Title: Trust Administrator Job Responsibilities: - Heavy contact with clients, trustees, and managing attorneys on all aspects of trust work. - Perform routine and complex financial transactions, including: - Assist with the opening of trust accounts. - Correspond with clients and/or representatives regarding...
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...
functions required to administer estates through final settlement. - Maintain 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...
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...
Title: Associate – Ultra High Net Worth Practice Job Responsibilities: - Advise ultra-high net worth (UHNW) individuals, families, 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),...
Title: Trust & Estates Paralegal at **Members Only** Experience: - Minimum of 5 years of experience in PA and NJ estate administration - Experience with Lackner is helpful - Substantial PA estate administration experience required, NJ and NY experience is...
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 with investment advisors, accountants, and insurance professionals to deliver integr...
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...
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...
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...
- PRIVATE CLIENT SERVICES Law Firm: **Members Only** LLP Location: Philadelphia Practice Area: Private Client Services Date Posted: Mar 06, 2023 Application Deadline: Mar 06, 2033 **Members Only** LLP, a global law firm with over 900 attorneys, is seeking...
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 week...
Title: Trusts & Estates Counsel or Partner Level Job Responsibilities: - Advise high-net-worth individuals, families, and 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. -...
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...
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...
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 Seeking Tax Juniors — CPAs or CPA Candidates Inquirer Top Workplaces: Tax Junior Job Opportunity with Competitive Salary for CPAs or CPA Candidates Are you a CPA or CPA candidate with 1-3 years of recent public accounting experience?...
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...
Title: Trust & Estate Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and...
Title Wealth Management Tax Services Manager Job Responsibilities As a Wealth Management Tax Services Manager, you will be part of a team that leads as technology-enabled tax advisors, providing benefits through digitization, automation, and increased efficiencies. You will be responsible...
with a variety of fiduciary accounting duties, which include... reviewing different types of fiduciary income tax returns. These... returns encompass federal estate tax returns, income tax returns for trusts and estates, Generation-Skipping Transfer tax forms, PA inheritance tax returns, gift...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team within the Financial Services Tax practice. - Lead initiatives in business development and client relations, focusing on executive-level client relationships. - Oversee multiple projects to ensure exceptional...
Title: Associate Senior Counsel-Employment, Benefits and Compensation Law Job Responsibilities: - Provide legal support on employment, benefits, and compensation matters in connection with corporate M&A transactions, including due diligence, negotiation, and drafting of relevant transaction documents, and post-closing integration support. - Advise on...
Title: Wealth Management Tax Services Manager Job Responsibilities: - Manage client service accounts and lead engagement workstreams, ensuring quality and adherence to project timelines. - Supervise, develop, and coach teams to produce exceptional outcomes, leveraging team capabilities to meet client needs. - Independently tackle...
Title: Legal Assistant – Estate Planning Job Responsibilities: The Legal Assistant will play a crucial role in supporting attorneys at the law firm, specifically in the estate planning department. The responsibilities include: - Assisting attorneys during client consultations, review meetings, and signing appointments...
Title: Senior Claims Specialist - EPL/Fiduciary Job Responsibilities: - Handle and manage complex Employment Practices Liability Claims, determining appropriate valuation, settlement strategies, and ensuring adherence to company policies. - Attend mediations and monitor trials as necessary. - Draft coverage correspondence on primary claims, negotiate...
may involve mediation or litigation, from coverage inquiry through legal liability assessment and quantum analysis, ensuring timely and accurate resolution. - Investigate, negotiate, and settle complex primary and excess policy management liability claims, including D&O, EPL, and Fiduciary Liability. - Analyze cover...
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...
Title: Paralegal/Legal Secretary Job Responsibilities: - The candidate will be responsible for handling cases from start to finish, demonstrating the ability to work independently. - The role involves drafting pleadings and correspondence, which requires strong written communication skills. - The candidate will be expected...
Title: Estate Planning Paralegal Job Responsibilities: - Assist attorneys in drafting and reviewing estate planning documents such as wills, trusts, powers of attorney, and advance healthcare directives. - Conduct thorough legal research across areas including estate planning, UCC law, tribal law & regulations,...
OverviewA law firm seeks an experienced Trusts and Estates Attorney in Philadelphia, PA. The ideal candidate will have a minimum of 7 years of experience in drafting wills and trusts, managing estate administration, and litigating in Orphans' Court. A portable...