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...
looking for a new opportunity, we want to hear from you! Position Requirements: - 1-3 years of experience in administering complex estates and trusts - Experience preparing federal and state tax returns, including death tax... and income tax...
firm seeking Trusts and Estates Associate: Trusts and Estates Associate Opportunity at Boutique Law Firm in Pennsylvania **Members Only**, a well-established boutique law firm specializing in trusts and estates, is currently seeking a full-time associate to join their team...
Job Title: Tax and Wealth Planning Paralegal Job... Responsibilities: - Manage calendars, including tax-related deadlines and client calls/meetings. -... Federal and State estate Tax Returns and Federal Gift... Tax Returns. - Administer estates... by... preparing and filing probate documents, advising and responding to clients. -...
primary responsibilities include advising nonprofit organizations on tax and corporate matters. The... attorney will engage in tasks such as mergers and acquisitions, and other corporate work related to nonprofit corporations. The role also encompasses the formation of private foundations, adh...
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,...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Estates Administration Paralegal Duties: Prepare Pennsylvania inheritance tax and US Federal estate... tax returns for resident and... non-resident decedents. Draft estate a...
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...
Job Title: Tax and Wealth Planning Paralegal Job... Responsibilities: The Tax and Wealth Planning Paralegal... is an integral part of the trusts and Managing calendars, including scheduling tax-related deadlines and client calls... Federal and State estate Tax Returns and Federal Gift... Tax...
Title: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate will be part of the Taxation & Wealth Planning Department at the law firm. The primary responsibilities include: - Engaging in trusts and estate planning, administration, and taxation, particularly...
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...
Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...
nonprofit organizations on various tax and corporate matters. Key... mergers and acquisitions, as well as other corporate work related to nonprofit corporations. - Assisting in the formation of private foundations and understanding public charity rules and tax compliance issues. - Addressing Unrela......
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), and...
**Job Title:** Tax and Wealth Planning Paralegal **Job... Responsibilities:** The Tax and Wealth Planning Paralegal... include: - Managing calendars, particularly tax-related deadlines and scheduling client... Federal and State estate Tax Returns and Federal Gift... Tax Returns. - Handling estate... administration... tasks, such as...
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, and tax consideration...
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: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate will be part of the Taxation & Wealth Planning Department at a law firm. The primary responsibilities include: - Engaging in trusts and estate planning, administration, and taxation, specifically...
- 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 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: 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...
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: 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...
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: 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...
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: 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...
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: 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: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position is situated... within the Tax, Reinsurance, and Financial Counseling... state, and local corporate tax matters. The role entails... a wide range of additional responsibilities, including: - Providing legal advice related to...
Tax Manager / Senior Manager... is currently seeking a Tax Manager / Senior Manager... to join our Business Tax Services practice. Responsibilities: ... financial matters Direct tax compliance and consulting services... for multi-generational family and private-equity backed businesses through...
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... S-Corp, foundation, partnership, and gift tax returns for both... Federal... basic individual and trust tax returns, providing f...
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......
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... 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... primary review of complex tax returns and maintain regular......
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. -......
in trusts and estates, tax, and business planning in... a strong client base and a commitment to providing exceptional legal legal counsel in trusts and estates clients on tax planning and implement... business planning and ex...