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Wealth Management Jobs in Rochester Hills

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United States
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 1 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 Aug 17, 26
Full-time 2 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 07, 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 07, 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 Jun 19, 26
Full-time 11 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates Insurance Software
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates Insurance Software

for providing essential administrative support to attorneys and paralegals. Key duties include: - Document Preparation: Drafting, updating, proofreading, and formatting letters, legal documents, agendas, and binders for client delivery or internal use. - Deadline Management: Tracking and communicating key... dates to att...

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 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 Aug 21, 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 Aug 21, 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 Aug 21, 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 Sep 01, 26
Full-time 5 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

Title: Tax Senior Manager, High Net Worth Job Responsibilities: As a Senior Manager on the High Net Worth Tax team, the individual will be responsible for delivering exceptional client service and sophisticated tax planning to high net worth individuals and families....

Posted On Sep 07, 26
Full-time 61 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

a recruiting year - Wealth Management includes Private Wealth... Management, Goldman Sachs Ayco... and Private Banking, Lending & Deposits - Goldman Sachs helps empower clients and customers worldwide to reach their financial goals - Advisor-led wealth management businesses provide financi......

Posted On Aug 25, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

Posted On Aug 25, 26
Full-time 7 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

Posted On Aug 25, 26
Full-time 5 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

Posted On Sep 02, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

Posted On Aug 25, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management

Asset and Wealth Management - Tax Senior... Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while...

Posted On Jul 29, 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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