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Wealth Transfer Jobs in Novi

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United States
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...

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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...

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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. -...

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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

Directives, irrevocable trusts, and business planning documents. - Provide advice on estate, gift, GST tax, and income tax matters, primarily focusing on estate and tax planning for mid to high net worth individuals and families, income tax, transfer tax, and cha...

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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...

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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...

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Posted On Aug 03, 26
Full-time 6 views Experience : 5-10 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

trusts, and business planning documents. - Advise clients on estate, gift, GST tax, and income tax matters, focusing on estate and tax planning for mid to high net worth individuals and families, as well as income tax, transfer tax, and ch...

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Posted On Aug 24, 26
Full-time 1 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate

Assist with drafting estate planning and business succession documents for high-net-worth individuals and business owners. - Support income, gift, estate, and generation-skipping transfer tax planning analyses. - Contribute... to charitable planning and tax-exempt organization matters. - Involve in estate and trust administration,...

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning fiduciary general litigation Insurance Litigation pleadings Probate probate litigation
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning fiduciary general litigation Insurance Litigation pleadings Probate probate litigation

Title: Paralegal Job Responsibilities: - Support estate and trust administration matters, including drafting probate court pleadings, notices, inventories, accountings, fiduciary documents, and proposed distribution schedules. - Track and manage deadlines related to probate proceedings, court filings, tax filings, hearings, and procedural requirements to...

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... business-owning families, and owners of private wealth. You will advise on... a variety of matters involving family, business entities, and private wealth management. This includes handling... High Net Worth Individuals’...

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Posted On Sep 03, 26
Full-time Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

to business owners, business-owning families, and owners of private wealth. Advising on matters involving... family, business entities, and private wealth management, including High Net... Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions,... and...

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Posted On Jul 29, 26
Full-time 1 views Experience : 2-8 yrs required
Practice Area:
Trusts and Estates - General Tax - General Estate & Tax Planning Tax - Private Client Services
Practice Area:
Trusts and Estates - General Tax - General Estate & Tax Planning Tax - Private Client Services

a strong background in estate, gift, and income tax planning for high-net-worth clients on wealth transfer and charitable planning... estate tax projections and review estate and gift tax with CPA firms to ensure accurate tax filings an...

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