case files using document management systems such as Lackner... and Clio, ensuring accuracy and confidentiality at all times. - Draft, review, proofread, and edit legal documents including probate court filings and pleadings, correspondence, and reports with precision and clarity. - Conduct comprehensive...
high-volume probate practice. The key duties include: - Managing and maintaining legal case files using document management systems such as Lackner... and Clio, ensuring accuracy and confidentiality at all times. - Drafting, reviewing, proofreading, and editing legal documents including proba...
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: 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...
Job Title: Tax and Wealth Planning Paralegal Job Responsibilities: The Tax... and Wealth Planning Paralegal is an... 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...
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...
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: 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...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy... Tax Senior Manager at the company, the primary responsibilities include working as part of a team of problem solvers...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems to develop top-quality deliverables. - Utilize the company's technical knowledge...
Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Job Title: Wealth Management Tax Services Manager Job... Responsibilities: - Manage client service accounts and lead engagement workstreams, ensuring quality and adherence to project timelines. - Supervise, develop, and coach teams to produce exceptional outcomes, leveraging team capabilities to meet client needs. - Independently...
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: 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...
**Job Title:** Tax and Wealth Planning Paralegal **Job Responsibilities:** The... Tax and Wealth Planning Paralegal at the... law firm is responsible for a variety of tasks that support the trusts and estates team. The primary responsibilities include: - Managing calendars, particularly tax-related...
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 strong knowledge... and exp...
of the Taxation & Wealth Planning Department at 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...
Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Provide unbiased, customized wealth planning guidance to clients... Work on the development and presentation of Wealth Strategy and Advice materials... to guide client and advisor decision-making. - Present information in an easily digest...
Job Title: Private Wealth Tax Manager Job Responsibilities: - Assist... in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
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: Wealth Strategist Senior - **Members Only** Job... Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and deepen...
join the Taxation and Wealth Planning Department at the... law firm and will be responsible for handling a variety of tax litigation and controversy matters. Key responsibilities include representing taxpayers before the IRS Independent Office of Appeals, managing civil and...
Title AML Project Delivery Senior Analyst Job Responsibilities In the role of AML Project Delivery Senior Analyst, you will have the opportunity to work collaboratively with the AML and sanctions team to support client service delivery. Key responsibilities include: - Performing case investigations and...
Title: Tax Director - Financial Services State and Local Tax (SALT) Job Responsibilities: The Tax Director at the company will be responsible for several critical tasks within the State & Local Tax team. Key responsibilities include: - Building and leading...
Title: AML Consultant Job Responsibilities: As an AML Consultant working under the Project Delivery Specialist - Regulatory, Risk & Forensic Operate framework, you will have a dynamic role focused on supporting client service delivery within the AML and sanctions team. Your responsibilities...
Title AML Project Delivery Specialist Job Responsibilities In the role of an AML Project Delivery Specialist, you will work collaboratively with the AML and sanctions team, focusing on client service delivery. Your responsibilities will include: - Managing a small team...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Senior Associate in the Personal Financial Services practice, you will be part of a team that provides business advisory services to private companies. Your responsibilities include: - Assisting private companies with...
operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback and reflection to...
efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort z...
Title: Business Tax Services - Family Office Advisory Services - Manager Job Responsibilities: The Manager in Family Office Advisory Services will play a crucial role in supporting the legacy of family offices by enhancing their financial, social, and human capital. Key responsibilities...
Title: Tax Manager, Business Incentives Group (FDII) Job Responsibilities: The Tax Manager in the Business Incentives Group (BIG) within the law firm's Specialized Tax Services (STS) is tasked with assisting clients in identifying, documenting, and supporting tax positions related to specific areas...
Title: Estate Planning and Probate Attorney Job Responsibilities: - Represent clients in legal proceedings in both New Jersey and Pennsylvania, specifically in the Chancery Division and Law Division in New Jersey, and the Register of Wills and Orphan's Court in Pennsylvania. - Draft...
OverviewA law firm seeks a full-time Associate Attorney to join its Estate Department in Perkasie, PA. The role focuses on estate planning, probate, trusts and estates, and Orphans' Court litigation, offering opportunities for substantive legal work and client relationship ...