Career Center

You are an experienced and prudent wealth planner with tremendous empathy. You can have conversations with clients about what truly matters in their lives, and you know how to line up, protect, and grow their assets to provide for rainy days and bright futures. Data-based and tech savvy, you have the know-how to make wealth planning crystal clear for clients on paper, plus you have skills to connect with clients in person and help them deeply understand how to add value to their financial lives. Furthermore, your knowledge base and wealth planning acumen are so sharp . . . that you are in high demand; all of your colleagues want you to work with their clients!

POSITION DESCRIPTION

The Wealth Planning Team at The Haverford Trust Company is responsible for tailoring customized financial and estate plans to a client’s unique financial situation and goals. The Wealth Planner reports to and partners closely with the VP, Director of Wealth Planning. The primary responsibilities of the Wealth Planner are to manage and serve our existing clients’ wealth planning needs and to nurture new relationships. This position requires frequent client interaction as well as close collaboration with internal contacts at all levels of the organization.

ABOUT HAVERFORD TRUST

The Haverford Trust Company was founded in 1979, and our commitment to quality remains the cornerstone of our success. The Haverford Quality Investing® philosophy is supported by the expertise and integrity of our people, not to mention the reputation and track record of our company. As of December 31, 2025, we had $16.4B in assets under management or consultation.

While Haverford has experienced significant growth in recent years, our commitment to strong company culture has never wavered. With a company-wide Monday Morning Meeting to kick off the week, monthly happy hours and events, informal breakfasts with the President and CEO, Haverford has a powerful and unique culture. Meet our team, and you will quickly see that every person is aligned with Haverford’s core values of quality, integrity, respect, discipline, community, and optimism!

CLICK HERE FOR MORE INFORMATION AND TO APPLY

Gadsden Schneider & Woodward LLP is a boutique trust and estate law firm serving high-net-worth individuals and families. We are seeking an experienced Associate Attorney with substantial estate administration experience - including preparation and oversight of Pennsylvania inheritance tax returns (PA-1500) and Federal Estate Tax Returns (Form 706) - to manage sophisticated estate and trust matters from inception through closing.

This position offers significant responsibility, professional autonomy, direct client engagement, and the opportunity to serve in a leadership role within a highly collaborative and respected firm.

Position Overview

The Associate Attorney will play a central role in the firm's estate and trust administration practice. The successful candidate will independently manage complex taxable and non-taxable estate matters, serve as a primary advisor to fiduciaries and beneficiaries, and provide technical guidance on estate and inheritance tax compliance.

This role also includes mentoring and supervising junior paralegals within the estate administration team, helping to develop internal processes and maintain the firm's high standards of accuracy and service.

Primary Responsibilities

• Independently manage the administration of estates and trusts from opening through closing.
• Prepare and/or supervise the preparation of Pennsylvania inheritance tax returns (PA-1500) and Federal Estate Tax Returns (Form 706).
• Provide substantive legal analysis regarding estate tax elections, valuation issues, and post-mortem planning opportunities.
• Draft probate petitions, court filings, accountings, and closing documents.
• Serve as a primary point of contact for fiduciaries, beneficiaries, financial institutions, and advisors.
• Coordinate with accountants, financial advisors, appraisers, and court personnel to ensure timely and accurate filings.
• Identify and resolve complex administrative or tax issues proactively.
• Mentor and supervise junior paralegals, providing training and oversight to ensure high-quality work product.
• Track deadlines, manage workflow, and maintain efficient administration systems.

Qualifications

• J.D. from an accredited law school and admission to practice in Pennsylvania (or eligibility for prompt admission).
• Minimum of 3–6+ years of law firm experience in estate and trust administration, including significant experience with PA-1500 and Form 706 preparation.
• Demonstrated ability to manage estate matters independently from beginning to end.
• Strong understanding of federal and Pennsylvania estate and fiduciary income tax principles.
• Exceptional organizational skills and attention to detail.
• Professional judgment, client-facing confidence, and strong written and verbal communication skills.
• Interest in long-term growth within a boutique trust and estate practice.

Why Join Gadsden Schneider & Woodward

• Highly respected boutique firm focused exclusively on estate planning, trust administration, and wealth preservation.
• Collegial, professional, and supportive firm culture.
• Meaningful client work with high-level responsibility.
• Opportunity to build technical depth in sophisticated estate tax matters.
• Competitive compensation and benefits, commensurate with experience.
• Long-term growth opportunity for a committed professional.

Interested? Please submit your resume, cover letter, and desired salary to klaughman@gsw-llp.com for consideration.

Gadsden Schneider & Woodward LLP is a boutique trust and estate law firm serving high-net-worth individuals and families. We are seeking an experienced Estate Administration Paralegal to manage sophisticated estate and trust matters from inception through closing.

This position offers meaningful responsibility, professional autonomy, direct client engagement, and the opportunity to become a valued long-term member of a highly collaborative and respected firm.

