business owners on advanced estate planning, wealth transfer strategies,... 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 consideration...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... delivering comprehensive tax and consulting services to... Key responsibilities include: - Performing tax planning, preparation, and research... for pass-through entities such as S-corporations, LLCs, and Partnerships,...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Family Wealth Sr. Fiduciary Advisor is primarily tasked with fulfilling the fiduciary responsibilities of the company by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater...
who can manage a book of business independently and is comfortable working in a flexible, balanced work environment. Key responsibilities include: - Providing legal support and representation in areas such as estate planning, tax, real estate,... business formation/representation, contract work,... litigation,...
Title Associate Attorney Job Responsibilities - Handle various civil legal matters, both in transactional and litigation settings. - Provide legal advice on a range of legal matters under the supervision of senior attorneys. - Collaborate with senior attorneys to develop...
Overview: The General Counsel at Company will serve as the company’s chief legal officer and primary legal advisor, offering strategic and practical legal guidance across all aspects of a residential homebuilding and land development business. This role involves close collaboration...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: - Participate in tax and consulting engagements, enhancing... gather necessary information for tax return preparation. - Prepare complex... individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal... basic individual and trust tax returns, providing f...
Title: Probate and Trusts Paralegal Job Responsibilities: - Manage probate and trust administration files from the initial client contact through to the completion of the process. - Prepare Asset Information Spreadsheets to ensure accurate and comprehensive documentation. - Prepare all required probate and trust...
Job Title: Managing Director, Tax - Private Client Job Responsibilities: The... Managing Director in the Tax - Private Client division... company involves providing sophisticated tax compliance, consulting, and planning... net worth clients. The primary responsibilities include: - Providing tax compliance and advisory servic......
Title: Legal Administrative Assistant Job Responsibilities: As a Legal Administrative Assistant within the private client services team, the candidate will be responsible for a variety of tasks aimed at supporting lawyers and facilitating the smooth operation of legal cases. Key responsibilities include: -...
and implement complex tax, estate, and financial plans for... clients. - Collaborate with other planning resources on complex subject... matters and partner in acquiring new clients. - Retain, expand, and deepen existing client research to develop tax, estate, and financial analyses and......
Associate Attorney Job Responsibilities - Review estate planning documents with minimal... clients to discuss their estate planning needs and provide... guidance. - Design comprehensive estate plans tailored to client... in Pennsylvania are required. - A genuine interest in estate planning is essential. - Strong... proble...
Title: Senior Vice President, Counsel Job Responsibilities: - Provide legal advice to various business areas offering trust and fiduciary administration for high-net-worth individuals and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. -...
Job Title: Estate Administration Paralegal Job Responsibilities: The Estate... Administration Paralegal at the... executing a variety of estate administration functions. The role... includes drafting estate planning and administration documents,... preparing deeds and real estate documents. Key responsibilities involve: -... Preparing probate and administration...
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 Planning Associate Job Responsibilities: The Trust... & Estate Planning Associate will be... the Taxation & Wealth Planning Department at a law... Engaging in trusts and estate planning, administration, and taxation,... for the implementation of estate plans. - Preparing and/or r......
Job Title: Trust & Estate Planning Associate Job Responsibilities: The Trust... & Estate Planning Associate will be... the Taxation & Wealth Planning Department at the law... Engaging in trusts and estate planning, administration, and taxation,... drafting documents for implementing estate plans. - Preparing and reviewing......
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...
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......
**Wealth Planning Attorney at Law Firm**... attorney for a wealth planning practice with a heavy... focus on tax/trusts/estates work. The ideal candidate... should have 3 - 6 years of experience and strong academic credentials. **Responsibilities** - Estate planning...
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: Associate - Estate & Trust Litigation; Estate... Planning and Administration Job Responsibilities: The... Associate in the Estate & Trust Litigation; Estate... Planning and Administration practice... executing tasks related to estate and trust litigation, as... well as estate planning and administration. The......
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......
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...
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:...
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 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...
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...
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:...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel in the Data Center and Networking legal team is responsible for providing legal support for complex data center power and energy transactions with data center...
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... professional background to deliver tax compliance and consulting services... The responsibilities include: - Managing tax and consulting engagements while... and address client needs, tax planning, and consulting opportunities. -......
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. -......
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 Manager, Private Wealth Job Responsibilities: -... 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: Tax Manager, Private Wealth Job Responsibilities: -... private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple... engagements delivering proactive tax planning and strategic consulting,... including federal estate, gift, c...
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...
candidate should possess strong tax and transactional expertise, with... a focus on estate, gift, and generation-skipping transfer... tax planning, as well as... corporate and partnership tax issues related to business... high-net-worth individuals, families, and business owners on estate planning...