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),...
Job Title: Trust & Estate Attorney Job Responsibilities: - Create innovative... estate planning solutions tailored to... clients to develop customized estate plans and planning documents... their families are met with a focus on privacy protection, reduction of income, estate, and other t...
law, preparing and analyzing paperwork, constructing trust provisions, and participating in sales conferences. - Draft and review Estate Plan documents. - Perform legal... research, prepare for and participate in administrative hearings or other legal proceedings, and provide general counsel under the supervisi...
oversee all aspects of estate planning and probate matters,... guardianships under Pennsylvania law. - Supervise and mentor associate attorneys, paralegals, and support staff to ensure consistent delivery of high-quality legal services. - Handle complex probate and estate administration cases in the... Pennsylvani...
Job Title: Paralegal - Estate Planning & Probate Job Responsibilities: -... Prepare and draft estate planning documents, including wills,... phases of probate and estate administration, including preparing petitions,... notices, inheritance tax returns, and fiduciary accountings. -... Manage communication with clients, beneficiaries, financial institutions,...
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...
of tasks from the inception to the completion of Trusts and Estates administration. Key responsibilities include: - Administering Trusts and Estates, including reviewing and drafting necessary Trust and Probate administration documents. - Drafting estate planning documents such as... Wills, Trusts, Powers of...
Job Title: Estate Department Associate Attorney Job Responsibilities: The... primary responsibility of the Estate Department Associate Attorney at... is to support the estate planning and estate administration... include: - Assisting in the preparation and execution of estate planning documents. - Managing estate... administration proce...
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. -...
Title: Associate Attorney – Estate Planning & Probate (Pennsylvania) Job... Responsibilities: - Draft and review estate planning documents, including wills,... needs. - Manage probate and estate administration matters in the... Court system, including inheritance tax filings and asset distribution. -... and educational workshops on estate planning and...
Job Title: Corporate Tax Attorney Job Responsibilities: - Advise clients... on corporate tax matters related to mergers... and acquisitions (M&A), acquisitions, contributions, and to ensure compliance with tax regulations. - Provide guidance on... Corporations. - Assist in real estate tax planning for joint... ventures,......
Job Title: Corporate Tax Attorney Job Responsibilities: - Advise clients... on corporate tax matters related to mergers... and acquisitions (M&A), acquisitions, contributions, and to ensure compliance with tax regulations. - Provide guidance on... Corporations. - Assist in real estate tax planning for joint... ventures,......
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...
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...
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...
the Taxation and Wealth Planning Department at the law... advising nonprofit organizations on tax and corporate matters. The... attorney will engage in tasks such as mergers and acquisitions, and other corporate work related to nonprofit corporations. The role also encompasses...
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...
Title: Associate Attorney - Estate Administration Job Responsibilities: - Conduct research... areas of law, including estate and wealth protection planning,... long-term care planning, estate administration, special needs planning,... estate tax planning, litigation (such... debtor-creditor law), corporations, real estate, and gas and oil......
Join Metz Lewis as a Tax, Trusts and Estates Associate... Attorney in Pittsburgh H2: Dynamic and Growing Practice firm, is seeking a Tax, Trusts and Estates Associate... year of experience in estate planning and individual tax... planning, preferably with high-net-worth......
Job Title: Estate Planning & Administration Attorney Job... in the areas of estate planning and administration. -... - Advise clients on tax implications and strategies related... to estate planning. - Administer estates,... including... filing necessary legal documents and managing probate processes....
Job Title: Experience Estate Planning Attorney Job Responsibilities: - Serve... to clients seeking personalized estate planning and elder law... expertise and counsel in estate planning matters, including wills,... attorney. - Develop and implement estate plans that align with... clients' goals and legal...
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......
to completion. This includes reviewing and drafting trust and probate administration documents, as well as other related documents. The associate will draft wills, trusts, powers of attorney, health care directives, deeds, beneficiary designation forms, and other estate planning documents. Conducting...
Senior Long Term Care Planning Attorney Job Responsibilities: - Department Leadership:... to the Long-Term Care Planning team, which includes planners,... care coordinators, paralegals, and legal assistants. Ensure the department aligns with the firm's values of Quality, Service, Integrity, and Empathy. - Client Engagement:...
Job Title: Estate Planning Attorney Job Responsibilities: - Craft... tailored legal solutions by drafting wills, trusts, and ancillary documents using firm templates and cutting-edge legal software. - Act as a client champion by reviewing documents with clients, providing clear feedback, and ensuring their...
Job Title: Wealth Protection Planning Attorney Job Responsibilities: - Craft Tailored... Legal Solutions: Draft wills, trusts, and ancillary documents using law firm templates and cutting-edge legal software. - Be a Client Champion: Review documents with clients, provide clear feedback, and ensure their plans...
lending transactions. - Work on matters related to business organization and structure. - Participate in business succession and estate planning. - Involve in business... and commercial litigation. Education and Experience Information: - Recently admitted to the practice of law or about to be admitted. - Ca...
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......
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:...
& Estates Attorney Job Opportunity at Law Firm in Erie Are you a talented attorney with a passion for Trust & Estates law? **Members Only**, a highly reputable law firm in Erie, is currently seeking an attorney to join our...
Job Title: Senior Estate Administration Attorney Job Responsibilities: - Be... legal issues related to estate and wealth protection, long-term... care, estate administration, special needs planning,... estate tax, litigation, corporate law,... real estate, and gas/oil rights. - Craft... with Precision: Draft, review, and file...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in Private Client... is responsible for providing tax compliance and consulting services... management, leadership, technical, business development, and people skills. Key responsibilities include: - Participating in tax and consulting engagements, enhan......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... is responsible for delivering tax compliance and consulting services... not limited to: - Managing tax and consulting engagements, identifying... client needs, and identifying tax planning and consulting opportunities. -......
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...
Job Title: Tax Associate - Winter 2027 Job... Responsibilities: As a Tax Associate at the company,... primary responsibilities will include: - Tax consulting and tax return... preparation duties, which encompass tax research, tax planning, and... work papers for various tax returns and tax-related projects. -......
Job Title: Tax Associate - Winter 2026 Job... Responsibilities: As a Tax Associate at the company,... responsibilities will focus on tax consulting and tax return... preparation, which includes tax research, tax planning, and... work papers for various tax returns and tax-related projects.......
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: Private Wealth Tax Manager Job Responsibilities: -... 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, gi...
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: Tax Senior Associate - Personal... needs. These include audit, tax compliance, and planning, all... and allowing more focus on business strategy. As a Tax Senior Associate, you will... be part of a team that aids clients in dev...
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 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......
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. -......
in all aspects of estate administration, including probate proceedings... documents, including petitions, inventories, accountings, and court filings. - Manage the collection, valuation, and distribution of estate assets. - Communicate with clients,... financial institutions, and government agencies regarding estate matters. - Prepare and revie......
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...
Estates attorney with strong tax and transactional experience to... possess deep knowledge of estate, gift, and generation-skipping transfer... tax planning, along with familiarity... with corporate and partnership tax issues related to business... sales, restructurings, and succession high-net-worth individuals, f...