Lawyer Personal Planning Jobs in Philadelphia

Criminal Justice Instructor Duties: Teach assigned courses in a manner that facilitates student learning and mastery of course material. Participate in course and curriculum development, program and course assessment, student advisement, ..

Admissions Counselor Duties: Will work closely with the Assistant Dean for Admissions to actively recruit applications from a national applicant pool. Will assist in the dissemination of information, recruitment strategy, evaluation, ..

Gift and Estate Planning Coordinator 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 ..

... on quarterly and year-end tax planning and projections. Provide tax solutions ... fund investments, intra-family gifting and planning, deferred compensation, and related technical ... law changes. Responsible for engagement..

Mergers & Acquisitions (M&A) Tax Manager The candidate will develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, ..

Valuation Senior Manager The candidate will assist domestic and global clients in numerous industries, including energy, healthcare, technology, real estate, hospitality, consumer and industrial products, telecommunications, and financial services, among others. ..

Senior Trust Officer The candidate coordinates and reviews trust agreements for personal and corporate trust accounts. In this role, will closely interaction with clients, accountants, attorneys and other intermediaries, as a ..

Trust Administration Officer I Duties: Responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance ..

Director, Gift Planning The candidate will manage a ... provide technical expertise and gift planning assistance to donors and their ... implementation of a comprehensive Gift Planning marketing program including..

Deputy General Counsel, Privacy and Legal Information Security The candidate will report to the firm's Chief Privacy Officer, with dotted line reporting to the Senior Vice President and General Counsel for ..

Tax-Merger & Acquisition Director Duties: Responsible for the delivery of a full range of M&A Tax services to various clients in a wide variety of industries. Interacting closely with the firm’s ..

Proposal Specialist Duties: Working under the direction of senior Business Development leaders, will work to expand our firm's impact by playing a key role in generating new business across one ..

Vice President Quality Assurance And Compliance The candidate will lead the NA Claims Quality Assurance and Compliance teams; Develop and execute the NA Claims Quality Assurance and Compliance strategy; Develop and ..

Trust Advisor The candidate manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the client’s needs and goals. ..

International Tax Senior Manager Duties: Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and complete international tax projects in a wide variety of industries; provide ..

Data Risk VP - Governance, Policy and Strategy The candidate will assist in executing a functional strategy within ORM – Data Management this includes determining the approach to implementation, accountability for ..

... income, estate, and gift tax planning strategies to the high net ... of industries; provide innovative tax planning, consulting, and compliance expertise to ... market, sell, design, and implement..

... issues to develop effective tax planning strategies. Open to all types ... significant tax, business or financial planning experience. A CPA certification or ... understanding of estate and wealth..

Research Librarian The candidate will join a Research Services team. Will report to the Senior Library and Research Manager. As an active member of the national Library team, the candidate, working ..

Property Tax Manager Duties: The candidate will be providing state and local property tax planning, consulting, and compliance services to multiple clients within various industries. Maintaining and developing strong client relationships ..

Tax Manager - Private Client Services The candidate will serve family offices, closely held businesses and their owners, ultra-high net worth individuals and their multi-generational families and private equity fund owners. ..

Personal Financial Services Tax - Manager - National The candidate will help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve ..

Research Librarian The candidate will join a Research Services team. Will report to the Senior Library and Research Manager. As an active member of the national Library team, the candidate, working ..