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Private Client Jobs in Mount Laurel

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United States
Posted On Sep 10, 26
Full-time 4 views Experience : 3-5 yrs required
Job Tags:
AML banking contracts equity evidence Financial Institutions Government Money Laundering pleadings
Job Tags:
AML banking contracts equity evidence Financial Institutions Government Money Laundering pleadings

Title: Paralegal Job Responsibilities: The Paralegal provides a broad range of paralegal support and general administrative services to practice teams or individual attorneys within the Legal Department. The role involves resolving routine legal issues under the supervision of counsel, researching and analyzing...

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Posted On Aug 17, 26
Full-time 11 views Experience : 2-5 yrs required
Practice Area:
Finance - General Finance - Financial Services Regulation
Job Tags:
document review lending
Practice Area:
Finance - General Finance - Financial Services Regulation
Job Tags:
document review lending

Job Title: Private Lender Paralegal Job Responsibilities In this... support attorneys in managing private lending transactions from file... opening through closing. Your responsibilities will include: - Preparing and reviewing legal documents to ensure accuracy and compliance with legal standards. - Coordinating with clients and...

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Posted On Jul 30, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate - General Finance - Banking Finance - General
Job Tags:
Corporate Law health insurance Insurance lending Profit Sharing Real Estate Law
Practice Area:
Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate - General Finance - Banking Finance - General
Job Tags:
Corporate Law health insurance Insurance lending Profit Sharing Real Estate Law

for accuracy prior to document preparation. - Assist with coordinating and supporting the firm's document preparation team. - Draft and send client correspondence and emails. - Prepare,... organize, and upload loan packages and legal documents. - Enter and maintain accurate data in Excel spreadsheets...

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Posted On Sep 05, 26
Full-time 46 views Experience : Min 3 yrs required
Job Tags:
criminal data privacy family insurance coverage Intellectual Property IP ordinances Partnership Patent pension Privacy Trademark USPTO
Job Tags:
criminal data privacy family insurance coverage Intellectual Property IP ordinances Partnership Patent pension Privacy Trademark USPTO

IP Docketing Specialist will be responsible for providing patent and trademark docketing support to various teams within the Intellectual Property Practice Group at a global law firm. This position requires at least 3 years of prior experience in IP docketing...

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Posted On Aug 13, 26
Full-time 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

Title: Trusts & Estates Counsel Job Responsibilities: - Design and implement advanced estate plans for clients with taxable estates exceeding $75M, including various trusts and private foundations. - Advise on estate,... gift, and generation-skipping transfer (GST) tax strategies, focusing on multi-generational wealth transfer...

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Posted On Aug 14, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary restructuring Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary restructuring Taxation trusts wealth transfer Wills

Title: Trusts & Estates Associate (3-5 Years) Job Responsibilities: - Assist in advising high-net-worth individuals, families, and business owners on estate planning, wealth transfer strategies, and trust and estate administration. - Draft and revise a variety of estate planning documents, including revocable and...

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Posted On Sep 08, 26
Full-time 1 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

Job Title Private Client Associate Job Responsibilities... The Private Client Associate will be... responsible for engaging in sophisticated estate planning and handling estate and trust administration along with transfer tax matters. The position requires working with high-net-worth individuals, families, fiduciaries,...

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Posted On Aug 25, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse

Job Title: Senior Counsel Private Bank Internal Revenue Code... and Employee Retirement Income Security Act Job Responsibilities: - Provide expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA),...

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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

H1: Legal Assistant - Private Client Services - Philadelphia... Philadelphia, PA Practice Area: Private Client Services Job... Title: Legal Assistant - Private Client Services Salary: Competitive... Summary: - Performs secretarial and administrative duties for legal professionals in Private Cl...

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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

JOB TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Philadelphia OVERVIEW: Law... today’s evolving global markets. SUMMARY: The Philadelphia office of the law firm is seeking a full-time experienced paralegal to join the Private Client Services (PCS) practice... group. The ideal candidate will possess...

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Posted On Aug 31, 26
Full-time
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Tax Senior Manager, Private Client Services Job Description Job Summary: The... Private Client Services at the... company is a specialized practice offering a high-touch approach to serve high-net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and...

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Posted On Sep 10, 26
Full-time 3 views Experience : 5-5 yrs required
Job Tags:
company policies criminal family Insurance
Job Tags:
company policies criminal family Insurance

Business Tax Services - Private Clients Job Responsibilities: - Advise clients... in growing the company's private client tax practice, focusing... on ultra-high net worth individuals, trust, and estate clients. - Review and provide analyses of complex individual income tax, gift, estate, and trust...

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Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Manager, Private Client Services Job Responsibilities: - Manage... to identify and address client needs, tax planning, and... consulting opportunities. - Work directly with clients and their advisors to gather necessary information for tax return preparation. - Review individual, trust, estate, S-Corp,...

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Posted On Aug 10, 26
Full-time Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Senior, Private Client Services Job Responsibilities: A Tax... Senior in the Private Client Services department is... responsible for providing tax compliance and consulting services to high net-worth clients. The role requires utilizing educational background, professional experience, and a combination...

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Posted On Sep 09, 26
Full-time Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Managing Director, Private Client Services Job Responsibilities: - Leads... for identifying and addressing client needs, tax planning, and... consulting opportunities. - Provides executive presence and acts as the primary client contact for preparation and... presentation of issues and resolution to clients. -...

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Posted On Sep 03, 26
Full-time 6 views Experience : 2-15 yrs required
Job Tags:
family Financial Institutions private client special projects Taxation
Job Tags:
family Financial Institutions private client special projects Taxation

Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: -... Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycle. - Provide...

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Posted On Jul 28, 26
Full-time 7 views Experience : 4-20 yrs required
Practice Area:
Corporate - General Estate & Tax Planning Trusts and Estates - General
Practice Area:
Corporate - General Estate & Tax Planning Trusts and Estates - General

join its corporate and private client practice in Mount... Laurel, NJ. This role is ideal for an attorney advising closely held businesses, entrepreneurs, and high-net-worth families on complex transactional and planning matters, with a portable book of business and a...

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