Legal Private Client Jobs Jobs in Wyncote, PA

Attorney in Fort Washington, PA

In-House • **Members Only** Fort Washington, PA

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Posted On Sep 07, 26

Full-time Experience : Min 5 yrs required

Job Tags:

acquisitions Affirmative Action criminal due diligence Equal Pay Act investment bankers M&A mergers Mergers and Acquisitions ordinances Partnership private equity Taxation

Manager, Transaction Advisory - M&A Tax The candidate will lead strategic consulting engagements with clients on enhancing federal tax opportunities and managing federal tax risk associated with mergers and acquisitions, including post-acquisition actions. Oversee comprehensive tax due diligence by directing...

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Attorney in Huntingdon Valley, PA

In-House • **Members Only** Huntingdon Valley, PA

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Posted On Aug 24, 26

Full-time 1 views

Job Tags:

Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

affluent families, family offices, and their private businesses and/or 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...

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Employment Law - Litigation Employer Defense Attorney / Employment Law - Management (Compliance & Counseling) Attorney / Corporate - M&A Attorney / Corporate - Contract Law Attorney / Employment Law - General Attorney / Corporate - General Attorney in Blu

In-House • **Members Only** Blue Bell, PA

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Posted On Sep 09, 26

Full-time 2 views Experience : 4-8 yrs required

Practice Area:

Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Corporate - M&A Corporate - Contract Law Employment Law - General Corporate - General

Job Tags:

agreements Bankruptcy Commercial Law contracts data security due diligence EEOC Employment Law employment litigation Government Immigration Insurance Intellectual Property IP Labor Law Litigation LLC M&A marketing Mergers and Acquisitions pleadings wage and hour

Title Corporate Counsel – Employment & Commercial Job Responsibilities The Corporate Counsel – Employment & Commercial position is responsible for a variety of legal functions within the company, with a strong emphasis on commercial transactions, employment law, and litigation support. Key responsibilities include: -...

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Legal Staff Paralegal in Conshohocken, PA

In-House • **Members Only** Conshohocken, PA

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Posted On Aug 07, 26

Full-time 2 views Experience : 5-7 yrs required

Practice Area:

Corporate - Securities and Capital Markets Corporate - General

Job Tags:

Affirmative Action AML directors Domestic Violence due diligence family health insurance International Law Litigation NASDAQ Partnership regulatory compliance SEC filings Securities special projects spectrum stalking

Title: Senior Paralegal Job Responsibilities: The Senior Paralegal will be responsible for supporting attorneys in the Corporate Legal Department, focusing on general corporate matters, governance for the company's . and . offices and operating subsidiaries, and public company reporting and regulatory compliance....

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Nonprofit / Charities Law Attorney / Tax - Exempt Organization Attorney / Tax - Private Client Services Attorney / Tax - General Attorney in Ardmore, PA

Public Interest • **Members Only** Ardmore, PA

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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

The role includes acting as general counsel to public 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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Estate & Tax Planning Attorney / Probate Attorney / Tax - Private Client Services Attorney / Trusts and Estates - General Attorney / Tax - General Attorney in Philadelphia, PA

Law Firm • **Members Only** Philadelphia, PA

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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

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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Estate & Tax Planning Attorney / Probate Attorney / Tax - Private Client Services Attorney / Trusts and Estates - General Attorney / Tax - General Attorney in Philadelphia, PA

Law Firm • **Members Only** Philadelphia, PA

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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

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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Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Philadelphia, PA

Law Firm • **Members Only** Philadelphia, PA

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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

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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ERISA - General Attorney / ERISA/Executive Compensation Transactions & Compliance Attorney / Tax - Employee Benefits & Executive Compensation Attorney / Tax - Private Client Services Attorney / Tax - Federal Attorney / Tax - IRS Audits and Appeals Attorne

In-House • **Members Only** Philadelphia, PA

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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

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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Legal Staff Paralegal in Philadelphia, PA

Law Firm • **Members Only** Philadelphia, PA

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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

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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Legal Staff Paralegal in Philadelphia, PA

Law Firm • **Members Only** Philadelphia, PA

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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

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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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 31, 26

Full-time

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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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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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

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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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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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 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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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 10, 26

Full-time 1 views Experience : Min 2 yrs required

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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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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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

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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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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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

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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Private Client Associate

Recruiter • **Members Only** Philadelphia, PA

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Posted On Sep 08, 26

Full-time Experience : 4-20 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

attorney to join its Private Client practice in Philadelphia,... PA. This role involves working on sophisticated estate planning, estate and trust administration, and transfer tax matters for high-net-worth individuals, families, fiduciaries, and closely held with attorneys across to...

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