Wealth Transfer Jobs in Rochester Hills

11 jobs

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Sign Up

United States
Posted On Aug 21, 26
Full-time 13 views Experience : Min 8 yrs required

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 21, 26
Full-time 16 views Experience : Min 8 yrs required

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 21, 26
Full-time 5 views Experience : 8-10 yrs required

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. -...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Full-time 6 views Experience : 5-10 yrs required

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Full-time 1 views Experience : 1-4 yrs required

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,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required

- 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’...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 03, 26
Full-time Experience : 5-6 yrs required

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 29, 26
Full-time 27 views Experience : 2-8 yrs required

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend