Title: Managing Attorney Job Responsibilities: - Manage and oversee all aspects of estate planning and probate matters, including wills, revocable and irrevocable trusts, powers of attorney, advance healthcare directives, and guardianships under Pennsylvania law. - Supervise and mentor associate attorneys, paralegals, and support...
of attorney, and advance directives under attorney supervision. - Assist in all phases of probate and estate administration, including preparing petitions, notices, inheritance tax returns, and fiduciary accountings. -... Manage communication with clients, beneficiaries, financial institutions, and court personnel to facilitate sm...
Title: Associate Attorney Job Responsibilities: - Manage the entirety of a client’s proceedings, including client interaction, providing detailed explanations of the law, preparing and analyzing paperwork, constructing trust provisions, and participating in sales conferences. - Draft and review Estate Plan documents. - Perform legal...
elder law, and estate and trust administration. The primary responsibilities include: - Proficiency in Lackner Software for estate management. - Preparation of Pennsylvania Inheritance Tax Returns. - Proficient use... of Microsoft Office for documentation and communication. - Management of multip...
Metz Lewis as a Tax, Trusts and Estates Associate... firm, is seeking a Tax, Trusts and Estates Associate... 1 year of experience in estate planning and individual tax planning, preferably with high-net-worth... clients. The ideal candidate will have strong atten...
Title: Associate - Estate & Trust Litigation; Estate Planning and Administration Job Responsibilities: The Associate in the Estate & Trust Litigation; Estate Planning and Administration practice group at a law firm is expected to undertake a variety of responsibilities aimed at effectively...
Job Title: Tax & Estate Planning Paralegal... Job Responsibilities: The Tax & Estate Planning Paralegal... the preparation of clients' tax documents. This role requires... a working knowledge of tax preparation software, with a... responsibilities include: - Preparing tax documents for clients -... tax...
powers of attorney, and advance healthcare directives, tailored to clients’ needs. - Manage probate and estate administration matters in the Pennsylvania Orphans’ Court system, including inheritance tax filings and asset distribution. -... Conduct group presentations and educational workshops on estate planning and...
Attorney- Estate Planning ESTATES AND TRUSTS ASSOCIATE Join a dynamic, entrepreneurial team at the Cozza Law Group where you'll love coming to work every day! We are seeking a passionate associate attorney, licensed in PA, with 2+ years of...
Title: Trusts & Estates Associate (Mid-Level) Job Responsibilities: The Trusts & Estates Associate is responsible for the administration of trusts and estates from inception to completion. This includes reviewing and drafting trust and probate administration documents, as well as other related documents....
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: A Tax Senior in Private Client... is responsible for providing tax compliance and consulting services... management, leadership, technical, business development, and people skills. Key responsibilities include: - Participating in tax and consulting engagements, enhan......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... is responsible for delivering tax compliance and consulting services... not limited to: - Managing tax and consulting engagements, identifying... client needs, and identifying tax planning and consulting opportunities. -......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... professional background to deliver tax compliance and consulting services... The responsibilities include: - Managing tax and consulting engagements while... and address client needs, tax planning, and consulting opportunities. -......
legal industry. We not only have the best **Members Only** positions, but we also have the most. Tax, Trusts and Estates Attorney The candidate will do preparation of complex estate plans. Estate and trust administrations. Preparation of estate, gift, inheritance,...
Job Title: Tax Manager/Senior Tax Manager ... 5 years experience in tax preparation and planning for... required. Knowledge of tax laws and regulations, including... estate and gift tax planning, individual and... business... tax planning, and fiduciary income......
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...
Job Title: Private Wealth Tax Manager Job Responsibilities: -... entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns.... - Work on... multiple engagements that deliver proactive tax planning and strategic consulting,... including federal estate, gi...
industry. We not only have the best **Members Only** positions, but we also have the most. Estates and Trusts Paralegal The candidate will prepare accountings for both estates and trusts. Prepare federal and state individual and fiduciary income tax returns....
on a range of tax and corporate matters. Key... guidance on mergers and acquisitions and other corporate work related to nonprofit corporations. - Assisting in the formation of private foundations and advising on public charity rules and tax compliance issues. - Add...
Title: Personal Injury Paralegal Job Responsibilities: - Medical Records Management: Order, review, and summarize medical records to prepare factual responses for discovery. - Client Communication: Conduct regular phone interviews with clients and provide timely updates on their legal cases. - Case Review and Preparation:...
Title: Personal Injury Paralegal Job Responsibilities: The Personal Injury Paralegal at the law firm is tasked with a range of responsibilities aimed at supporting clients, the legal team, and senior paralegals throughout the client journey. Key responsibilities include: - Medical Records Management: Ordering,...
Title: Junior Associate Attorney, Personal Injury Job Responsibilities: - Prepare, draft, and file legal documents, including complaints, pleadings, motions, briefs, and appeals. - Present and argue motions in court. - Attend court hearings. - Conduct legal research and analysis on...
Title: Estates and Trusts Associate Job Responsibilities: The Estates and Trusts Associate will be an integral part of the department, responsible for handling a range of tasks from the inception to the completion of Trusts and Estates administration. Key responsibilities include: - Administering...
1501 Ardmore Blvd, Suite 205, Pittsburgh, PA 15221 JOB TITLE: Legal Assistant/Paralegal - Estate Law and Elder Law H1: Join Our Team as a Legal Assistant/Paralegal in Estate and Elder Law H2: Assist Attorneys in Estate Law, Elder Law,...
OverviewA law firm seeks a dedicated and experienced Associate Attorney in Warrendale, PA, with 5-7 years of experience in estate planning, probate, and elder law. The role involves handling matters related to wills, trusts, estate administration, and guardianships, with direct...