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Wealth Management Jobs in Commerce Township

19 jobs
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  3. Michigan
  4. Commerce Township
  5. Wealth Management

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United States
Posted On Jul 13, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Litigation - Real Estate - Defense Probate
Job Tags:
contracts fiduciary Foreclosure Litigation mortgages pleadings Probate probate litigation real estate litigation title
Practice Area:
Litigation - Real Estate - Defense Probate
Job Tags:
contracts fiduciary Foreclosure Litigation mortgages pleadings Probate probate litigation real estate litigation title

title conflicts. The position is not a passive support role; it requires taking an active part in managing litigation files. Key responsibilities include: - Case Management: Open and structure litigation... files correctly from intake, create case timelines and litigation roadmaps, t...

Posted On Sep 01, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
document review health insurance Insurance Probate title
Practice Area:
Probate Trusts and Estates - General
Job Tags:
document review health insurance Insurance Probate title

attorneys with title law and probate law matters by conducting research and preparing relevant documentation. - Manage case files and ensure all documentation is organized and up-to-date. - Coordinate project management tasks related to ongoing... legal cases. - Perform do...

Posted On Sep 24, 26
Full-time 13 views Experience : Min 8 yrs required
Job Tags:
Business Law Estate and Trust finance health insurance Software Taxation wealth management wealth transfer
Job Tags:
Business Law Estate and Trust finance health insurance Software Taxation wealth management wealth transfer

Title: Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership in Tax Compliance and Oversight: - Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax...

Posted On Sep 24, 26
Full-time 16 views Experience : Min 8 yrs required
Job Tags:
Business Law Estate and Trust finance health insurance Software Taxation wealth transfer
Job Tags:
Business Law Estate and Trust finance health insurance Software Taxation wealth transfer

Title: Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax Compliance and Oversight: - Manage the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041). - Ensure timely and accurate compliance with federal, state, and local...

Posted On Sep 24, 26
Full-time 5 views Experience : 8-10 yrs required
Job Tags:
Estate and Trust family finance gift tax health insurance Software trusts wealth management wealth transfer
Job Tags:
Estate and Trust family finance gift tax health insurance Software trusts wealth management wealth transfer

Title: Tax Principal - Estate, Gift & Trust Job Responsibilities: - Strategic Tax Compliance and Oversight: - Lead the preparation and review of complex estate, gift, and trust tax returns (Forms 706, 709, and 1041) for high-net-worth individuals, families, and trusts. -...

Posted On Aug 26, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Corporate Law Energy equity Estate Planning estates family fiduciary gift tax Partnership Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Corporate Law Energy equity Estate Planning estates family fiduciary gift tax Partnership Probate trusts

Title: Trusts + Estates Attorney/Partner Job Responsibilities: - Developing comprehensive estate plans tailored to clients' specific needs and goals. - Advising clients regarding the tax implications of estate planning and minimizing tax liabilities through strategies such as gift and estate tax planning. - Handling...

Posted On Sep 11, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Finance - General Health Care - General Estate & Tax Planning
Job Tags:
depositions domestic partner Estate Planning Insurance Litigation ordinances pleadings Probate Profit Sharing special projects stock certificates Trademark trials
Practice Area:
Finance - General Health Care - General Estate & Tax Planning
Job Tags:
depositions domestic partner Estate Planning Insurance Litigation ordinances pleadings Probate Profit Sharing special projects stock certificates Trademark trials

Administrative Assistant Job Title: Legal Administrative Assistant Job Category: Administrative Assistant Requisition Number: ADMIN001674 Job Responsibilities: Estate Planning and Tax: - Assist attorneys and paralegals with preparing, organizing, assembling, and filing estate planning, trust, probate, and tax-related legal documents. - Prepare, assemble,...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

while regularly interacting with management. - Oversee legal research,... legal compliance and risk management. - Manage expenses for... outside counsel relationships and provide strategic direction on when to leverage outside counsel. - Work with outside counsel, combining their advice with...

Posted On Sep 14, 26
Full-time 35 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...

Posted On Sep 14, 26
Full-time 18 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business...

Posted On Aug 14, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family fiduciary health insurance Insurance payment processing Probate Water
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family fiduciary health insurance Insurance payment processing Probate Water

Title: Legal Assistant Job Responsibilities: Client Service and Front Desk Communications - Greet clients, fiduciaries, visitors, and outside professionals professionally and respectfully. - Answer, screen, and route incoming calls using a multi-line phone system; take accurate messages and ensure they reach the right person. -...

Posted On Aug 03, 26
Full-time 5 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

Title: Estate and Succession Planning Attorney Job Responsibilities: - Meet with clients to understand their wishes and draft appropriate legal documents, including Wills, Trusts, Powers of Attorney, Health Care Directives, irrevocable trusts, and business planning documents. - Provide advice on estate, gift, GST...

Posted On Aug 03, 26
Full-time 2 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

Title: Estate and Succession Planning Associate Job Responsibilities: - Perform the duties of an Estate and Succession Planning Associate by advising clients and drafting various legal documents related to estate planning, estate and gift tax, and business succession planning. - Meet with clients...

Posted On Aug 21, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate Planning estates family fiduciary second chair trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate Planning estates family fiduciary second chair trusts

Title: Private Clients, Trusts & Estates Senior Associate / Counsel/ Income Partner Job Responsibilities: The Private Clients, Trusts & Estates Senior Associate / Counsel/ Income Partner will work primarily with two partners who have active and expanding practices. The attorney will assist...

Posted On Aug 13, 26
Full-time 27 views Experience : 2-8 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Practice Area:
Trusts and Estates - General Estate & Tax Planning

Overview:A distinguished law firm located in Bloomfield Hills, MI, is expanding its team and seeking an experienced attorney with a focus on estate planning, business structuring, and transactional matters. The role offers the opportunity to manage a robust existing client...

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