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Gift and Estate Planning Specialist The candidate will manage the trusts and estates administration process for realized gifts, including review and interpretation of wills, trusts, accountings, and other estate documents; maintain ..
Trusts and Estates Paralegal The candidate will establish close ... during the course of the estate administration. Prepare probate and administration ... organize decedent’s financial records, including tax returns, intervivos..
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Trusts & Estates Paralegal Part-time The candidate will establish ... during the course of the estate administration. Prepare probate and administration ... organize decedent’s financial records, including tax returns, intervivos..
Real Estate Paralegal The candidate will work with ... will work with the Real Estate Chief Counsel and support the ... the company in developing real estate locations for its..
Trusts and Estates Paralegal The candidate will independently administer ... and trusts. Identify and marshal estate assets, and perform other probate ... records for use in preparing tax returns and..
Tax & Estate Paralegal The candidate should have a ... should have a college degree, paralegal certificate and/or 2+ years of ... of work experience as a paralegal in the..
Estates and Trusts Paralegal Duties: Preparation of probate administration ... and probate court. Prepare Gift Tax, Estate Tax, and Fiduciary income tax returns. Communicate with clients and ... relating to..
... records for use in preparing tax returns and fiduciary accountings. Assist ... and filing of fiduciary income tax, inheritance, and estate tax returns. Prepare various projections and ... and..
... role involves more than basic estate planning, focusing on complex tax mitigation and business succession. The ... state and federal income, gift, estate, and generation-skipping transfer tax issues.Oversee probate..
Estates Administration Legal Assistant Duties: Responsible for providing administrative support to attorneys for all aspects of estate planning and administration practice. Assist attorneys by producing well-prepared and accurate documents. Provide administrative ..
Seeking Paralegal – Trusts & Estates with 5+ years of experience in all phases of estate administration, including preparation and filing of death tax returns. Candidate must possess excellent communication skills, ..
Paralegal The candidate will be interviewing and advising clients faced with mortgage, title and real estate tax problems, both in person and over the phone. Evaluating a client’s situation and making ..
Legal Assistant - Private Client Services - Philadelphia The candidate processes original client documents including copying, scanning, creating (and updating) binders, transmitting documents to clients and preparing for vault storage; Maintains ..
Lawyer The candidate will be working in a small, team-based wills, estates, trusts and elder law practice that is client focused, strategic and helps appreciative clients to get their affairs in ..
... experienced, full-time trusts and estates paralegal Qualified Candidate Requirements: Minimum of ... preparation of Federal and State tax returns (706, PA-1500, 1041, PA-41) ... 1041, PA-41) 4-year degree or..
Document Recording Technician I Duties: Record and index documents in the Recorder of Deeds’ database using a Windows-based recording system. Examine incoming documents for recordability, indexing information, image quality and correct ..
... Trust Administrator manages trust and estate accounts in accordance with the ... Trust Manager. Work with the Tax Department and counsel on income, ... and counsel on income, gift,..
Corporate Transactional Paralegal Duties: Preparing ancillary legal documents ... financing statements; federal and state tax liens; furniture, fixtures and judgment ... pay off letters. Recording real estate lien documents and..
Real Estate Paralegal Duties: Coordinate due diligence for ... of commercial and residential real estate transactions, including acquisitions, dispositions, borrowings, ... Review and summarize UCC, judgment, tax and other lien..
Estates and Trust Paralegal The candidate should have experience ... should have experience preparing federal estate and gift tax returns and state inheritance tax returns. Fiduciary income tax return experience..
Estates Paralegal The candidate will be assisting ... attorneys in the preparation of estate and trust administration, Orphans’ Court ... including but not limited to estate, inheritance and income tax..