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Pennsylvania Tax Estate Planning Paralegal Jobs in Law Firm

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Pennsylvania Tax Estate Planning Paralegal Jobs in Law Firm - Related Job Titles

Tax Law Paralegal
United States
Posted On Oct 05, 26
Full-time Experience : Min 15 yrs required
Job Tags:
banking board of directors Employment Law equity finance Financial Institutions Insurance Labor and Employment Labor Law Litigation Partnership Property Management stage
Job Tags:
banking board of directors Employment Law equity finance Financial Institutions Insurance Labor and Employment Labor Law Litigation Partnership Property Management stage

firm. The CFO's primary duties include financial reporting, budgeting, financial planning and analysis, treasury management,... facilities oversight, insurance, and procurement. Reporting directly to the Chief Operating Officer, the CFO is tasked with monitoring and analyzing key financial metrics such...

Posted On Oct 01, 26
Full-time 6 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax - Federal Real Estate - Tax Tax - State & Local Tax - General Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estate tax estates executor Probate Software Taxation trusts Wills
Practice Area:
Tax - Private Client Services Tax - Federal Real Estate - Tax Tax - State & Local Tax - General Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estate tax estates executor Probate Software Taxation trusts Wills

Title: Taxation and Wealth Planning Paralegal Job Responsibilities: - Calendar management,... including tracking tax-related deadlines and scheduling client... Federal and State estate Tax Returns and Federal Gift... Tax Returns. - Estate administration tasks,... such as preparing and filing probate documents, and advising and...

Posted On Sep 29, 26
Full-time 3 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

Job Title: Planning Paralegal Job Responsibilities: 1. Client &... - Assist clients with estate planning and long?term care... planning... matters. - Gather, organize,... and compile client asset and personal information. - Prepare client information summaries, asset listings, and funded asset lists. -...

Posted On Sep 25, 26
Full-time 2 views Experience : 1-2 yrs required
Job Tags:
Estate and Trust Estate Planning estate tax estates gift tax insurance coverage pension Privacy private client title
Job Tags:
Estate and Trust Estate Planning estate tax estates gift tax insurance coverage pension Privacy private client title

provides innovative solutions to the legal and business challenges presented by today’s evolving global markets. Summary: The Private Client Services team at the law firm offers complex and sophisticated estate planning and estate and... trust administration services to individuals, charitable org...

Posted On Sep 24, 26
Full-time 22 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates Software
Practice Area:
Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates Software

Job Title: Estate Administration Paralegal Job Responsibilities:... The Estate Administration Paralegal position involves... firm that specializes in estate planning, elder law, and... estate and trust administration. The... in Lackner Software for estate management. - Preparation of... Pennsylvania Inheritance Tax Returns. - Proficient use......

Posted On Sep 24, 26
Full-time 30 views
Job Tags:
Corporation Estate and Trust Estate Planning health insurance Insurance Partnership
Job Tags:
Corporation Estate and Trust Estate Planning health insurance Insurance Partnership

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......

Posted On Sep 14, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
commercial real estate criminal document review family finance Insurance organizational documents Privacy Profit Sharing social security Software special projects title
Job Tags:
commercial real estate criminal document review family finance Insurance organizational documents Privacy Profit Sharing social security Software special projects title

Title: Legal AI Automation Specialist and Closing Coordinator Job Responsibilities: - Collaborate with attorneys and paralegals to identify transactional frictions and develop customized AI-based solutions to enhance closing processes. - Lead process automation initiatives from initial intake to deployment. - Scope, build, and refine...

Posted On Sep 14, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
criminal depositions family Insurance Privacy Profit Sharing social security special projects trials
Practice Area:
Estate & Tax Planning
Job Tags:
criminal depositions family Insurance Privacy Profit Sharing social security special projects trials

Job Title: Paralegal Assistant - Private Wealth... Services Job Responsibilities: The Paralegal Assistant provides essential clerical... file organization, and preparation of materials to support legal matters and practice group-specific activities. Under direct supervision, the Paralegal Assistant ensures the timely... completion of wor...

Posted On Sep 07, 26
Full-time 6 views
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning

Job Title: Planning Paralegal Job Responsibilities: The Planning Paralegal... role in supporting the estate planning and long-term care... planning... practice. This position involves... ensuring clients receive exceptional service Support: - Assisting clients with estate planning and long-term care... planning... matters. - Gathering, organizing, and......

