Gift Tax 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 4 views Experience : 2-5 yrs required

Title: Trusts and Estates Attorney Job Responsibilities: - Serve as a strategic advocate for clients, confidently guiding them through estate planning, probate, and estate administration. - Exhibit professionalism, empathy, and the ability to guide clients through sensitive and emotional matters. - Provide solutions-oriented advice...

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

Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...

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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... focused on individual, fiduciary, gift, generation-skipping, and estate taxation.... planning and executing client tax engagements. - Collaborate with specialists......

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Posted On Sep 20, 26
Full-time Experience : 3-5 yrs required

Senior Paralegal – Estate Administration Job Title: Senior Paralegal – Estate Administration Job Responsibilities: - Identify Estate assets: The candidate will be responsible for locating and identifying all assets that belong to an Estate. This includes a thorough investigation and documentation of all...

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

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 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

foundations. - Advise on estate, gift, and generation-skipping transfer (GST)... tax strategies, focusing on multi-generational... wealth transfer and dynasty trust structures. - Oversee trust and estate administration, which includes probate, fiduciary compliance, post-mortem tax planning, and...

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Posted On Sep 14, 26
Full-time 2 views Experience : 2-5 yrs required

the collection and valuation of assets. This is done with the instruction and guidance of senior paralegals. - Maintain financial records for the preparation of tax returns and accountings, and... prepare Orphans’ Court accountings under the guidance of senior paralegals. - A...

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Posted On Sep 05, 26
Full-time 51 views Experience : 3-5 yrs required

Legal Assistant - Private Client Services - Philadelphia H2: Job Description and Qualifications Law Firm: **Members Only.** Location: Philadelphia, PA Practice Area: Private Client Services Job Title: Legal Assistant - Private Client Services Salary: Competitive and commensurate with...

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Posted On Sep 05, 26
Full-time 9 views Experience : 7-7 yrs required

TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Philadelphia OVERVIEW: Law firm, a global law firm with over 900 attorneys across the . and around the globe, provides innovative solutions to the legal and business challenges presented by today’s evolving global markets. SUMMARY: The Philadelphia...

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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 06, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Trusts and Estates Paralegal Job Responsibilities: - Serve as the lead contact for personal representatives of estates and trusts, beneficiaries, financial advisors, and accountants. - Collaborate with financial advisors and others to maintain accurate financial records. - Manage day-to-day aspects of estate administration,...

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Posted On Jul 28, 26
Full-time 3 views Experience : Min 4 yrs required

federal and state death tax returns, fiduciary income tax... returns, and estate and... trust accountings. - Draft and manage nonjudicial settlement agreements. - Track estate deadlines to ensure efficient administration. - C...

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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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