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Gift Tax Jobs in Newtown Square

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United States
Posted On Aug 21, 26
Full-time 4 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection divorce Elder Law Estate Planning estates Insurance LLC Probate Software trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection divorce Elder Law Estate Planning estates Insurance LLC Probate Software trusts

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 Jul 17, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates Media trusts
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates Media trusts

Title: 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...

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Posted On Aug 11, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - Private Client Services Tax - General
Job Tags:
Corporate Law estates family health insurance Incorporation Insurance Profit Sharing Real Estate Law Taxation trusts
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - Private Client Services Tax - General
Job Tags:
Corporate Law estates family health insurance Incorporation Insurance Profit Sharing Real Estate Law Taxation trusts

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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Posted On Sep 01, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Business Law Estate and Trust Estate Planning estates Family Law Government guardian Insurance Land Use Litigation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Business Law Estate and Trust Estate Planning estates Family Law Government guardian Insurance Land Use Litigation trusts Wills

Title Legal Assistant Job Responsibilities - Assist attorneys by producing well-prepared and accurate documents. - Provide administrative support for the execution and administration of trust, decedents’ and guardian estates, wills intestacy, and other estate and trust matters. - Produce documents such as wills, trust agreements,...

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Posted On Sep 16, 26
Full-time 2 views Experience : 2-4 yrs required
Practice Area:
Elder Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Litigation Probate satellite
Practice Area:
Elder Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Litigation Probate satellite

Title: Associate Attorney - Estate Planning, Probate & Elder Law Job Responsibilities: - Work independently and collaboratively with experienced attorneys, paralegals, and support staff in a fast-growing practice focused on estate planning, probate, Orphans' Court litigation, and Medicaid planning. - Engage in direct...

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Posted On Oct 01, 26
Full-time 6 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax - Federal Real Estate - Tax Tax - State & Local Tax - General Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estate tax estates executor Probate Software Taxation trusts Wills
Practice Area:
Tax - Private Client Services Tax - Federal Real Estate - Tax Tax - State & Local Tax - General Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estate tax estates executor Probate Software Taxation trusts Wills

Calendar management, including tracking tax-related deadlines and scheduling client... Federal and State estate Tax Returns and Federal Gift... Tax Returns. - Estate administration... tasks,... such as preparing and filing probate documents, and advising and responding to clients. - Trust administration, including preparing...

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Posted On Sep 18, 26
Full-time 2 views Experience : 7-10 yrs required
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax M&A operating agreements Partnership partnerships Taxation trusts wealth transfer Wills
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax M&A operating agreements Partnership partnerships Taxation trusts wealth transfer Wills

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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Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer

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
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates fiduciary private client Probate trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates fiduciary private client Probate trusts

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
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal data privacy Estate and Trust Estate Planning gift tax insurance coverage ordinances Partnership pension Privacy private client Software title
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal data privacy Estate and Trust Estate Planning gift tax insurance coverage ordinances Partnership pension Privacy private client Software title

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
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust estate tax estates fiduciary Financial Institutions gift tax insurance coverage pension Privacy private client Probate Software title trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust estate tax estates fiduciary Financial Institutions gift tax insurance coverage pension Privacy private client Probate Software title trusts

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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Posted On Aug 03, 26
Full-time 12 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts

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
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Law estates family fiduciary government relations Litigation private client Probate Regulatory Law trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Law estates family fiduciary government relations Litigation private client Probate Regulatory Law trusts Wills

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
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements Estate and Trust estates fiduciary health insurance Insurance Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements Estate and Trust estates fiduciary health insurance Insurance Probate trusts Wills

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 Sep 14, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
criminal depositions family Insurance Privacy Profit Sharing social security special projects trials
Practice Area:
Estate & Tax Planning
Job Tags:
criminal depositions family Insurance Privacy Profit Sharing social security special projects trials

Title: Paralegal Assistant - Private Wealth Services Job Responsibilities: The Paralegal Assistant provides essential clerical and administrative support to paralegals and attorneys within the law firm. The primary responsibilities include assisting with document management, file organization, and preparation of materials to support...

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Posted On Aug 18, 26
Full-time 12 views Experience : 1-12 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning Tax - Private Client Services
Practice Area:
Trusts and Estates - General Estate & Tax Planning Tax - Private Client Services

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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