Estate Planning Attorney: Trusts, Tax & Succession
Orion Placement
Confidential Employer on the Main Line in Pennsylvania seeks an experienced estate planning attorney to advise high-net-worth individuals and business owners. You will draft wills, trusts, powers of attorney, and related documents while guiding clients through complex estate and tax planning decisions. You will work with a collaborative team to develop lasting client relationships, provide thoughtful solutions, and grow your practice in a specialized estate planning group. #J-18808-Ljbffr Orion Placement
$140k - $205k
...Trusts & Estates Attorney: Sophisticated Planning and Probate Work in King of Prussia Our client, a respected suburban Philadelphia law firm, is seeking a... ...care directives Advise clients on estate, gift, and tax planning strategies Administer estates and trusts,...TaxWork at office$125k - $175k
...known and respected boutique trust and estate firm. Why join us? 401K PTO... ...comprehensive estate plans for clients to effectively manage... ...assets and minimize potential tax liabilities. 2. Providing legal... ...agreements, wills, powers of attorney, and other estate planning...TaxLocal area$135k - $175k
...About the job Estate Planning Attorney Pay: $135,000.00 - $175,000.00 per year Why This Is a Great... ...your experience across estate planning, trusts, estate administration, tax-related matters, and business succession planning Work alongside experienced professionals...Tax$92.87k - $152.57k
Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed... ..., including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and... ...multiple integrated businesses. The Tax Manager, Personal Tax Services,...TaxLocal areaFlexible hours- ...Woodward LLP is a boutique trust and estate law firm serving high... ...practice. The successful candidate will independently... ...inheritance tax returns, federal estate... ...accountings. Coordinate with attorneys, accountants,... ...exclusively on estate planning, trust administration...Tax
- ...Administrative Assistant to support the attorneys in their Private Client Services Group. The group's practice is trusts and estates for business owners, executives,... ...held businesses - estate and tax planning, business succession, charitable planning, asset protection...TaxWork at office3 days per week
- Bryn Mawr Trust, a WSFS Company, seeks a Tax Manager, Personal Tax Services, to prepare complicated trust and individual tax returns and to oversee tax reporting for investment management accounts. The role requires 7+ years of trust tax experience, 3+ years of management...Tax
- ...opportunity available for a securities trading attorney to join our in-house counsel/legal team.... ...trading desks, operations, compliance, tax and other colleagues on a comprehensive... ...skillsStrong organization, effective planning, problem solving, and analytical skills requiredSuperior...TaxFlexible hours
- ...comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial... ...the first 90 days of employment.DESIRABLE ATTRIBUTES: Successful candidates will possess a broad range of skills including...TaxWork at officeLocal area
$175k - $225k
...join our growing Real Estate Tax practice. This individual... ...Estate Investment Trusts (REITs), UPREIT structures... ...Provide tax planning, structuring, and advisory... ...transparency. For us, success is defined by working... ...are also engaged by the attorneys, financial professionals...TaxLocal area- Trusts & Estates Associate (563100) (Law Firm)Location:Willow Grove, PA - United StatesPosition:AssociateDepartment... ...2-3 years) trusts and estates associate attorney. They are willing to consider an... ...this practice area. LL.M. in estates or tax completed or in progress would be a plus...Tax
$53.74k - $88.29k
...Job Description Bryn Mawr Trust, a WSFS Company, provides locally... ..., including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and... ...topics to support team and client success. Minimum Qualifications:...Full timeWork at officeFlexible hours$77.39k - $127.14k
...Financial Advisor Bryn Mawr Trust, a WSFS Company, provides locally... ..., including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment... ...retirement, investments, tax efficiency, risk management and...TaxWork at officeFlexible hours$175k - $225k
Tax Director | Advise HNW & Business Clients, Lead Complex Tax... ..., closely held businesses, trusts, estates, partnerships, and... ...provide year-round strategic planning across individual, partnership... ...structuring, business transactions, succession planning, and tax-saving...TaxFor contractorsLocal area- ...services. Having investment, tax and planning specialists in house to meet... ...client on investments, tax, and estate – it is a real eye opener for... ...will lead to your continued success. Why join as an advisor?... ...exclusive to investments, tax, trust and estate. Drive business...TaxFull timeLocal area
