Pennsylvania Estate Tax Paralegal Jobs in In-House

A private trust company based in Lancaster, Pennsylvania is seeking a full-time paralegal. The firm serves a... limited number of very high net worth families and provides estate, tax, and financial planning... as well as investment management and fiduciary services. The incumbent will provide professional support to the firm’s in-house General Counsel who heads up the Family Office practice operation. Organize and analyze client documents such as wills, trusts, powers of attorney,... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Accountant The candidate will prepare Court Accountings, Schedules of Distribution, and other documents for fiduciary accounts for filing with the appropriate court and/or review by beneficiaries. Will prepare accountings and other documents required by a fiduciary in the format prescribed by the Pennsylvania Supreme Court and other jurisdictions, as necessary. This includes all documents required of an Executor and Trustee, including Inventories, Accountings and Sched... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Paralegal I The candidate will... assist in provision of first level review of legal documents received from other departments and branches. Examples of such documents include: Powers of attorney; Trust agreements; Estate documentation; Court orders and... Records requests. Process writs of execution, IRS summonses, subpoenas, IRS levies and other documentation received from governmental entities. Place account holds as required and notifies customers of holds. Provide monthly sta... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Portfolio Manager The candidate duties and responsibilities include: Identifying customer needs and cross-selling appropriate products and services; Establishing new accounts, obtaining customer identification documents, monitoring the account setup process through operations, custody and compliance; Monitoring cash flow requirements of clients. Review and suggest inter-account transfers to meet those requirements; Determining the frequency and amount of payments, cons... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Estate Settlement Product Specialist Duties:... Will report to the Market Trust Director and serve as a key member of the Administrative Review Committee. Will have autonomy in working with heirs and beneficiaries, and will also serve as the point of contact with outside counsel. Responsibilities will include managing the workloads of team members, administering book of estates, helping to develop new business, and sharing a meaningful knowledge of the rules governing th... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Paralegal The candidate should... have experience in all aspects of estate administration, including preparation of... fiduciary and personal tax returns and court accountings.... Must be familiar with estate software. Knowledge of medical... assistance applications is preferred.... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

a Client Administrator. The candidates must be trust professionals with 4+ years’ experience. Will be familiar with client account administration including ERISA, foundations, endowments, IRAs, trusts and estates. Must have a strong knowledge of personal fiduciary taxation and a fundamental understanding of accounting and securities operations. Must possess superlative client interaction and service skills, proficiency in Microsoft Office suite of products, and outsta... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Trusts & Estates Paralegal Philadelphia, Pennsylvania, United States Company Description read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Job title: Associate Wealth Strategist • Job reference number: 287773BR • Job type: Full time • Salary range: $130,000 - $170,000 (based on experience, education, and skill level) • Location: CA, CO, WA, NY (may vary) • Department: Advanced Planning Group • Company: **Members Only.** H2: Enhance Your Career with Global Wealth Management Are you a seasoned income tax professional looking for a... new challenge? Do you ha... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Trusts, Estates, and Gifts Specialist The candidate prepares intermediate to advanced level returns and reviews basic tax returns related to HNW... clients. Possesses advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas. Addresses questions on technical accounting matters from team members and upper level client management. Performs a detailed review of the team’s workflow and monitors tasks to ens... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here