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,...
- Deputy General Counsel Job Responsibilities The VP - Deputy General Counsel, Chief Compliance Officer & Assistant Secretary (DGC) is a pivotal member of the company's management team. This role involves leading the company’s contracts, compliance, corporate transactions, and corporate governance functions...
Title: Pre-Litigation Managing Attorney Job Responsibilities: - Pre-Litigation Department Management: Oversee the firm's active Pre-Litigation personal injury cases, ensuring all details are meticulously tracked and deadlines are met, from Pre-Litigation settlement to litigation team hand-off. - Case Management: Utilize Litify to organize 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...
at the law firm. The primary responsibilities include: - Engaging in trusts and estate planning, administration,... and taxation, particularly for high net-worth individuals and sophisticated estates. - Conducting research and analysis, and drafting documents for implementing estate plans. - Preparing and reviewing ta...
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...
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...
position requires a professional who is highly organized and client-focused, with a deep understanding of estate planning matters. Key responsibilities include: - Drafting and preparing estate planning documents such as wills, trusts, powers of attorney, and... advance directives. - Managing the intake...
integral part of the trusts and estates team at... the law firm, contributing significantly to the varied, interesting, and meaningful work within the department. The responsibilities of this role include: - Managing calendars, including scheduling tax-related deadlines and client calls or...
We not only have the best **Members Only** positions, but we also have the most. Paralegal- Trusts and Estates The candidate... should have 5+ years of experience. Experience in handling larger estates is required. Should be experienced with Lackner E...
We not only have the best **Members Only** positions, but we also have the most. Paralegal- Trusts and Estates The candidate... should preferably have 2+ years of Large Estate Planning and 5+ years of Paralegal experience. Experience with Estates soft...
Title: Data Analytics Manager Job Responsibilities: The Data Analytics Manager is a pivotal member of the Knowledge Management and Innovation team, tasked with supporting the delivery of data-driven legal solutions and analyses to both internal and external clients. The manager oversees the...
Division in New Jersey, and the Register of Wills and Orphan's Court in Pennsylvania. - Draft and prepare estate planning documents, including Wills, Trusts, Powers of Attorney, Living... Wills, and Guardianship Pleadings. - Ensure compliance with all legal standards and regulations rel...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
of estate planning documents. This includes wills, trusts, powers of attorney, and... other relevant legal documents necessary for estate planning. - Manage trust administration matters: The position requires the paralegal to handle trust administration tasks. This involves managing the distribution of...
Job 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...
- 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...
to the administration of trusts and estates. The responsibilities... include: - Acting as the lead contact for personal representatives for estates and trusts, beneficiaries, financial advisors, and... accountants. This involves working with financial advisors and others to maintain accurate financial rec...
financial transactions, including: - Assist with the opening of trust accounts. - Correspond with clients and/or representatives regarding funding needs for trusts. - Process payments/distributions from... trusts. - Maintain all trust... asset records, including insurance policy records, real estate hold...
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...
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...
Job Title: Trusts & Estates Paralegal Job Responsibilities: -... administer complex estates and trusts. - Identify and marshal estate... assets, and perform other probate functions required to administer estates through final settlement. - Maintain financial records for use in preparing tax returns and fiduciary...
& Estates Job Responsibilities: As a Trusts and Estates Paralegal within... the department, your responsibilities include: - Preparing 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...
multiple attorneys within the Trusts and Estates Practice Group... at a law firm. This hybrid role requires in-office attendance three days per week and reports primarily to the supported attorneys, with a secondary reporting line to the Director of Operations....
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 with investment advisors, accountants, and...
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 char...
tasks that support the trusts and estates team. The... primary responsibilities include: - Managing calendars, particularly tax-related deadlines and scheduling client calls/meetings. - Preparing Federal and State estate Tax Returns and Federal Gift Tax Returns. - Handling estate administration tasks, such as preparin...
a law firm. The primary responsibilities include: - Engaging in trusts and estate planning, administration,... and taxation, specifically for high net-worth individuals and sophisticated estates. - Conducting research and analysis, and drafting documents for the implementation of estate plans. - Preparing and/or r...
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: Trusts & Estates Counsel or... 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...
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...
related to estates and trusts, focusing on the financial... and tax aspects. - Prepare and file state and federal fiduciary income tax returns and death tax returns, ensuring compliance with filing requirements. - Serve as a liaison between attorneys, clients,...
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...
compliance functions for individuals, trusts, estates, and related entities,... ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. - Conduct primary review of...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal The candidate will independently administer complex estates and trusts. Identify and marshal estate... assets, and perform other probate func...
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...
Digital Trust and Safety The candidate will provide strategic support in establishing thresholds for escalation based on review of trending data and proposing remediation plans that are customized to various integrity risk areas. Oversee the management of digital safety projects,...
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...
exciting opportunity for a skilled attorney to specialize in Trusts & Estates matters, including... contested estates, guardianship proceedings, and trust administration. The Associate Attorney will work closely with clients and partners, preparing legal documents, attending court hearings, and managing litig...