- Deloitte (Grand Rapids, MI)
- …federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who ... has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an… more
- Comerica (Farmington Hills, MI)
- …colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration.Responsibilities: New Business Review: ... includes a review of state statutes, overall knowledge of trust and estate administration, an understanding of...degree from an accredited university + 7 years of experience in Fiduciary Services within trust and… more
- Deloitte (Midland, MI)
- …(CFP) + Bachelor's degree in accounting, finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (Grand Rapids, MI)
- …+ Bachelor's degree in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...2 - 3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience ... ensures that actions and behaviors drive a positive customer experience . While operating within the Bank's risk appetite, achieves...spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the… more