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...
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,...
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...
on the financial and tax aspects. - Prepare and... and federal fiduciary income tax returns and death tax... returns, ensuring compliance with... filing requirements. - Serve as a liaison between attorneys, clients, financial advisors, and beneficiaries to ensure seamless communication...
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...
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: -...
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...
members of the Real Estate, Treasury, and Corporate Governance... & Securities teams. Key responsibilities include: - Supporting internal clients and assisting attorneys in real estate matters, including drafting leases,... lease amendments, purchase and sale agreements, and other ancillary real estate documents...
Secretary/Paralegal/Legal Assistant Job Responsibilities: - Real Estate & Real Estate Closing... have experience in real estate and real estate closing... for closings, such as tax info and payoffs. The... candidate must prepare HUD-1 Settlement Statements/CDs and all closing/settlement documents related to the...
Assistant Job Responsibilities - Real Estate & Real Estate Closing... Experience: The candidate is required to have experience in real estate and real estate closings.... Responsibilities include ordering title work, preparing commitments, for closings such as tax information and payoffs. -......
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...
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......
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... 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......
Job Title: Trust & Estate Planning Associate Job Responsibilities: The Trust... & Estate Planning Associate will be... Engaging in trusts and estate planning, administration, and taxation,... estates. - Conducting research and analysis, and drafting documents for implementing estate plans. - Preparing and reviewing... ta...
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...
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....
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......
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......
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......
a heavy focus on tax/trusts/estates work. The ideal candidate... an . in Taxation) is preferred. Admission to the PA bar is required, and admission to the NJ, NY and/or FL bars is a plus. **Responsibilities** - Estate planning...
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...
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...
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...
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...
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 align...
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...
Title: Senior Long Term Care Planning Attorney Job Responsibilities: - Department Leadership: Provide strategic direction and oversight 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,...
Title: Economic Development Attorney Job Responsibilities: The Economic Development Attorney will support the law firm's growing national economic development incentives practice. This practice is recognized as one of the largest law-firm based incentives practices in the country. The responsibilities include: - Providing legal...
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......
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...
Title: Associate Attorney - Trust & Estates Department Salary: Based on experience Experience: 4-7 years **Members Only**, a prominent law firm in Philadelphia, is currently seeking a full-time Associate Attorney with 4-7 years of experience to join our...
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...
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 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...
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...