- Insight Global (Plainfield, MI)
- … Attorney for a law office based in Michigan. The Estate Planning Attorney leads estate planning and trust review workshops, and creates and reviews ... Bar in Michigan * Working knowledge of estate planning laws * Experience creating estate plans and trust documents * Proficient in all Microsoft office… more
- Robert Half Legal (Shelby Township, MI)
- …candidate will possess a strong background in commercial contracts, corporate law, and trust and estate tax work. Responsibilities: * Draft, review, and revise ... to ensure adherence to applicable laws. * Handle tax-related legal matters, including trust and estate tax planning and compliance. * Collaborate with internal… more
- UMB Bank (Lansing, MI)
- …excited to talk with you if:_** + If you have five years of Commercial Real Estate loan Coordinating experience + You demonstrate understanding of Article 9 + If ... having their voices heard. With UMB Loan Administration; the REG (Real Estate Group) Commercial Loan Closing Coordinator associates focus their work toward non-owner… more
- Deloitte (Midland, MI)
- …(CFP) + Bachelor's degree in accounting, finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...may be available + 5+ years of public accounting experience (at least 3 years in investment management) +… 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 (Birmingham, 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