Menu
Log in

Philadelphia Estate Planning Council

Career Center

  • Home
  • Career Center

Current Job Postings

<< First  < Prev   1   2   Next >  Last >> 
  • Tuesday, May 06, 2025 2:19 PM | Anonymous

    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.

  • Tuesday, April 29, 2025 7:00 PM | Anonymous

    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).

  • Wednesday, March 19, 2025 2:54 PM | Anonymous

    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.

  • Wednesday, January 22, 2025 1:29 PM | Anonymous

    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

  • Thursday, January 09, 2025 1:45 PM | Anonymous

    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.

  • Wednesday, November 13, 2024 12:06 PM | Anonymous

    Job Position:  Trust and Estate Administration Paralegal or Accountant

    Job Location: West Conshohocken, PA

    Company: Heckscher, Teillon, Terrill & Sager

    Job Description:

    Click here for details


  • Wednesday, November 13, 2024 12:05 PM | Anonymous

    Job Position:  Litigation Attorney

    Job Location: West Conshohocken, PA

    Company: Heckscher, Teillon, Terrill & Sager

    Job Description:

    Click here for details


  • Wednesday, November 13, 2024 12:04 PM | Anonymous

    Job Position:  Trusts and Estates Associate

    Job Location: West Conshohocken, PA

    Company: Heckscher, Teillon, Terrill & Sager

    Job Description:

    Click here for details


  • Monday, October 14, 2024 1:12 PM | Anonymous

    Job Position:  Trust Administrator

    Job Location: Newark, DE

    Company: J.P. Morgan

    Job Description:

    Click here for details

  • Monday, October 14, 2024 1:10 PM | Anonymous

    Job Title: Trust Officer

    Location: Newark, DE

    Company: J.P. Morgan 

    Job Overview:

    Click here for details.

<< First  < Prev   1   2   Next >  Last >> 

Post a Position

Employers can post a job position to hundreds of qualified professionals involved in estate planning in the Philadelphia area. 

To list a posting for up to three months, the cost is $100.00 for members and $200.00 for non-members.   Submit payment below by clicking on "Job Posting" and then email the job information to staff@philaepc.org.  Please allow up to 24 hours for a job to be posted.

Calendar

Platinum Sponsors



 


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

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

Powered by Wild Apricot Membership Software