- Robert Half Legal (Philadelphia, PA)
- …environment, focused on providing comprehensive legal services in asset protection, estate planning , business succession, and trust administration for ... Description Trust & Estate Associate Attorney - Center City,...strategic solutions. Key Responsibilities + Manage a variety of estate planning , probate, and trust administration cases,… 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
- Robert Half Legal (King Of Prussia, PA)
- …mentorship, and enjoy a dynamic, supportive work culture. Key Responsibilities: + Draft estate planning documents and actively assist in estate ... Prussia, PA, is seeking a Trusts and Estates Associate Attorney to join their growing team. With a focus...be licensed in Pennsylvania (PA). + Strong understanding of estate planning , tax-exempt and charitable planning… 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)
- …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)
- …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)
- …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
- 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
- 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
- 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