Estate & Tax Planning Jobs in West Chester

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United States
Full-time 2 views Experience : 2-4 yrs required

Title: Associate Attorney - Estate Planning, Probate & Elder... fast-growing practice focused on estate planning, probate, Orphans' Court... litigation, and Medicaid planning. - Engage in direct client... contact and gain courtroom experience from the onset of employment. - Manage a hybrid work...

Full-time 18 views Experience : Min 20 yrs required

commercial and residential real estate development, construction, leasing, and... financing transactions. This includes counseling business clients on the formation and governance of business corporations, joint ventures, and partnerships, as well as drafting related documents. The role also involves representing clients...

Posted On Sep 01, 26
Full-time 1 views Experience : 3-5 yrs required

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 Sep 01, 26
Full-time Experience : Min 10 yrs required

Title: Senior Estate and Tax Specialist Job Responsibilities: The... Senior Estate and Tax Specialist is... responsible for deepening client relationships and delivering exceptional estate and tax planning services... to the company's highest-net-worth and matter expert, providing sophisticated planning solutions, thought leadership, and......

Full-time 58 views Experience : 5-10 yrs required

Attorney role in Malvern, PA with a global infrastructure investor, **Members Only,**. Responsible for providing legal guidance throughout the bidding process for public private partnerships (P3) in the areas of finance, design, construction, and facilities management services. Key Responsibilities:...

Full-time 2 views Experience : Min 1 yrs required

Attorney Job Responsibilities: - Handle sophisticated estate planning, elder law, Medicaid... planning, special needs planning, guardianships,... estate and trust administration, and... long-term care planning. - Collaborate with elder care... coordinators, social workers, public benefits specialists, paralegals, and experienced legal professionals to assist families...

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...

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....

Posted On Aug 10, 26
Full-time 2 views

Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... is tasked with providing tax compliance and consulting services... gather necessary information for tax preparation. The Tax Senior... responsible for preparing complex tax returns, including individual, trust,... estate, S-Corp, foundation, partnersh...

Posted On Sep 15, 26
Full-time 1 views Experience : 5-5 yrs required

Job Title: Tax Manager, Private Wealth Job Responsibilities: -... individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple... engagements that deliver proactive tax planning and strategic consulting... including federal estate, gift,...

Posted On Aug 14, 26
Full-time 1 views Experience : 3-4 yrs required

Job Title: Trust and Estate Administration Paralegal Job Responsibilities:... for the Trust and Estate Administration Paralegal include managing... all phases of estate and trust administration. This... accountants - Preparing federal estate tax returns and fiduciary... accountings - Managing the distribution...

Posted On Jul 05, 26
Full-time 5 views Experience : 8-10 yrs required

Trust Officer Job Responsibilities: - Administer estate and personal trust accounts,... including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of all...

Posted On Sep 14, 26
Full-time 2 views Experience : 2-4 yrs required

all regulations, policies, and procedures. - Understand the client's situation and circumstances, including extended family and younger generations, to develop and deliver solutions that meet client needs. - Possess technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, complian......

Full-time 54 views Experience : Min 3 yrs required

- Advise clients on estate planning, focusing on tax... family goals. - Draft estate planning documents. - Engage... actively in estate administration, which includes reviewing... federal estate and Pennsylvania inheritance tax... returns. - Research and... to clients on complex tax issues. - Review court......

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...

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: -...

Posted On Sep 14, 26
Full-time 11 views Experience : Min 7 yrs required

trust documents for legal, tax, administrative, and investment issues,... coordinating the delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank as trustee. - Oversee investment decisions, ensuring that the trust's investment objectives align with...

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......

Full-time 12 views Experience : 1-12 yrs required

in trusts and estates, tax, and business planning in... a strong client base and a commitment to providing exceptional legal legal counsel in trusts and estates clients on tax planning and implement... business planning and ex...

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