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Gift Tax Jobs in Pennsauken

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United States
Posted On Sep 01, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Title: Attorney - Estate Planning Job Responsibilities - Receive hand-offs from Legal Directors to provide estate planning services for clients. - Meet virtually or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers...

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 ......

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...

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...

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...

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...

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...

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,...

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...

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...

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

various trust strategies such as GRATs, SLATs, IDGTs, BDITs/BDOTs, 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...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

consults on, and implements tax, estate, and financial plans... acquiring new clients and works to retain, expand, and deepen existing relationships. - Conducts and reviews research as needed and develops tax, estate, and financial analyses... and plans. - Makes generally accepted recommenda...

Posted On Sep 08, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation

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 contribute to a growing, team-oriented practice with a stro...

Posted On Sep 11, 26
Full-time 2 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates fiduciary private client Probate Software trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates fiduciary private client Probate Software trusts

estates and trusts. - Post account information to a fiduciary accounting program. - Maintain financial records for fiduciary accounting and tax preparation. - Prepare fiduciary accountings. -... Prepare probate documents and related papers. - Identify, gather, and arrange valuation of a decedent’s assets. - Perform task...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

consult on, and implement tax, estate, and financial plans... acquiring new clients. - Retain, expand, and deepen existing client relationships. - Conduct and review research as necessary, developing tax, estate, and financial analyses... and plans. - Make generally accepted recommendations to the tea...

Posted On Sep 24, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills

of wealth planning, including gift, estate, and income taxation,... charitable giving, trust administration, wealth transfer, and business succession matters. - Work closely with clients and their outside legal counsel to ensure comprehensive estate planning. - Utilize prior experience with wills, revocable trusts,...

Posted On Aug 10, 26
Full-time 41 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

law firm in Philadelphia, PA, is seeking a Trust Estate and Tax Attorney with over 5... years of experience to join their dedicated team. The ideal candidate will have a strong planning, trust administration, and tax law background, providing clients......

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