- Comerica (Farmington Hills, MI)
- …agency, IRA or charitable account. This position reviews notifications of death, wills, trusts , powers of attorney , and many other types of governing ... are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration.Responsibilities: New...+ 7 years of experience in Fiduciary Services within trust and estates + 5 years of… more
- Deloitte (Midland, MI)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Grand Rapids, MI)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... 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)
- …advisory client service delivery for Corporate, Investment Management, Operating Flowthroughs, Individuals, Estates & Trusts , and Indirect Tax services, as well ... to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Technology Certifications: + Project Management Professional (PMP) Preferred:… 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 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