Estate & Tax Planning Jobs in Gladwyne

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Full-time 3 views Experience : Min 3 yrs required

the organization involves serving tax-exempt organizations and philanthropic individuals.... charities, private foundations, trade associations, and other nonprofits, both locally and internationally. Key responsibilities include: - Providing legal counsel in matters related to tax-exempt organizations and philanthropic activities. -... Drafting and reviewing c...

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Full-time 15 views Experience : Min 5 yrs required

Title: Attorney (Labor and Employment) Job Responsibilities: As an Attorney in the Labor and Employment group, you will be a vital member of the team at the law firm, focusing on education law and representing school districts. Your primary responsibilities will include: -...

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Full-time 4 views Experience : Min 3 yrs required

Title: Associate (Energy) Job Responsibilities: As an Attorney in the Energy & Environmental Group at the law firm, you will be an essential member of a team dedicated to delivering exceptional legal services and building strong client relationships in the energy sector....

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Full-time 4 views Experience : 2-5 yrs required

confidently guiding them through estate planning, probate, and estate... administration. - Exhibit professionalism, empathy,... guide clients through sensitive and emotional matters. - Provide solutions-oriented advice to clients on estate planning, probate, trust administration,... and asset protection strategies. - Collaborate effectively with attorneys, para...

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Full-time 56 views Experience : 1-3 yrs required

Job Title: Experienced Estate & Elder Law Associate... law firm, 1+ years Estate Planning and Elder law... experience preferred Location: Blue Bell, is seeking an experienced Estate & Elder Law Associate... Bell, PA. Our boutique estate planning and elder law......

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Posted On Aug 09, 26
Full-time 36 views Experience : 3-3 yrs required

for advancement and growth Competitive salary based on experience and qualifications **Members Only,** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...

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Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required

Job Title: Tax Manager - Ultra High... a comprehensive range of tax services, including wealth transfer,... and retirement planning, and tax compliance. - Manage and oversee... fiduciary, gift, generation-skipping, and estate taxation. This involves planning... and executing client tax engagements. - Collaborate with specialists......

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Full-time 2 views Experience : 7-10 yrs required

business owners on advanced estate planning, wealth transfer strategies,... trust administration. - Develop tax-efficient estate and business succession plans,... partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations. - Counsel clients ......

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Full-time 1 views Experience : Min 8 yrs required

Design and implement advanced estate plans for clients with... taxable private foundations. - Advise on estate, gift, and generation-skipping transfer... (GST) tax strategies, focusing on multi-generational... structures. - Oversee trust and estate administration, which includes probate,... fiduciary compliance, post-mortem tax planning, and...

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Full-time 1 views Experience : 3-5 yrs required

Job Title: Estate and Trust Attorney Job Responsibilities: -... wealth planning, including gift, estate, and income taxation, charitable... 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 Experience : Min 8 yrs required

Design and implement advanced estate plans for clients with... 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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Full-time 2 views Experience : Min 6 yrs required

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, and closely held businesses. The Associate will collaborate with attorneys across various offices and...

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Full-time 12 views Experience : Min 7 yrs required

Spousal Lifetime Access Trusts (SLATs), and Qualified Personal Residence Trusts (QPRTs). These documents should be tailored to meet specific family needs and go beyond standard templates. - Navigate and address issues related to state and federal income, gift, estate, and generat...

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

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 needed and develops tax, estate, and financial analyses and......

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Full-time 2 views Experience : Min 1 yrs required

educate potential clients on estate and financial planning options. -... in taking action. - Design and review personalized estate plans to ensure alignment... with client goals. - Guide clients through document signing appointments, ensuring they have a complete understanding of their plans. - Collaborate...

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

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 as necessary, developing tax, estate, and financial analyses and......

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Full-time 3 views Experience : Min 8 yrs required

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 Jul 22, 26
Full-time 11 views Experience : 2-8 yrs required

join a dynamic team of attorneys dedicated to providing exceptional legal services in the field of trusts and clients on estate planning, including tax and... family estate planning in estate... administration, including reviewing federal... estate and Pennsylva...

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