Position Overview

The Estate Administration Paralegal plays a central role in the firm's estate and trust administration practice. The successful candidate will independently manage complex matters, serve as a primary point of contact for clients and fiduciaries, and ensure all aspects of administration are handled efficiently, accurately, and with exceptional service.

Primary Responsibilities

• Serve as the primary point of contact for clients, beneficiaries, fiduciaries and financial institutions, providing clear communication and exceptional service throughout the administration process.
• Independently manage the administration of estates and trusts.
• Draft probate petitions, notices, correspondence, and closing documents.
• Identify and gather estate assets; prepare and maintain detailed inventories.
• Prepare Pennsylvania inheritance tax returns, federal estate tax returns, and fiduciary accountings.
• Maintain financial records used in the preparation of tax returns and accountings.
• Coordinate with attorneys, accountants, financial advisors, and court personnel to ensure timely and accurate filings.
• Track deadlines, manage workflows, and proactively identify issues before they arise.

Qualifications

• Minimum of 5 years of direct experience in estate and trust administration, including managing matters independently from beginning to end.
• Bachelor's degree, paralegal certificate, or equivalent professional experience.
• Strong proficiency with Microsoft Word, Excel, and Outlook.
• Experience with fiduciary accounting software (Lackner preferred).
• Exceptional organizational skills, attention to detail, and ability to manage multiple matters simultaneously.
• Professional communication skills and a high level of client service orientation.
• Ability to work independently while contributing as part of a collaborative team.

Why Join Gadsden Schneider & Woodward

• Highly respected boutique firm focused exclusively on estate planning, trust administration, and wealth preservation.
• Collegial, professional, and supportive firm culture.
• Meaningful client work with high-level responsibility.
• Competitive compensation and benefits, commensurate with experience.
• Long-term growth opportunity for a committed professional.

Interested? Please send your resume with a cover letter and your desired salary to klaughman@gsw-llp.com.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Estate Settlement Officer to join our Wealth Management team. This role could be located in Philadelphia, PA, Pittsburgh, PA, or Greenville, DE.

Click here for the full job 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.

We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.

Click here for the full job description and to apply.

Bessemer Trust’s Delaware bank has an opening for a Trust Officer in its Wilmington office. The office supports Ultra High Net Worth clients, and has grown since its formation in 2004, to administer more than 1,700 trusts with more than $120 billion in assets under supervision. As a result of Delaware’s unique trust laws and the related unusual assets held in these trusts, the work is heavily transactional. The ideal candidate would be comfortable with complex transactional work and be comfortable learning advanced concepts in tax law. JD Required. We are receptive to candidates who are transitioning from the practice of law with transferrable skills (outstanding attention to detail, well-honed issue spotting and risk management sensitivity, curiosity and a knack for solving challenging transactional puzzles), and will train the exceptional candidate. A full job description can be found at https://www.bessemertrust.com/careers-at-bessemer . Please feel free to apply online or contact Julia Coombs directly (302-230-2685 / coombs@bessemer.com).

Stradley Ronon Stevens & Young, LLP, is seeking to hire a Trusts & Estates Paralegal to be based out of our Malvern office. Our ideal candidate will have strong organizational, communication and analytical skills, excellent attention to detail, a client service orientation, and a proactive “can do” attitude. Stradley Ronon offers law firm professionals an attractive blend of interesting substantive work, supportive colleagues, and an unparalleled culture. We offer a competitive compensation and benefits package.

Responsibilities include, but are not limited to:

• Independently administer complex estates and trusts;
• Identify and marshal estate assets, and perform other probate functions required to administer estates through final settlement;
• Maintain financial records for use in preparing tax returns and fiduciary accountings;
• Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax returns;
• Prepare fiduciary accountings for estates and trusts;
• Prepare various projections and calculations used for financial, tax, and estate planning purposes; and
• Prepare Receipt and Release Agreements, Schedules of Distribution, and related documentation, for informal settlement of estates and trusts.

Qualifications:

• Bachelor’s degree and paralegal certificate preferred;
• A minimum of 5 years of experience as a Trusts & Estates Paralegal;
• Strong accounting background;
• Experience with accounting and tax preparation software, such as GEMs, Zane, or ProSystem fx; and
• Able to communicate effectively in writing and orally.

Click here for more information and to apply.

NexWealth is a boutique, registered investment adviser/multi-family office and is currently seeking an Estate and Trust Attorney with an LLM in Taxation that meets the criteria below. This individual will work in the firm's Philadelphia office and must have prior estate and trust experience. If you are a passionate, experienced attorney looking to join our dynamic team, we encourage you to apply.

Click here to download the full job description

The Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration. This position may work with other officers on large, complex family relationships and also support specialized fiduciary, compliance and illiquid asset functions for the business unit.

Click here for more information and to apply.