- ...as well as integrated planning and coordination across key areas such as tax strategy, risk management... ...guidance, wealth and estate planning support, philanthropic... ...cross-training and succession planning.Project &... ...initiatives such as Zero Trust architecture, vulnerability...TaxWork at officeFlexible hours
$30 per hour
...the collection of unpaid real estate taxes and municipal utility fees.... ...Law Associates seeks an attorney for a part-time position working... ...01(k) Retirement Investment Plan with Employer Match ~... ...be met by an employee to successfully perform the essential functions...TaxPart timeWork at officeRemote workWork from homeFlexible hoursNight shift- ...comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial... ..., and partnerships DESIRABLE ATTRIBUTES : Successful candidates will possess a broad range of skills including...TaxWork at officeLocal area
- Jobot is seeking an experienced Trust and Estate Paralegal in Pennsylvania to support attorneys in estate and trust administration. A minimum of 3 years of hands-on... ...involves preparing probate filings, asset inventories, tax returns, and close coordination with financial...TaxWork at officeFlexible hours
- ...week program (June-August 2027). You will assist in preparing client presentations, financial planning templates, and research across risk management, retirement, taxes, and estate planning. You’ll work 40 hours per week, gain exposure to investment and wealth-strategy...TaxInternshipSummer internshipWork at office
- Senior Estate and Tax SpecialistThe Senior Estate and Trust Specialist deepens client relationships, delivers exceptional estate and tax planning services to Vanguard's highest-net-worth and most complex clients, and influences wealth planning strategy. This role serves...TaxFull time
- ...As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps clients navigate complex... ...hourly rate, and an incentive plan that rewards your impact as you build... ...environment Required Qualifications ~ Successful completion of the H&R Block Tax...TaxHourly payWork at officeLocal area
- As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team within... ...investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class...TaxFull timeWork experience placementWork at officeRemote workRelocation package
- ...About the Role As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients navigate complex... ...hourly rate, and an incentive plan that rewards your impact as you build... ...Required Qualifications Successful completion of the H&R Block Tax Knowledge...TaxHourly paySeasonal workWork at officeLocal area
$100k
...energized by complex planning, meaningful client relationships... ...to grow into a trusted lead advisor.This role... ...liquidity events, succession planning, and multi-generational... ...planningTrust and estate structuring (in coordination with attorneys)Income tax-aware planning (in...TaxTemporary workApprenticeshipWork experience placementPrivate practiceWork at office- SEI is seeking a Senior Attorney to join its Asset Management Legal team... ...strategic initiatives. The successful candidate will be a practical,... ...portfolios, UMA and SMA frameworks, tax-managed strategies, ETFs,... ...-being, a strong retirement plan, tuition reimbursement, support...TaxFull timeFlexible hours
- ...Our partner is looking for Attorneys in Media, PA. This growing elder law, estate planning, and special needs planning practice is expanding and is hiring for two... ...Attorney. The practice goes beyond a traditional trusts and estates focus — the team handles sophisticated...Full timeWork at officeRelocation package
$175k - $225k
...complex transactions, advise sophisticated clients, and grow your tax practice with a collaborative Devon law firm. Salary: $175,00... ...throughout the Philadelphia region and nationally. Our attorneys combine sophisticated legal capabilities with the collaboration...TaxLocal area- ...practice to the collection of unpaid real estate taxes and municipal utility fees. PLA... ...their taxes and fees. Job Summary: Attorney will work as part of a team which includes... ...employees) ~401(k) Retirement Investment Plan with Employer Match ~ Paid Time Off &...TaxFull timeWork at officeFlexible hours
$152.25k - $243.6k
...NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a... ...and integrity, millions of customers trust our solutions and service to help... .../or insurance agents do not provide tax, accounting or legal advice. Lincoln...TaxContract workWork experience placement3 days per week
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