Posted On Sep 07, 26
Full-time 12 views
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law employee benefits Estate Planning finance Insurance Software title trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law employee benefits Estate Planning finance Insurance Software title trusts Wills

in supporting clients with estate and long-term care planning... while ensuring high-quality service... delivery to both clients and internal staff. This remote position requires a strong understanding of law firm procedures and a commitment to integrity and excellence. Key responsibilities...

Posted On Sep 05, 26
Full-time 51 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal data privacy Estate and Trust Estate Planning gift tax insurance coverage ordinances Partnership pension Privacy private client Software title
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal data privacy Estate and Trust Estate Planning gift tax insurance coverage ordinances Partnership pension Privacy private client Software title

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...

Posted On Sep 01, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Business Law Estate and Trust Estate Planning estates Family Law Government guardian Insurance Land Use Litigation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Business Law Estate and Trust Estate Planning estates Family Law Government guardian Insurance Land Use Litigation trusts Wills

trust, decedents’ and guardian estates, wills intestacy, and other estate and trust matters. - Produce... documents such as wills, trust agreements, and deeds. Draft correspondence, bills, and various documents pertaining to estates and trusts. - Provide support in gathering and preparing...

Posted On Aug 31, 26
Full-time 57 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid Software
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid Software

Legal administrative or paralegal: 1 year (Preferred) License/Certification:... Paralegal degree or certificate? (Preferred)... **Members Only,**, a busy Elder Law and Trust & Estate law firm located in... Bethlehem, PA, is currently seeking a full-time Legal Assistant/Paralegal to...

Posted On Aug 31, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid Software
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid Software

Responsibilities: - Preparation of estate planning documents. - Preparation... and filing of Medicaid applications. - Estate administration, including preparation and... filing of PA Inheritance Tax returns and related documents.... - Coordination and communication with clients on a daily basis. -...

Posted On Aug 31, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid Software
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid Software

include: - Preparation of estate planning documents. - Preparation... and filing of Medicaid applications. - Estate administration, including the preparation... and filing of Pennsylvania Inheritance Tax returns and related documents.... -...

Posted On Sep 07, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
employee benefits finance Insurance Software title
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
employee benefits finance Insurance Software title

with supporting clients in estate and long-term care planning,... ensuring the delivery of... high-quality service to both clients and internal staff. This role necessitates a comprehensive understanding of firm procedures and a steadfast commitment to integrity and excellence. Key responsibilities...

Posted On Aug 11, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning

Job Title: Planning Legal Assistant Job Responsibilities: Client &... Support - Assist clients with estate planning and long-term care... planning... by gathering, organizing, and... compiling asset and client information. - Prepare and maintain client information summaries, asset listings, and funded asset lists following trust...

Posted On Aug 11, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
banking commercial litigation contracts crime Criminal Defense Elder Law Estate Planning estates Family Law health insurance Insurance Medicaid municipal law personal injury Probate Profit Sharing Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
banking commercial litigation contracts crime Criminal Defense Elder Law Estate Planning estates Family Law health insurance Insurance Medicaid municipal law personal injury Probate Profit Sharing Wills

the preparation of inheritance tax returns and estate accounts. -... Aid in the preparation of Medicaid applications. - Prepare various legal documents such as wills, deeds, contracts, and affidavits. - Interact directly with clients when necessary. - Provide support to attorneys with various cases...

Posted On Aug 05, 26
Full-time 19 views Experience : Min 5 yrs required
Practice Area:
Probate
Job Tags:
agreements Estate Planning estates Probate
Practice Area:
Probate
Job Tags:
agreements Estate Planning estates Probate

Job Title: Estate Administration Paralegal Job Responsibilities: The Estate... Administration Paralegal at the... executing a variety of estate administration functions. The role... includes drafting estate planning and administration documents,... preparing deeds and real estate documents. Key responsibilities involve: -... Preparing probate and administration...

Posted On Jul 28, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Tax - Private Client Services Tax - Federal Trusts and Estates - General Tax - General
Job Tags:
banking Government health insurance Insurance Litigation Software
Practice Area:
Probate Litigation - Trusts & Estates - Defense Tax - Private Client Services Tax - Federal Trusts and Estates - General Tax - General
Job Tags:
banking Government health insurance Insurance Litigation Software

agencies, and courts, with responsibilities that suggest a position in legal support or paralegal work. *Job Responsibilities* The candidate will... engage in a variety of tasks that require close collaboration with clients, attorneys, government agencies, and courts. Key responsibilities include: - Requesting, organizin...

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