Philadelphia Estate Planning Council

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  • Monday, November 23, 2020 9:13 AM | Anonymous

    As a Regional Director, you will be responsible for managing the Private Wealth business and client experience and advancing the Wilmington-based regional office's growth strategy. You will serve as a key executive to The Glenmede Trust Company of Delaware (GTCDE). Key elements of these responsibilities include senior leadership of the regional Private Wealth team and market; overseeing the delivery of fully integrated Goals-Based Wealth Management to clients who have $5 million to $150+ million of investable assets; enhancing service areas to ensure sustainable, competitive positioning; directly managing a select number of client relationships, and actively representing Glenmede in the industry and community at large. 

    Click here to download the full job posting.

  • Monday, August 24, 2020 11:19 AM | Anonymous

    Ballard Spahr LLP a national law firm with over 650 lawyers in 15 offices across the country is seeking a tax accountant to prepare and oversee the tax filings for clients of our Private Client Services practice. The tax accountant must have substantial experience in the preparation of Federal, State and Local tax returns, including in particular fiduciary, individual and partnership tax returns, partnership accounting, and in calculating individual estimated tax payments. The selected individual will keep abreast of relevant tax law developments and changes.

    Substantial tax return preparation skills; excellent communication skills, strong analytical, organizational and problem solving skills; a keen attention to detail and accuracy; ability to establish a good rapport with clients; and the ability to set priorities and manage multiple deadlines in a fast paced environment.

    Qualified candidates will possess the following:

    • Bachelor's degree in accounting and have a minimum of five years of relevant experience, preferably in a law firm or other professional services environment;
    • Working knowledge of Microsoft Office programs;
    • Experience reviewing and supervising the work of others in the preparation of tax returns is required;
    • CPA or enrolled agent is preferred but applicants with extensive experience will be considered; and
    • Knowledge of ProSystems also preferred, as well as ability to master new software as needed.

    Must be willing to accept responsibilities that may demand a commitment of more than 40 hours per week, particularly in peak seasons. A flexible schedule is available during non-peak seasons. Diverse candidates are encouraged to apply.

    Ballard Spahr is not accepting resumes from search firms for this position.

    Excellent compensation, a comprehensive benefits package and a generous paid time off program is offered. For immediate consideration, please visit our career page and apply online.

    Ballard Spahr is an equal opportunity employer committed to fostering a culturally diverse environment. The firm encourages applications from a diverse pool of candidates, and all qualified applicants will receive consideration for employment without regard to race, ethnicity, religion, age, national origin, handicap or disability, citizenship, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity and expression, transgender status, sex stereotyping, genetic information, ancestry, veteran status or any other category protected by applicable law.

  • Tuesday, August 18, 2020 11:13 AM | Anonymous

    Heckscher, Teillon, Terrill & Sager, a boutique trusts and estates law firm in West Conshohocken, Montgomery County (immediately adjacent to Philadelphia, Pennsylvania) seeks a full-time associate with three to five years’ experience.

    We are a firm of twenty attorneys, including nine ACTEC fellows, and seven paralegals, and our practice is among the largest in the Commonwealth of Pennsylvania.

    Our high-end practice focuses on matters pertaining to estate and tax planning, estate settlement, trust administration, gift tax planning, closely-held business planning, estate and trust litigation, charitable planning, and guardianships, special needs trusts and settlement trusts.

    Our ideal candidate will have experience in a large firm or boutique setting with a practice focused on trusts and estates, and will have strong attention to detail, ability to work independently, good organization skills and excellent communication skills.

    We offer a competitive salary and generous benefits package including health and dental insurance, generous 401(k) matching, PTO, disability and life insurance. We pride ourselves on having a collegial and cooperative working environment.

    Email cover letter, resume and law school transcript to: We are not accepting resumes from search firms at this time.

    For more information on our firm, visit our website at:

  • Thursday, April 30, 2020 8:55 AM | Anonymous

    Faegre Drinker, an Am Law 50 law firm, is searching for a Paralegal to join our Private Client team in Philadelphia. As a private client paralegal, you will support experienced lawyers in all aspects of estate administration, from inception through termination. This position will work with other talented individuals who share a passion for doing great work in the best interest of our clients.

    What you would do in this job:

    • Establish close rapport with client and beneficiaries to ensure positive and cooperative working relationship during the course of the estate administration
    • Prepare probate and administration documents for formal and informal proceedings
    • Collect, analyze and organize decedent’s financial records, including tax returns, intervivos trust agreements, gift tax returns and financial statements
    • Value decedent’s assets at the date of death and the applicable alternate value date(s) and determine liabilities of the estate
    • Prepare required documents in connection with release of federal and state estate tax liens on real property and prepare Executor’s deeds
    • Consider post-mortem estate planning and prepare disclaimer documents
    • Prepare U.S. and non-resident estate tax and inheritance tax returns
    • Prepare required documents in connection with the distribution of general and specific bequests, interim and residuary distributions and finding of testamentary trusts
    • Compile materials required in connection with an audit of estate and/or inheritance tax returns
    • Prepare and file Accountings and related settlement documents
    • Assist attorneys, as needed, in connection with drafting Wills, other estate planning documents and estate litigation documents
    • Special projects and duties, as assigned

    Company Benefits:

    • Encouragement to prepare for future responsibilities and career success by pursuing in-firm and off-site professional and educational opportunities
    • Opportunities to contribute to the health and vitality of the communities where we live and work through our tradition of pro bono, volunteerism and philanthropy
    • On-site gym and cafeteria
    • 35-hour work week with a one-hour lunch break
    • Business casual attire
    • Professional environment and the opportunity to work with experts at the top of their fields
    • Variety of health plan options, as well as dental and vision plans
    • Generous vacation and sick days
    • Convenient location in Center City

    Position Expectations:

    • Experience in tracking billable time
    • Ability to manage workflow and work under tight deadlines and other time constraints with competing and shifting priorities
    • Excellent interpersonal, written and verbal communication skills
    • Ability to work independently while effectively working as part of a team
    • Strong research and investigative skills
    • Ability to problem solve and maintain good judgment and strict confidentiality
    • Ability to accept ownership of projects and successfully drive the project tasks on a daily basis
    • Positive and professional demeanor

    Job Requirements:

    • Bachelor’s degree or equivalent experience required; paralegal certificate strongly preferred
    • 5+ years of experience in trusts and estates required
    • Experience as a paralegal in a law firm strongly preferred
    • Previous experience with a variety of tax programs, including programs for estate and inheritance tax, fiduciary income tax, estate tax, and securities evaluations
    • Proficiency in the Microsoft Office Suite (Outlook, Word, Excel, etc.)

    URL to apply:

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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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