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...
Job Title: Trusts & Estates Counsel or... 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 considerations. -...
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: -...
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...
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. Personal Wealth, Estates, and Trusts Paralegal The candidate will... assist in administering trust and estate files, and prepare accountings and related tax returns. Prep...
We not only have the best **Members Only** positions, but we also have the most. Estates & Trusts Paralegal The candidate will... assist in administering trust and estate files, and prepare accounting and related tax returns. Prepare of probate admini...
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...
WNT Estates, Gifts & Trusts The candidate will work... closely with professionals from the offices around the country as well as international member firms to advise clients on planning and compliance matters involving estate and gift tax, generation-skipping transfer tax,...
Title: Trust and Estate Tax Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and...
not only have the best **Members Only** positions, but we also have the most. Seeking Paralegal - Trusts & Estates with 5+... years of experience in all phases of estate administration, including preparation and filing of death tax returns. Candida...
Manager / Senior Manager Private Client Harrisburg, PA; Philadelphia, PA; Pittsburgh, PA 120868 **Members Only** is currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax Services practice. Responsibilities: Serve as...
Title: Specialized Tax Services - Research & Development Tax Senior Manager Job Responsibilities: - Oversee large-scale projects and ensure timely delivery. - Create and implement innovative processes to enhance efficiency. - Maintain exceptional operational standards. - Interact with clients at a senior level to facilitate...
Title: IT Business Relationship Manager Job Responsibilities: - Serve as the primary point of contact and trusted advisor representing IT with the business. - Provide input and business perspective into IT strategy and architecture development processes. - Collaborate within a global matrixed organization to...
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...
ID: 110554 Type: Regular Full-Time Company: **Members Only** Tax Associate - Winter 2027: - Tax Associate position at **Members Only** - Responsibilities include tax consulting and tax return preparation - Tasks include tax research, planning, and preparation...
experience? Do you have a strong understanding of tax compliance and planning for high net worth individuals, businesses, and trusts? Are you looking for... a challenging and rewarding career in a top workplace? If so, we have the perfect opportuni...
Title: Client Special Arrangements Analyst (Biller / Collector) Job Responsibilities: The Client Special Arrangements Analyst is tasked with managing the entire client accounting cycle, which encompasses billing and collections for a designated group of high-volume and complex billing partners. Key...
law firm seeks a skilled Associate Attorney to join its Trust & Estates Department in Philadelphia. The ideal candidate will have 4-7 years of experience in estate planning, administration, and related matters, with strong expertise in estate and gift tax...