Gift Tax Jobs in Warminster

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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...

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

Title: Trusts and Estates Attorney (PA) Job Responsibilities: The Trusts & Estates Attorney will be responsible for providing strategic advocacy and guidance to clients in the areas of estate planning, probate, and estate administration. The role involves: - Acting as a Trusted Advisor...

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...

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...

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...

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......

Full-time 2 views Experience : Min 3 yrs required

Overview Law firm is a respected 20-attorney law firm in Bucks County. We are seeking a full-time Associate 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...

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...

Posted On Oct 01, 26
Full-time 6 views Experience : Min 3 yrs required

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...

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 ......

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...

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...

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...

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...

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...

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,...

Posted On Aug 18, 26
Full-time 55 views Experience : 2-8 yrs required

OverviewA law firm seeks an experienced Estate & Elder Law Associate Attorney to join their growing team in Blue Bell, PA. The ideal candidate will have a passion for estate planning, trust administration, and elder law, along with a client-focused...

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