Legal Search has several opportunities in the Harrisburg/Lancaster area for attorneys with 5+ years of estates experience. Candidates should have meaningful experience with complex estate administration and excellent drafting skills. All inquiries are held in strictest confidence, and your resume is...
Legal Search has several opportunities in the Greater Pittsburgh area for attorneys with 1-10 years of estates experience. Position descriptions vary but range from rudimentary to experience in complex estates for high net worth individuals. Drafting experience is preferred. Preferred candidates should have...
Title: Paralegal Job Responsibilities: The Paralegal position at the law firm involves a combination of substantive legal work and office management duties. The role is crucial in supporting the firm's ongoing expansion and daily operations. Key responsibilities include: - Handling paralegal work related...
Title: Paralegal Job Responsibilities: The Paralegal at the law firm will perform a dual role that involves both substantive paralegal duties and office management responsibilities. The candidate will be integral in supporting the firm's continued expansion and managing day-to-day operations. Key responsibilities...
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...
Title: Senior Regulatory Support Consultant Job Responsibilities: - Ensure compliance with statutory and regulatory guidelines for ERISA, Internal Revenue Code, and other guidance requirements related to qualified plans, Section 403(b) plans, 457 plans, multiple employer plans, corporate non-qualified plans, IRAs, Section 72...
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,...
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: Fiduciary Director Job Responsibilities: -... Manage and develop trust centers and associated support and specialty teams within Information, Management and Technology, focusing on delivering moderate complexity and risk. - Engage and influence stakeholders, internal partners, and peers associated...
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. - Deliver proactive legal, regulatory, and general risk management advice and support. - Spot...
file state 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 and efficient, accurate case management. - Utilize...
Title: Legal Administrative Assistant Job Responsibilities: As a Full Time Legal Administrative Assistant at the law firm, you will play an integral role in supporting the estate planning practice. Your responsibilities will include: - Preparing, editing, and finalizing essential legal documents, utilizing both...
Title: Legal Case Manager / Workflow Coordinator / Legal Assistant Job Responsibilities: - Manage and coordinate legal case workflows to ensure smooth progress from "Retained" to "Signed" status within the allotted time. - Prepare, review, and proofread legal documents for accuracy and compliance. -...
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...
Title: Attorney Job Responsibilities: The attorney will be responsible for supporting existing and new client matters within the law firm. The role requires an attorney who can manage a book of business independently and is comfortable working in a flexible, balanced work...
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: -...
Job Title: Fiduciary Advisor III - PNC... Bank Job Responsibilities: - Engage in fiduciary decision-making by executing the... agent. - Administer more complex fiduciary accounts ensuring compliance with... all legal and fiduciary regulations, policies, and procedures. -... Possess a high degree of knowledge regarding...
Job Title: Fiduciary Advisor III - **Members Only**... Bank Job Responsibilities: - Engage in fiduciary decision-making by executing the... agent. Administer more complex fiduciary accounts and ensure compliance... with all legal and fiduciary regulations, policies, and procedures. -... Possess a high degree of knowledge...
Job Title: Fiduciary Advisor III - Private... Bank Job Responsibilities: - Engage in fiduciary decision-making by executing the... agent. - Administer more complex fiduciary accounts ensuring compliance with... all legal and fiduciary regulations, policies, and procedures. -... Exhibit a high degree of knowledge regarding...
Job Title: Fiduciary Advisor III - **Members Only** Job... Responsibilities: - Engage in fiduciary decision-making by executing the... agent. - Administer more complex fiduciary accounts and ensure compliance... with all legal and fiduciary regulations, policies, and procedures. -... Possess a high degree of knowledge regarding...
Tax Liaison Sr. - Fiduciary and Estate (Enrolled Agent) Job... 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 stance on tax preparation and filing matters. 2....
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team. - Lead initiatives in business development and client relations. - Oversee multiple projects, ensuring exceptional delivery. - Build and maintain executive-level client relationships. - Mentor and guide the next...
design and compliance of qualified retirement plans. - Advise on executive compensation, health and welfare plans, and fringe benefits. - Participate in mergers and acquisitions with a focus on employee benefits. - Manage sponsor and fiduciary risk. - Prepare and review... benefit plan documentat...
Title: Managing Director, Tax - Private Client Job Responsibilities: The role of a Managing Director in the Tax - Private Client division at the company involves providing sophisticated tax compliance, consulting, and planning services to a diverse clientele, including individuals, multi-generational families,...
Title: Counsel, Operations and Competition Law Job Responsibilities: The Counsel, Operations and Competition Law acts as a legal advisor to internal clients in company's sourcing, quote to cash, logistics, engineering and enablement, and services organizations. The role involves managing and supporting...
Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal will play a crucial role in managing the estate planning practice at the law firm. This position requires a professional who is highly organized and client-focused, with a deep understanding of estate...
Associate Attorney Job Responsibilities - Review estate planning documents with minimal drafting to ensure accuracy and compliance. - Meet with clients to discuss their estate planning needs and provide guidance. - Design comprehensive estate plans tailored to client goals and circumstances. Education and Experience Information -...
Title: Estate Administration Paralegal Job Responsibilities: The Estate Administration Paralegal at the law firm is responsible for executing a variety of estate administration functions. The role includes drafting estate planning and administration documents, as well as preparing deeds and real estate documents....
Attorney Job Title: Associate Attorney Job Responsibilities: - Represent clients in negotiations, mediation, hearings, trials, and other court proceedings related to family law, criminal defense, and probate litigation. - Conduct thorough legal research using Westlaw to support case preparation and strategy development. -...
Title: Paralegal Job Responsibilities: - Assist with document review, drafting legal documents, contracts, and pleadings with precision and attention to detail. - Maintain client files and manage a high-volume workload while meeting deadlines. - Perform administrative functions including data entry, filing, document organization, and...
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...
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 for es...
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...
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...
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),...
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...
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...
Paralegal - Estates, Wills, Trusts, and Medicaid Blue Bell, PA · In Office **Members Only**, a boutique estate planning and elder law firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates, Guardianship, Medicaid, and...
for advancement and growth Competitive salary based on experience and qualifications **Members Only** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...
OverviewA law firm seeks an experienced Trusts and Estates attorney to join their Philadelphia, PA practice. The candidate should possess strong tax and transactional expertise, with a focus on estate, gift, and generation-skipping transfer tax planning, as well as corporate...
