sep 19,18
Info Source
Total Views
15
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
SPONSORED JOB
Company
Wells Fargo
Experience
Min 4 yrs required
Location
Wilmington, DE
Posted Date
Sep 20,18
Info Source
Total Views
31
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
Company
Law Firm
Experience
Min 2 yrs required
Location
Philadelphia, PA
Posted Date
Sep 14, 18
Info Source
Employer
Total Views
15
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. read more
Company
Recruiter
Experience
Min 5 yrs required
Location
Philadelphia, PA
Posted Date
May 24, 18
Info Source
Recruiter
Total Views
14
Attorney 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. read more
Company
In-House, Andersen Tax LLC
Experience
Location
Philadelphia, PA
Posted Date
Sep 19, 18
Info Source
Employer
Total Views
433
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. read more
Company
In-House
Experience
Min 10 yrs required
Location
Philadelphia, PA
Posted Date
Sep 21, 18
Info Source
Employer
Total Views
500+
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... read more
Company
Recruiter
Experience
Min 5 yrs required
Location
Philadelphia, PA
Posted Date
Jul 07, 18
Info Source
Recruiter
Total Views
6
Senior Trusts and Estates Attorney The candidate should be barred in either PA or NJ. Membership of FL Bar is a bonus. read more
Company
Law Firm
Experience
Min 5 yrs required
Location
Philadelphia, PA
Posted Date
Sep 24, 18
Info Source
Employer
Total Views
8
Associate – Trusts & Estates Law, Part time Candidate must be admitted to practice in PA, with NJ admission a plus. 5+ years’ experience is required. Should have experience with estate planning (including complex planning), estate and trust administration and Orphans’ Court litigation (including guardianship matters). read more
Company
In-House, Grant Thornton LLP.
Experience
2-4 yrs required
Location
Philadelphia, PA
Posted Date
Sep 21, 18
Info Source
Employer
Total Views
68
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... read more
Company
Law Firm, Obermayer Rebmann Maxwell & Hi...
Experience
Min 5 yrs required
Location
Philadelphia, PA
Posted Date
Sep 24, 18
Info Source
Employer
Total Views
13
Associate – Trusts & Estates Law Candidate must be admitted to practice in PA, with NJ admission a plus. Must have 5+ years’ experience. Should have experience with estate planning (including complex planning), estate and trust administration and Orphans’ Court litigation (including guardianship matters). read more
Company
Recruiter
Experience
2-5 yrs required
Location
Philadelphia, PA
Posted Date
May 29, 18
Info Source
Recruiter
Total Views
8
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. read more
Company
Academic
Experience
Min 3 yrs required
Location
Philadelphia, PA
Posted Date
Sep 21, 18
Info Source
Employer
Total Views
111
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 UA’s fundraising staff in their gift discussions with major and planned potential giving donors. With the support of the AVP and Vice Pr... read more
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