Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is responsible for fulfilling the fiduciary obligations of the company by providing advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and...
firm seeking Trusts and Estates Associate: Trusts and Estates Associate Opportunity at Boutique Law Firm in Pennsylvania **Members Only**, a well-established boutique law firm specializing in trusts and estates, is currently seeking a full-time associate to join their team...
Job Title: Experienced Estate & Elder Law Associate... law firm, 1+ years Estate Planning and Elder law... experience preferred Location: Blue Bell, is seeking an experienced Estate & Elder Law Associate... Bell, PA. Our boutique estate planning and elder law......
**Members Only**, a boutique estate planning and elder law... firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates, Guardianship, Medicaid, and Litigation. This is a unique opportunity to join a dedicated team of three...
for advancement and growth Competitive salary based on experience and qualifications **Members Only** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal The candidate will work in real estate, estate planning, estate administration,... corporate and tax law. Technical Skills-MS Word,... Excel, Outlook, Lackner, and...
We not only have the best **Members Only** positions, but we also have the most. Legal Secretary The candidate will work in the areas of real estate, estate planning, estate administration,... and corporate and tax law. Technical Skills-MS Word,... Excel...
dedicated to serving nonprofit, tax-exempt organizations, and philanthropic individuals.... as general counsel to a wide range of public charities, private foundations, trade associations, and other nonprofits. - Providing legal counsel on matters related to tax-exempt organizations and philanthropic activities. -... Drafting in...
Job Title: Tax Director Job Responsibilities: - Lead and... manage multiple tax engagements across various industries... with a focus on ensuring quality and client federal, state, and local tax returns for individuals, S-Corporations,... and estates. - Provide advanced tax planning and consulting services......
Attorney role in Malvern, PA with a global infrastructure investor, **Members Only**. Responsible for providing legal guidance throughout the bidding process for public private partnerships (P3) in the areas of finance, design, construction, and facilities management services. Key Responsibilities:...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal The candidate will independently administer complex estates and trusts. Identify and marshal estate assets, and perform other... probate func...
trusts. - Identify and marshal estate assets, and perform probate... records for use in preparing tax returns and fiduciary accountings. -... Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax... returns. - Prepare fiduciary... accountings... for es...
the development and management of projects and practice group timelines. - Coordinate communication and planning across attorneys and paralegals... handling multiple client matters. - Assist with research and compiling, drafting, proofreading, and editing various materials. - Provide administrative support, including, but not lim...
and family offices on estate, gift, and generation-skipping transfer... tax matters. - Draft and review... sophisticated estate planning documents, including Grantor... Retained... Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Property Trusts (QTIPs),...
Title: Private Client Services Senior Associate Job Responsibilities: - Design and implement advanced estate planning strategies, including dynasty... trusts, GRATs, SLATs, and charitable vehicles. - Advise on family office governance, fiduciary roles, and succession planning. - Provide guidance on luxury... asset succession such as...
Assistant District Attorney - Conviction Integrity Unit The **Members Only** is seeking experienced attorneys to work as assistant district attorneys in its Conviction Integrity Unit (“CIU”). Following best practices established in this expanding field, the CIU reinvestigates and resolves credible...
business owners on advanced estate planning, wealth transfer strategies,... trust administration. - Develop tax-efficient estate and business succession plans,... trusts, family partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations. -...
Job Title: Trust & Estate Tax Senior Manager -... Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. - Provide... expert tax planning and advisory services... strategies, charitable planning, and estate planning. - Conduct primary review... tax...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors to... draft memoranda involving complex tax matters. - Identify and implement... tax planning opportunities. - Handle and... resolve tax controversies. - Oversee complete tax......
