Trust & Estate Planning Associate

Blue Bell, PA; Philadelphia, PA

Description: With bold growth in recent years, Fox Rothschild brings together 1,000 attorneys coast to coast. We offer the reach and resources of a national law firm combined with the personal touch and connections of a boutique firm. We are invested in ensuring our associates receive enriching experiences and collaborative opportunities that will propel them forward in their career development.

We have an opening in the Blue Bell, Bell and Philadelphia, PA office offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal candidate will have two to five years of relevant experience.

Qualifications: Juris Doctorate (JD) required. Must be licensed to practice law in the Commonwealth of Pennsylvania.

Knowledge, Skills, & Abilities:

• Strong research, writing skills, and academic record.
• Experience in trusts and estate planning, administration, and taxation (including for high net-worth individuals and sophisticated estates).
• Experience in research, analysis, drafting documents for the implementation of estate plans, as well as preparation and/or review of tax returns (including the preparation of Federal estate tax returns) and other documents related to planning structures.
• Experience planning for family-owned businesses and life insurance structures.
• LLM in Taxation would be helpful but not required.

Work Environment & Physical Demands

• This job operates in a clerical, office setting. This role routinely uses standard office equipment including, but not limited to computers, telephones, printers, and copiers.

Physical Requirements

• Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.

Visual Acuity

• Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

Compensation & Benefits

• For information on Fox Rothschild?s compensation and benefits visit: Compensation & Benefits (foxrothschild.com).

DISCLAIMER

Fox Rothschild is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.

The above is intended to describe the general content of and requirements for the performance of this job. It is not a contractor employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position.

Blue Bell, PA; Philadelphia, PA

Description: With bold growth in recent years, Fox Rothschild brings together 1,000 attorneys coast to coast. We offer the reach and resources of a national law firm combined with the personal touch and connections of a boutique firm. We are invested in ensuring our associates receive enriching experiences and collaborative opportunities that will propel them forward in their career development.

We have an opening in the Blue Bell, Bell and Philadelphia, PA office offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal candidate will have two to five years of relevant experience.

Qualifications: Juris Doctorate (JD) required. Must be licensed to practice law in the Commonwealth of Pennsylvania.

Knowledge, Skills, & Abilities:

• Strong research, writing skills, and academic record.
• Experience in trusts and estate planning, administration, and taxation (including for high net-worth individuals and sophisticated estates).
• Experience in research, analysis, drafting documents for the implementation of estate plans, as well as preparation and/or review of tax returns (including the preparation of Federal estate tax returns) and other documents related to planning structures.
• Experience planning for family-owned businesses and life insurance structures.
• LLM in Taxation would be helpful but not required.

Work Environment & Physical Demands

• This job operates in a clerical, office setting. This role routinely uses standard office equipment including, but not limited to computers, telephones, printers, and copiers.

Physical Requirements

• Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.

Visual Acuity

• Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

Compensation & Benefits

• For information on Fox Rothschild?s compensation and benefits visit: Compensation & Benefits (foxrothschild.com).

DISCLAIMER

Fox Rothschild is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.

The above is intended to describe the general content of and requirements for the performance of this job. It is not a contractor employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position.