- Robert Half Legal (Cinnaminson, NJ)
- …* Proficiency in Litigation Attorney practices is required * Demonstrated expertise in Estate Planning and Estate Law * Familiarity with Trusts and ... Description We are in search of an Associate Attorney to join our client's legal team as...representing clients in legal proceedings, managing Elder Law and Estate Planning cases, and leading a team.… more
- Robert Half Legal (Cinnaminson, NJ)
- Description We are seeking a Trust and Estate Attorney /Lawyer in the Legal industry, based in Cinnaminson, New Jersey. This role offers a short term contract ... valid license to practice law in the state * In-depth understanding of estate law and estate planning * Excellent written and verbal communication skills *… more
- Fox Rothschild LLP (Blue Bell, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA office. ... and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +...authority, provide written or verbal summary to the supervising attorney . **Skills and Abilities** + Excellent written and verbal… more
- JPMorgan Chase (Newark, DE)
- …families. Job Responsibilities : + Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument and applicable law to ... + Assist Trust Officer to partner with client's other advisors ( attorney , accountant); highly respected by external professional advisor community. + Develop,… more
- Deloitte (Philadelphia, PA)
- …of financial services sectors including banking, private equity, hedge funds, real estate funds, mutual funds, and insurance companies. Our national team is part ... developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation-all...services tax compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance… more
- Deloitte (Philadelphia, PA)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (Philadelphia, PA)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (Philadelphia, PA)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of… more
- Deloitte (Philadelphia, PA)
- …local property tax engagements including property tax compliance, advisory services, planning , and controversies. + Identifying client needs and working with ... business restructuring or due diligence projects such as real estate transfer tax. + Managing engagement profitability, billings to...the CPA + If not CPA eligible: + Licensed attorney + Certifications: + CMI (Certified Member of the… more
- Deloitte (Philadelphia, PA)
- …you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater ... process. + Assisting with tax consulting projects including tax planning , restructuring, and due diligence + Assisting with engagement...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Ability to travel up… more
- Deloitte (Philadelphia, PA)
- …valuable member on tax engagements and provide state and local property tax planning , consulting, and compliance services to a diverse client base in various ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + CMI (Certified...(American Society of Appraisers) + CRE (Counselor of Real Estate ) + CCIM (Certified Commercial Investment Member) + Licensed… more
- Deloitte (Philadelphia, PA)
- …Services (MTS) group, you will provide state and local property tax planning , consulting, and compliance services to multiple clients within various industries. You ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + CMI (Certified...(American Society of Appraisers) + CRE (Counselor of Real Estate ) + CCIM (Certified Commercial Investment Member) + Licensed… more
- Vanguard (Malvern, PA)
- …related work experience, paralegal/legal and regulatory experience in the trust and estate planning industry preferred. + Undergraduate degree or equivalent ... risk analysis and preparation of legal documents and engagement with states' attorney general's offices, where needed. + Coordinates trust accountings. + Advise on… more
- The Salvation Army (Philadelphia, PA)
- …accounting, finance, and personnel functions, as well as oversees the strategic planning and evaluation of these operations, ensuring they are effective, efficient, ... and approve Contracts through the Contracts Database. + Review and approve estate distributions and withdrawals through the Estates Database. + Review and approval… more
- Deloitte (Philadelphia, PA)
- …you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater ... corporate tax returns + 4+ years' experience providing tax planning services and 2+ years' experience with investment management...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Ability to travel up… more