Estate & Tax Planning Jobs in Warminster

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United States
Posted On Sep 15, 26
Full-time 1 views

Title: High Net Worth Tax Principal Job Responsibilities: - Lead compliance... investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements... delivering proactive tax planning and strategic consulting,... including federal, estate, gi...

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Full-time 1 views Experience : 2-5 yrs required

in the areas of estate planning, probate, and estate... administration. The role involves: -... as a Trusted Advisor by using a solutions-oriented approach to help clients navigate estate planning, probate, trust administration,... and asset protection strategies. - Maintaining a Client-Focused approach by...

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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 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 2 views Experience : Min 3 yrs required

Attorney to join our Estate Department, focusing on estate... planning, probate, trusts and... estates, and Orphans’ Court litigation. Responsibilities This position offers the opportunity to handle substantive legal work, manage client relationships, and grow within a supportive and collaborative environment. - Drafting wills,...

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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 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 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 : 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 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 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 Aug 18, 26
Full-time 30 views Experience : 3-20 yrs required

law firm is looking for a skilled Corporate Attorney to join its thriving Business & Finance team. This role offers an engaging variety of corporate and transactional work, competitive compensation, a collegial environment, and the flexibility to maintain a strong...

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