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 aircraft, yachts, ranches, and art collections. - Collaborate...
and family offices on estate, gift, and generation-skipping transfer... 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), and char...
Job Title: Trust & Estate Planning Associate Job Responsibilities: The Trust... & Estate Planning Associate will be... Engaging in trusts and estate planning, administration, and taxation,... Conducting research and analysis, and drafting documents for the implementation of estate plans. - Preparing and/or r......
industry. We not only have the best **Members Only** positions, but we also have the most. Personal Wealth, Estates, and Trusts Paralegal The candidate will assist in administering trust and estate files, and prepare accountings... and related tax returns. Prep...
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 businesses and family of...
We not only have the best **Members Only** positions, but we also have the most. Estates & Trusts Paralegal The candidate will assist in administering trust and estate files, and prepare accounting... and related tax returns. Prepare of probate admini...
attorneys, is seeking a Paralegal to join our Private Client Services team in Philadelphia. This is a great opportunity for a career-oriented individual with at least 3 years of experience in the trust and estates field. ... As a Paraleg...
Title: Paralegal-Trusts and Estates Job Responsibilities: The Paralegal-Trusts and Estates will support the department in a variety of administrative and legal tasks related to the administration of trusts and estates. The responsibilities include: - Acting as the lead contact for personal representatives for...
Job Title: Trust & Estates Paralegal at... in PA and NJ estate administration - Experience with... helpful - Substantial PA estate administration experience required, NJ... Handle PA & NJ estate administrations from start to... - Keep track of estate deadlines and ensure efficient......
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...
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: Trust Administrator Job Responsibilities: - Heavy contact... with on all aspects of trust work. - Perform routine and... with the opening of trust accounts. - Correspond with... trusts. - Maintain all trust asset records, including insurance... policy records, real estate hold...
probate documents and related papers. - Identifying, gathering, and arranging the valuation of a decedent’s assets and administering estates from probate through final settlement. - Maintaining financial records for fiduciary accounting and tax preparation. - Preparing inheritance and estate tax returns, fiduciary ac......
Job Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust... and Estate Administration Paralegal provides essential... legal support for multiple attorneys within the Trusts and Estates Practice Group at a law firm. This hybrid role requires in-office attendance three days per...
Title: Paralegal Job Responsibilities: - Prepare legal documents related to estates and trusts, focusing on the financial and tax aspects. - Prepare and file state and federal fiduciary income tax returns and death tax returns, ensuring compliance with filing requirements....
business owners on advanced estate planning, wealth transfer strategies,... and trust administration. - Develop tax-efficient... estate and business succession plans,... including trusts, family partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership,...
Title: Associate Attorney - Trust & Estates Department Salary:... highly skilled and collaborative Trust & Estates Department. This... is an exciting opportunity for a motivated and talented attorney to work with a team of experienced professionals in a dynamic and...
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: -...
Responsibilities: - Manage probate and trust administration files from the... ensure accurate and comprehensive documentation. - Prepare all required probate and trust administration documentation for client... meetings to facilitate seamless communication and understanding. - Draft and send status letters to clients and beneficia...
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...
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...
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...
the best **Members Only** positions, but we also have the most. Trust & Estates and Tax Paralegal at Flaster Greenberg Law Firm Flaster Greenberg Law Firm is looking for an experienced Trust & Estates and Tax... Paralegal to join thei...
Job Title: Trust & Estate Tax Senior Manager -... laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. - Conduct primary review... of complex tax returns and maintain regular...
Services Tax - Real Estate Director Job Responsibilities: A career in... the Financial Services Tax practice within the Corporate Tax services provides an opportunity to assist clients in managing their tax obligations while minimizing the impact on their business operations. The responsibilities...
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...
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...
not only have the best **Members Only** positions, but we also have the most. Real Estate Capital Markets Attorney The... candidate should have a . degree. Must have 3+ years of substantive experience in real estate securities work and experienc......
not only have the best **Members Only** positions, but we also have the most. Seeking Paralegal - Trusts & Estates with 5+ years of experience in all phases of estate administration, including preparation and... filing of death tax returns. Candida...
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...
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...
industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal, Real Estate The candidate will be... reviewing title and survey. Preparing for and helping manage due diligence and transaction closings, including managing su...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors to ensure accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities. - Handle...
Job Title: Estate Accountant Job Responsibilities: The Estate Accountant... These returns encompass federal estate tax returns, income tax... returns for trusts and estates, Generation-Skipping Transfer tax forms, PA inheritance tax returns, gift tax returns, Form 990s, and tax returns for charitable trusts....
Services Tax - Real Estate Senior Manager The candidate... will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Sr. - Fiduciary and Estate (Enrolled Agent) Job Responsibilities: 1. Coordinate... with an outside vendor responsible for preparing tax returns to address fiduciary compliance needs. Provide necessary information for tax preparation, consult on moderate to complex tax issues, and communicate the company's...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with delivering comprehensive tax and consulting services to business clients, particularly those operating with pass-through entities and their business owners. Key responsibilities include: - Performing tax planning, preparation,...
Manager / Senior Manager Private Client Harrisburg, PA; Philadelphia, PA; Pittsburgh, PA 120868 **Members Only** is currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax Services practice. Responsibilities: Serve as...
Title: Litigation Paralegal Job Responsibilities: The Litigation Paralegal at the law firm will play a crucial role in supporting attorneys throughout all phases of civil litigation. Key responsibilities include: - Managing the litigation calendar to ensure the legal team is prepared and maintains...
Title: Attorney Job Responsibilities: - Represent clients in immigration court proceedings and interviews with agencies such as USCIS, EOIR, and ICE. - Prepare contracts, briefs, motions, and other legal documents for EOIR and USCIS. - Conduct legal research for complex legal matters. - Prepare for...
to drive value for clients. - Develop and manage a team of tax professionals to deliver tax services associated with the Private Wealth Services practice. - Provide tax planning and consulting to high net worth clients, focusing on estate, wills and trusts...
of experience in drafting wills and trusts, managing estate administration, and litigating in... Orphans' Court. A portable book of business is the administration of trusts and estates from inception to wills, revocable and irrevocable trusts, health care di...