- 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 ... Working knowledge of estate planning laws * Experience creating estate plans and trust documents * Proficient in all Microsoft office programs * Excellent… 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)
- …having their voices heard. With UMB Loan Administration; the REG (Real Estate Group) Commercial Loan Closing Coordinator associates focus their work toward non-owner ... occupied commercial real estate loans to ensure all closing requirements are gathered,...review of loan documentation for both internal documentation and attorney prepared documentation and work with loan accounting teams… more
- Deloitte (Midland, MI)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Grand Rapids, MI)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… 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 and ... to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One… more