- Huntington National Bank (Birmingham, MI)
- …planning , with knowledge in basic concepts regarding estate and gift tax , estate planning , and trust administration Preferred Qualifications: + ... planning software packages + Ability to research specific tax and planning issues for client projects and external presentations + Building relationships… more
- Wipfli LLP (Southfield, MI)
- …products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/ estate tax matters. + Preparing written deliverables, such as emails, memos, ... in a timely manner, and meeting prescribed budgets and deadlines. + Performing estate tax calculations using Microsoft Excel, number crunchers or other available… more
- Wipfli LLP (Southfield, MI)
- …degree in Accounting + Active CPA license + 10+ years of experience in HNW tax planning , compliance, and consulting in public accounting + Deep understanding of ... laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal...Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with… more
- Wipfli LLP (Southfield, MI)
- …preferred. + Proficiency in financial reporting and analysis. + Strong planning , prioritization, and organizational skills. + Strong project management and ... firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its… more
- Deloitte (Grand Rapids, MI)
- …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax ...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Deloitte (Midland, MI)
- …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax ...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Deloitte (Detroit, MI)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with ... spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across all industries. In the… more
- Robert Half Finance & Accounting (Grand Rapids, MI)
- …returns. You will play a key role in managing client engagements, guiding tax planning and research efforts, and mentoring entry-level staff and interns. ... preparation and a proven ability to handle complex tax scenarios, including business, trust, estate , and...budgets and production goals are met. * Collaborate on tax planning strategies to optimize client outcomes… more
- Deloitte (Detroit, MI)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with ... spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across all industries. In the… more
- Deloitte (Detroit, MI)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation-all with the ... while maintaining a work-life balance. NFTS service lines provide tax planning and compliance support for the...+ Investment management industry experience (eg private equity, real estate , fund of funds, hedge funds) + Familiarity with… more