Legal Wealth Management Jobs Jobs in Southampton, PA

Legal Staff Paralegal in Blue Bell, PA

Law Firm • **Members Only** Blue Bell, PA

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Posted On Aug 05, 26

Part-time 22 views Experience : 3-5 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate Planning Probate Software title trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal will play a crucial role in managing the estate planning practice at the law firm. This position requires a professional who is highly organized and client-focused, with a deep understanding of estate...

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

Law Firm • **Members Only** Blue Bell, PA

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Posted On Aug 09, 26

Full-time 56 views Experience : 1-3 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Elder Law Estate and Trust Estate Planning estates family Genetics Guardianship Harassment hospitals Insurance Litigation Medicaid Probate trusts

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...

Legal Staff Paralegal in Colmar, PA

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

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Posted On Sep 25, 26

Full-time 3 views

Practice Area:

Corporate - General Corporate - Contract Law Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Business Law Estate Planning Financial Institutions health insurance Insurance renewals Wills

Overview We are a small but growing law firm seeking a highly organized, detail-oriented Administrative Coordinator / Legal Assistant or Paralegal to support both client work and internal firm operations. This role is ideal for someone who enjoys bringing organization to...

Legal Staff Paralegal in East Norriton, PA

Law Firm • **Members Only** East Norriton, PA

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Posted On Jul 29, 26

Full-time 3 views Experience : 5-5 yrs required

Practice Area:

Trusts and Estates - General

Job Tags:

Estate Planning estates health insurance Insurance Software trusts

is expected to have a high degree of proficiency in managing estate-related tasks and should be able to work independently as well as in a team environment. Key responsibilities include: - Utilizing estate management software, with a preference... for those experien...

Attorney in Philadelphia, PA

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

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Posted On Sep 16, 26

Full-time 2 views Experience : Min 8 yrs required

Job Tags:

family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... tailored for asset and wealth management clients. - Overseeing the... preparation and filing of complex tax returns, ensuring strict adherence to regulatory requirements and minimizing risks associated with non-compliance. - Analyzing financial data...

Attorney in Philadelphia, PA

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

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Posted On Sep 29, 26

Full-time 2 views Experience : Min 2 yrs required

Job Tags:

family finance H-1B wealth management

Job Title: Asset & Wealth Management - Tax Senior... Responsibilities: As an Asset & Wealth Management Tax Senior Associate,... clients in asset and wealth management. This includes reviewing... financial data, preparing tax returns, and helping clients navigate complex tax rules. Your...

Attorney in Philadelphia, PA

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

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Posted On Oct 01, 26

Full-time 1 views Experience : Min 2 yrs required

Job Tags:

Code of Conduct family finance H-1B wealth management

Job Title: Wealth Management Tax Services Senior... Associate Job Responsibilities: - Provide strategic tax planning, compliance, and advisory services to clients. - Help clients navigate complex tax regulations and optimize their tax positions. - Validate clients' compliance with tax laws and regulations. - Review and...

Attorney in Philadelphia, PA

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

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Posted On Sep 02, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

Attorney in Philadelphia, PA

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

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Posted On Sep 16, 26

Full-time 3 views Experience : Min 6 yrs required

Job Tags:

asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations. - Reviewing and analyzing financial data to prepare and file accurate tax returns. - Validating clients' compliance with tax laws...

Attorney in Philadelphia, PA

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

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Posted On Sep 16, 26

Full-time 1 views Experience : Min 2 yrs required

Job Tags:

family finance H-1B wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Associate Job Responsibilities: - Navigating complex tax regulations to optimize client tax positions - Reviewing and analyzing financial data to prepare and file tax returns - Validating compliance with tax...

Attorney in Philadelphia, PA

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

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Posted On Sep 16, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: - Leading tax compliance workstreams and effectively managing client expectations. - Guiding teams in the preparation and filing of tax returns to fulfill regulatory requirements. - Utilizing analytical thinking to review...

Attorney in Philadelphia, PA

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

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Posted On Sep 22, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Leading tax compliance workstreams and managing client expectations effectively. - Guiding teams in the preparation and filing of tax returns to meet regulatory requirements. - Utilizing analytical thinking to review and analyze financial...

Legal Staff Paralegal in Philadelphia, PA

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

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Posted On Oct 01, 26

Full-time 6 views Experience : Min 3 yrs required

Practice Area:

Tax - Private Client Services Tax - Federal Real Estate - Tax Tax - State & Local Tax - General Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

estate tax estates executor Probate Software Taxation trusts Wills

Job Title: Taxation and Wealth Planning Paralegal Job Responsibilities: - Calendar... management, including tracking tax-related deadlines... and scheduling client calls/meetings. - Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. - Estate administration tasks, such as preparing and filing probate...

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

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

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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

on all aspects of wealth planning, including gift, estate,... 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,...

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

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

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Posted On Sep 21, 26

Full-time 3 views Experience : Min 8 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

while regularly interacting with management. - Oversees legal research,... legal compliance and risk management. - Responsible for managing... the expense for outside counsel relationships, providing strategic direction on when to leverage outside counsel. - Works with outside counsel, combining th...

Corporate - Asset/Investment Management Attorney / Finance - Structured Finance Attorney / Finance - Financial Services Regulation Attorney / Corporate - General Attorney / Finance - General Attorney in Philadelphia, PA

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

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Posted On Sep 01, 26

Full-time 2 views Experience : 3-8 yrs required

Practice Area:

Corporate - Asset/Investment Management Finance - Structured Finance Finance - Financial Services Regulation Corporate - General Finance - General

Job Tags:

agreements due diligence family finance Insurance investment management pension plans private equity sovereign wealth structured finance Venture Capital

Job Title: Investment Management Associate Job Responsibilities: The Investment Management... Associate will join a... nationally recognized investment management practice at the law... firm. The role involves advising sophisticated institutional investors, private funds, and other market participants on a comprehensive range of fund...

Trusts and Estates Attorney

Recruiter • **Members Only** Doylestown, PA

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Posted On Aug 06, 26

Full-time 1 views Experience : 3-20 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a sharp and compassionate Trusts and Estates Attorney in Doylestown, PA. The ideal candidate thrives in a client-focused environment and is passionate about helping individuals and families protect their assets through strategic estate planning, probate, and...

Wealth Management Jobs in Southampton

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