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Private Client Jobs in Wynnewood

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United States
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 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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Posted On Sep 18, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
Affirmative Action closing documents Domestic Violence family Government I-9 Partnership private equity social security special projects spectrum stalking
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
Affirmative Action closing documents Domestic Violence family Government I-9 Partnership private equity social security special projects spectrum stalking

Title: Paralegal Job Responsibilities: - Assist attorneys with various legal matters, including fund documents, regulatory filings, and corporate resolutions. - Prepare formation and governing documentation for new entities. - Coordinate with outside counsel to distribute legal documents to prospective investors and manage closings for...

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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
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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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

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 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

Title: Trusts & Estates Attorney Job Responsibilities: - Advise high-net-worth individuals, families, and business owners on advanced 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...

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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

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 Sep 21, 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 Sep 15, 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 Sep 15, 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 Sep 28, 26
Full-time 1 views 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 1 views 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 25, 26
Full-time 2 views Experience : 1-2 yrs required
Job Tags:
Estate and Trust Estate Planning estate tax estates gift tax insurance coverage pension Privacy private client title
Job Tags:
Estate and Trust Estate Planning estate tax estates gift tax insurance coverage pension Privacy private client title

Estates and Trust Coordinator Department: Private Client Services Overview: The law... presented by today’s evolving global markets. Summary: The Private Client Services team at... the law firm offers complex and sophisticated estate planning and estate and trust administration services to individuals, charitable org...

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Posted On Sep 23, 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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Private Client Associate

Recruiter • **Members Only** Philadelphia, PA

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
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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