Title: General Counsel Job Responsibilities: General Counsel - Draft, review, and negotiate contracts and agreements, including internal business, vendor, client, employment, and other agreements. - Advise firm leadership on corporate governance, entity structuring, and risk management. - Provide legal support...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Corporate Attorney The candidate will assist with complex tax and corporate transactional work.... Must have experience with entity formation, fund formation, syndication...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Attorney The candidate will be preparing various estate planning documents including wills,... financial and healthcare powers of attorney, and revocab...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal - Estate Administration & Estate Planning... The candidate will assist with all phases of estate and trust administration, including... preparation of fiduciary re...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Estate Administration and Planning Paralegal RESPONSIBILITIES: Establish close... rapport with the client and beneficiaries to ensure a positive and cooperative working r...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal The candidate will independently administer complex estates and trusts. Identify and marshal estate assets, and perform other... probate func...
Title: Private Wealth Services Tax Managing Director Job Responsibilities: - Lead... client relationships, focusing on tax reporting across various jurisdictions... and identifying tax consulting opportunities to drive... manage a team of tax professionals to deliver tax... worth clients, focusing on estate, wills and trusts...
trusts. - Identify and marshal estate assets, and perform other... financial records for use in preparing tax returns and fiduciary accountings. -... Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax... returns. - Prepare fiduciary... accountings......
Job Title: Private Wealth Tax Manager Job Responsibilities: - Assist in... investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple... engagements that deliver proactive tax planning and strategic consulting,... including federal estate, gift,...
Job Title: Senior Tax Associate – Alternative Investment... Responsibilities: - Review and prepare tax returns. - Engage in tax... planning, consulting, and compliance... processes funds, private equity, real estate, fund of funds, and... Build technical knowledge of tax planning, consulting, and compliance......
Job Title: Estate Accountant Job Responsibilities: The Estate Accountant... types of fiduciary income tax returns. These returns encompass... federal estate tax returns, income tax... returns... and estates, Generation-Skipping Transfer tax forms, PA inheritance tax... returns, gift tax returns,... Form 990s, and tax returns for charitable trusts.......
Job Title: Tax Senior Associate - Personal... private companies. Your responsibilities include: - Assisting private companies with audit, tax compliance, and planning to... enhance operational efficiency and focus on business strategy. - Helping clients develop, design, and implement plans to achieve pers...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... is responsible for providing tax compliance and consulting services... role involves participating in tax and consulting engagements, identifying... to gather information for tax return preparation. The Tax... Senior prepares complex individual,......
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior in Private... professional background to deliver tax compliance and consulting services... role involves: - Participating in tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities. -......
media, employment and labor, tax, personal planning and employee... and public offering, real estate, and business and corporate... office. Attorneys have a very strong work ethic and work in an environment that is marked by integrity, civility, sensibility,...
to advise clients on planning and compliance matters involving... estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and... international transfer and trust tax. Support the firm's Private... Enterprise and Family Office Practice, working with owners of privately held...
Legal Assistant - Private Client Services - Philadelphia H2: Job Description and Qualifications Law Firm: **Members Only** Location: Philadelphia, PA Practice Area: Private Client Services Job Title: Legal Assistant - Private Client Services Salary: Competitive and commensurate with...
Job Title: Tax Senior Manager - Personal... advisory needs including audit, tax compliance, and planning to... enhance their operational efficiency. This role involves experiencing the entire business life cycle of a private company from inception to growth, maturity, and transition...
Job Title: Tax Director - Personal Financial... Services Job Responsibilities: The Tax Director in the Personal... companies, focusing on audit, tax compliance, and planning to... The role involves analyzing tax efficiencies related to income... tax, investment, insurance, and other... lifestyle investment planning to establish a foundation......
Job Title: Specialized Tax Services - Research &... Development Tax - Manager Job Responsibilities: - Lead... accounts, focusing on strategic planning and mentoring junior staff. -... Oversee project success and maintain elevated standards. - Motivate, develop, and inspire team members to deliver quality. - Leverage...
Job Title: Trusts And Estate Planning AttorneyJob Overview:A law... highly qualified Trusts and Estate Planning Attorney. The role... focuses on providing comprehensive estate and tax planning services... to high-net-worth individuals, including estate and trust administration, gift... tax planning, charitable planning, and......