Philadelphia Estate Tax Planning Attorney Jobs in In-House

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United States
Full-time 3 views Experience : Min 8 yrs required

Job 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. - Responsible for managing the expense for outside counsel relationships, providing strategic direction on when to leverage outside counsel. - Works with outside counsel, combining th

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 3 yrs required

Job 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, and deepen existing relationships. - Conducts and reviews research as needed and develops tax, estate, and financial analyses and plans. - Makes generally accepted recommenda

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required

Job Title: Wealth Strategist III Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including complex cases. - Collaborate with 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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Full-time 1 views Experience : 3-5 yrs required

Job 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 to ensure comprehensive estate planning. - Utilize prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, G

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Full-time 1 views

Job Title: Attorney - Estate Planning Job Responsibilities - Receive hand-offs from Legal Directors to provide estate planning services for clients. - Meet virtually or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or company-provided document templates. - Stay in

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Posted On Aug 24, 26
Full-time 65 views Experience : 1-15 yrs required 2 applications

Job OverviewMultiple leading law firms across the United States — including private client boutiques, mid-sized firms, and Am Law practices — are actively seeking Trusts & Estates Attorneys with 1–10+ years of experience. With unprecedented wealth transfer underway and record client demand for sophisticated estate planning, firms are expanding their private client groups nationwide.If you have experience in trust

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