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Private Client Attorney Jobs in Philadelphia

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Private Client Attorney Jobs in Philadelphia - Related Job Titles

AttorneyPrivate Client AssociatePrivate Equity Associate
United States
Posted On Sep 18, 26
Full-time 2 views Experience : 7-10 yrs required
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax M&A operating agreements Partnership partnerships Taxation trusts wealth transfer Wills
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax M&A operating agreements Partnership partnerships Taxation trusts wealth transfer Wills

Title: Trusts & Estates Attorney Job Responsibilities: - Advise high-net-worth individuals,... families, and business owners on advanced estate planning, wealth transfer strategies, and trust administration. - Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable structures. - Partner with corporate...

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Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer

Title: Trusts & Estates Counsel Job Responsibilities: - Design and implement advanced estate plans for clients with taxable estates exceeding $75M, including various trusts and private foundations. - Advise on estate,... gift, and generation-skipping transfer (GST) tax strategies, focusing on multi-generational wealth transfer...

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Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer

various trust strategies such as GRATs, SLATs, IDGTs, BDITs/BDOTs, QPRTs, nongrantor trusts, CLTs, CRTs, and private foundations. - Advise on estate,... gift, and generation-skipping transfer (GST) tax strategy, focusing on multi-generational wealth transfer and dynasty trust structures. - Oversee trust and esta...

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Posted On Sep 08, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation

Job Title Private Client Associate Job Responsibilities... The Private Client Associate will be... responsible for engaging in sophisticated estate planning and handling estate and trust administration along with transfer tax matters. The position requires working with high-net-worth individuals, families, fiduciaries,...

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Posted On Aug 03, 26
Full-time 12 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts

Title: Trusts & Estates Associate: Senior Level Job Responsibilities: - Draft and implement complex legal documents, including Revocable Living Trusts, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Qualified Personal Residence Trusts (QPRTs). These documents should be tailored to...

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Posted On Sep 24, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills

Title: Estate and Trust Attorney Job Responsibilities: - Advise high-net-worth clients... on all aspects of wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer, and business succession matters. - Work closely with clients and their outside legal counsel...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. -...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

Title: Wealth Strategist II Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients. - Collaborates with more senior planning resources on complex matters and specific subject matters. - Partners in acquiring new clients and works to retain, expand,...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

other planning resources on complex subjects and partner in acquiring new clients. - Retain, expand, and deepen existing client relationships. - Conduct and review... research as necessary, developing tax, estate, and financial analyses and plans. - Make generally accepted recommendations to the tea...

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Posted On Sep 21, 26
Full-time 8 views Experience : 1-3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Defense
Job Tags:
document review Estate and Trust Estate Planning Guardianship Litigation pleadings Probate trials
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Defense
Job Tags:
document review Estate and Trust Estate Planning Guardianship Litigation pleadings Probate trials

Title: Orphans' Court Litigation Attorney Job Responsibilities: - Represent clients in... Orphans’ Court proceedings, which involve estate disputes, guardianships, and trust administration. - Provide legal counsel and strategic advice to clients dealing with complex estate, trust, and guardianship issues. - Draft and review various...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse

Job Title: Senior Counsel Private Bank Internal Revenue Code... and Employee Retirement Income Security Act Job Responsibilities: - Provide expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA),...

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Posted On Aug 25, 26
Full-time 1 views
Practice Area:
Asylum Immigration - General
Job Tags:
Case Law children criminal Department of Health and Human Services evidence federal government I-9 Immigration Litigation pleadings Privacy RICO Rule of Law social security title
Practice Area:
Asylum Immigration - General
Job Tags:
Case Law children criminal Department of Health and Human Services evidence federal government I-9 Immigration Litigation pleadings Privacy RICO Rule of Law social security title

Job Title: Attorney-Adviser (General) Job Responsibilities: Duties for Office... of the General Counsel: - Research, analyze, and interpret statutes, regulations, case law, administrative decisions, and legal precedents to resolve legal issues and support Department programs and operations. - Provide legal advice, guidance, and recommendations...

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Posted On Oct 01, 26
Full-time
Practice Area:
Immigration - General Administrative Law Government / Public Law Government - General
Job Tags:
Case Law children criminal Department of Health and Human Services evidence federal government Government I-9 Immigration Litigation marriage pleadings Privacy RICO Rule of Law social security Software spouse title
Practice Area:
Immigration - General Administrative Law Government / Public Law Government - General
Job Tags:
Case Law children criminal Department of Health and Human Services evidence federal government Government I-9 Immigration Litigation marriage pleadings Privacy RICO Rule of Law social security Software spouse title

Job Title: Attorney-Adviser (General) Job Responsibilities: 1. Office of... the General Counsel: - Research, analyze, and interpret statutes, regulations, case law, administrative decisions, and legal precedents to resolve legal issues and develop recommendations supporting department programs and operations. - Provide legal advice,...

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Posted On Sep 22, 26
Full-time 44 views Experience : Min 3 yrs required
Practice Area:
Finance - Structured Finance Finance - General
Job Tags:
collateralized loan obligations credit facilities equity finance securitization structured finance underwriters
Practice Area:
Finance - Structured Finance Finance - General
Job Tags:
collateralized loan obligations credit facilities equity finance securitization structured finance underwriters

to work efficiently and independently Strong analytical and writing skills Strong communication and interpersonal skills Ability to thrive in a fast-paced, deadline-driven environment A team player with a strong work ethic...

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Posted On Sep 20, 26
Full-time 1 views Experience : 3-16 yrs required
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General

experienced Trusts and Estates attorney with strong tax and... transactional experience to join their practice in Philadelphia, PA. The ideal candidate will possess deep knowledge of estate, gift, and generation-skipping transfer tax planning, along with familiarity with corporate and partnership...

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