Estate and Trust Attorney, LLM in Taxation

3 weeks ago


Philadelphia, United States NexWealth Full time

Company Overview:

NexWealth, a private wealth management firm/multi-family office, is currently looking for an experienced Estate & Trust Attorney with an LLM in Taxation to work closely with high net worth clients and their outside counsel. Working as part of our multi-family office team, you must possess superior communication skills and attention to detail, as well as a relentless intellectual curiosity and drive to excel at the highest level in delivering the best service to our clients. This position will be onsite and based out of the firm’s Philadelphia location.  

 

Responsibilities:

· Estate planning design

· Complete estate review

· Estate planning implementation

· Working with business owners

· Educational seminars

· Publishing whitepapers

 

Qualifications:

· Bachelor's Degree

· JD + LLM in Taxation (required)

· Experience working with estates and trusts

· Ability to design and clearly articulate planning techniques to clients and prospects

· Must be comfortable communicating with clients & have strong interpersonal skills

· Must be organized with strong attention for detail

· Ability to work independently, yet possess flexibility to work well within a team

· Working knowledge about federal tax law

· Required Minimum experience: 3 - 5 years 

 

About the Firm:

NexWealth is a multi-family office formed out of client demand for a personalized family wealth management

experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions. NexWealth has locations in Philadelphia and Palm Beach Gardens Florida. 

 

___________

 

NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.



  • Philadelphia, United States NexWealth Full time

    Company Overview:NexWealth, a private wealth management firm/multi-family office, is currently looking for an experienced Estate & Trust Attorney with an LLM in Taxation to work closely with high net worth clients and their outside counsel. Working as part of our multi-family office team, you must possess superior communication skills and attention to...


  • Philadelphia, Pennsylvania, United States gpac Full time

    Seeking a motivated and enthusiastic professional to join our tax team as a Trust and Estates Tax Principal/Partner.The law firm offers in a unique, highly collaborative environment and as tax Principal/Partner you will interact with colleagues at all levels, manage client relationships, manage client relationships, present at internal seminars, and support...


  • Philadelphia, United States Ascension Global Staffing & Executive Search Full time

    Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...


  • Philadelphia, United States Wegman Full time

    Job DescriptionJob DescriptionOur client is a growing regional law firm that is looking to expand their Trusts and Estates practice group. Interested candidates should have at least 8 years of trusts and estates experience. A PA and NJ Bar admission is required. Individual can work from Philadelphia or South Jersey office. Candidate's should have...


  • Philadelphia, Pennsylvania, United States gpac Full time

    Real Estate Attorney with Established Book of Business Reputable law firm is seeking an experienced Real Estate Attorney with a well-established book of business to join their team. The ideal candidate will have a strong network of clients and referral sources in the real estate industry and the ability to manage their caseload within their perspective...


  • Philadelphia, United States Lateral Link Full time

    National elite firm is looking for a Trust and Estates Paralegal to join their team.Must have knowledge of estates and trusts, estate planning and an understanding of probate and tax laws.Requirements:Bachelor's degree and/or Paralegal certificateAt least 5 years of estate planning experience as a ParalegalApply to Bridgeline Solutions today!


  • Philadelphia, United States Lateral Link Full time

    National elite firm is looking for a Trust and Estates Paralegal to join their team.Must have knowledge of estates and trusts, estate planning and an understanding of probate and tax laws.Requirements:Bachelor's degree and/or Paralegal certificateAt least 5 years of estate planning experience as a ParalegalApply to Bridgeline Solutions today!


  • Philadelphia, United States Lateral Link Full time

    National elite firm is looking for a Trust and Estates Paralegal to join their team.Must have knowledge of estates and trusts, estate planning and an understanding of probate and tax laws.Requirements:Bachelor's degree and/or Paralegal certificateAt least 5 years of estate planning experience as a ParalegalApply to Bridgeline Solutions today!


  • Philadelphia, United States Top Tier Reps LLC Full time

    We have an opening in the Philadelphia, PA office for a tax controversy associate in our Litigation Department. The ideal candidate will have two to seven years of relevant experience, a Juris Doctorate (JD) and LLM in Taxation required. Must be licensed to practice law in the Commonwealth of Pennsylvania.Knowledge, Skills, & Abilities:● Strong research,...


  • Philadelphia, United States Top Tier Reps LLC Full time

    Job DescriptionJob DescriptionWe have an opening in the Philadelphia, PA office for a tax controversy associate in our Litigation Department. The ideal candidate will have two to seven years of relevant experience, a Juris Doctorate (JD) and LLM in Taxation required. Must be licensed to practice law in the Commonwealth of Pennsylvania.Knowledge, Skills, &...

  • Patent Attorney

    2 weeks ago


    Philadelphia, United States Marsden Full time

    Our client is seeking an experienced IP/Patent Attorney to join their team in the Middle East.The roleManaging outside counsel in the preparation and prosecution of patent applicationsPatent portfolio managementProviding IP education to clients on various IP-related topicsProviding legal advice in the areas of patent portfolio strategiesDraft and negotiate...

  • Patent Attorney

    6 days ago


    Philadelphia, United States Marsden Full time

    Our client is seeking an experienced IP/Patent Attorney to join their team in the Middle East.The roleManaging outside counsel in the preparation and prosecution of patent applicationsPatent portfolio managementProviding IP education to clients on various IP-related topicsProviding legal advice in the areas of patent portfolio strategiesDraft and negotiate...


  • Philadelphia, PA, United States BDO International Full time

    Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties:Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners’ individual returns, which may include estates,...

  • Attorney at Law

    4 weeks ago


    Philadelphia, United States Philadelphia Law Firm Full time

    Job DescriptionJob DescriptionPlaintiff's catastrophic injury firm is looking for a motivated Trial Attorney with 3+ years experience as 1st or 2nd chair of highly complex injury and/or medical malpractice cases.To succeed as an Attorney, you should be knowledgeable, attentive, and proactive. You should also be an excellent communicator, negotiator,...

  • Associate Attorney

    4 weeks ago


    Philadelphia, United States Hohn and Scheuerle Full time

    Job DescriptionJob DescriptionJoin our tight-knit legal team at Hohn & Scheuerle. We are a litigation defense firm representing clients in a number of areas including personal injury, premises liability, insurance, construction, rental car, and the Federal Employers’ Liability Act (FELA). As an attorney in our small firm, you'll have the chance to make...

  • Litigation Attorney

    4 weeks ago


    Philadelphia, United States Hohn and Scheuerle Full time

    Job DescriptionJob DescriptionJoin our legal team at Hohn & Scheuerle, a distinguished litigation defense firm serving clients across diverse sectors in Philadelphia, PA. As a pivotal member of our firm, you will navigate complex legal landscapes while championing the interests of our clients in areas such as personal injury, premises liability, insurance,...

  • Litigation Attorney

    1 month ago


    Philadelphia, United States White and Williams LLP Full time

    Job Description The Philadelphia office of White and Williams LLP is seeking an attorney to join the Healthcare Practice Group in the Litigation Department. Ideal candidate will have at least 3 years of experience at the bar which includes some healthcare/medical malpractice litigation. PA Bar admission required; NJ Bar admission strongly desired.  We...

  • Associate Attorney

    4 weeks ago


    Philadelphia, United States Rowland Personnel Recruiting and Staffing Full time

    Job DescriptionJob DescriptionWe are seeking a highly motivated and experienced Associate Attorney for our client, a well-established law firm in Philadelphia, PA. The ideal candidate will have a minimum of 2-5 years of experience. Some insurance defense experience required as well as casualty and general liability.Responsibilities:Manage a caseload from...


  • Philadelphia, United States White and Williams LLP Full time

    Job Description White and Williams LLP, a large multi-practice law firm with a sophisticated team of finance attorneys, is seeking an associate with at least 3 years of commercial finance lending experience.  Ideal candidate will have experience in secured, lender side, asset based and cash flow deals. Associate will be based in the firm’s...


  • Philadelphia, United States Grant Thornton Full time

    As the Corporate Tax Senior Manager, you’ll be a member of our Corporate Tax Solutions Family and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting (either tax provision preparation or audit support) projects. The Corporate Tax Solutions Family generally has the primary tax relationship with the client, and you...