Private Client Tax Associate: Estate & Gift Planning
BCG Attorney Search
BCG Attorney Search is seeking a Tax Associate for their Private Client group in Detroit, Michigan. The ideal candidate will have a minimum of three years of experience in tax planning for high-net-worth individuals. Responsibilities include advising clients on wealth transfer, preparing estate tax projections, and assisting in drafting trust agreements. Key qualifications include a Juris Doctor (JD) degree and strong analytical, research, and communication skills. The firm offers competitive benefits including medical, dental, and vision insurance, a 401(k) plan, and Paid Time Off. #J-18808-Ljbffr BCG Attorney Search
- BCG Attorney Search is seeking a Tax Associate to join their Private Client group in Detroit, Michigan. The ideal candidate should possess... ...(JD) degree and have extensive experience in estate, gift, and income tax planning for high-net-worth individuals. This position involves...Suggested
- ...leading law firm in Michigan is seeking an experienced Attorney specializing in estate planning. The role involves preparing legal documents, conducting research, and advising clients on various tax matters. Ideal candidates should have at least five years of legal...SuggestedFull time
- ...experienced attorney in all aspects of estate, tax, and business planning matters to work in Detroit, MI. The... ...to high-quality legal work, superior client service, and a strong work ethic. Duties... ...and advise clients on estate, gift, and income tax matters. Advise clients...Suggested
- ...seeking an experienced attorney in all aspects of estate, tax and business planning matters to work in Bodman's Detroit, Troy, Ann Arbor... ...administration work. Conducting legal research and advising clients regarding estate, gift, and income tax matters. Advising clients regarding...SuggestedWork at office
- ...Description We are looking for an experienced Tax and Estate Planning Attorney to support sophisticated... ...role will collaborate closely with clients, legal colleagues, and outside... ...worth individuals and families on estate, gift, and income tax matters tied to wealth...Suggested
- Estate & Succession Planning Attorney Location: Detroit, Ann Arbor, or Troy... ...to join its growing private client practice. This opportunity... ...is ideal for a senior associate or experienced... ...Counsel clients on estate, gift, GST, charitable, and income tax planning matters...Full timePrivate practiceWork at officeFlexible hours
- Job Overview A law firm seeks a Tax Associate to join their Private Client group in Detroit, Michigan. The ideal candidate will have a strong background in estate, gift, and income tax planning for high‑net‑worth individuals. Duties Advise clients on wealth transfer and...Flexible hours
- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative... ...providing up‑to‑date information; assist ongoing wealth planning and referral source management and new lead generation....
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you... ...the Advisors with ongoing wealth planning for clients and referral source management...
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you... ...the Advisors with ongoing wealth planning for clients and referral source management...
- TwinThread is seeking a Private Client Investment Associate in Dearborn, Michigan, to provide vital support to Private Client Advisors in Wealth Management... ...must have a valid Series 7 license and assist in wealth planning. They will benefit from a comprehensive rewards package,...
$95k
...mission-driven Arizona law firm focused on estate planning and disability planning. We work... ...relationship-driven, and grounded in helping clients feel confident about the future. We are... ...work. About the Role We are seeking an Associate Attorney, licensed in Arizona, with at...Full time$81.7k - $135k
...build a better working world. Tax - Indirect Tax - Sales and Use... ...reporting needs for both public and private entities. You’ll develop and... ...use tax recovery projects for clients in multiple industries. In... ...advisor Develop clear, intelligent plans and approaches for sales and...Summer holidayImmediate startFlexible hours- ...contribute to our company’s success. Your Tasks Responsible for all Tax matters in USA/CA including functionally leading tax team... ...financial reporting results for the region. Advise other functions to plan tax‑efficient business operations. Responsible to develop and implement...Flexible hours
- A legal firm in Michigan is seeking an experienced attorney to handle estate, tax, and business planning matters. Responsibilities include preparing complex estate documents, advising clients on legal and tax issues, and managing client relationships. Qualified candidates...
- Energy Jobline ZR is seeking an Estate & Succession Planning Attorney based in Michigan. This role offers the opportunity to join a well-established... ...law firm focusing on sophisticated estate planning and client relationships. Candidates must have 4+ years of experience...
- ...Attorney Search is seeking an experienced attorney to work on estate, tax, and business planning matters in Detroit, MI. The ideal candidate should have... ...documents, handling estate administration, and advising clients on tax matters. Strong client relationship skills and...
- Energy Jobline ZR is seeking an attorney for estate planning and administration in Warren, NJ. This dynamic, women-owned firm emphasizes work... ...in Trusts and Estates, and a proven track record of client relations. This position offers a supportive atmosphere where...
- We are a dynamic, women-owned and led trusts and estates planning firm with over 25 years of experience dedicated to prioritizing our clients' needs in wills, trusts, estates, and business planning and litigation. We pride ourselves on maintaining strong, long‑lasting...Work at officeRemote workRelocation packageFlexible hours
- ...government services provider based in Detroit is looking for a Financial Investigator to join their team. This full-time position involves planning and conducting investigations, analyzing evidence, and supporting legal processes related to federal law violations. Candidates...Full time
- EY is seeking a Real Estate Tax Senior Manager in Detroit, Michigan. This role involves leading tax planning projects for diverse clients, supervising teams, and providing strategic tax advice. The ideal candidate will possess a bachelor's degree, CPA certification, and...
$147.4k - $336.8k
Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly... .... This role involves leading tax planning projects, managing teams, and providing... ...the‑minute advisory services to a diverse client base across the real estate, hospitality...Flexible hours- ...candidate will have extensive experience in investigative techniques and analyze a variety of evidence. Responsibilities include planning investigations, preparing reports, and testifying in court. This position offers a collaborative environment with opportunities for...
- ...various learning opportunities. Skills and attributes for success Plans and conducts investigations Performs quantitative, qualitative,... ...or criminal complex investigations concerning misuse of public, private, or insurance funds Working knowledge of current investigative...Full timeInterim roleLocal areaFlexible hours
- ...Tax Advisor As a Tax Advisor, you will inspire people to make... ..., and finances. You’ll build client relationships that grow stronger... ..., tax audit support, and tax planning services year‑round. Conduce... ...services. Circular 230 associates can provide audit representation...
- ...provide help and inspire confidence in our clients, associates, and communities everywhere. We also... ...a long-term strategy and transformation plan known as Block Next. This multi-year roadmap... ...every year. Joining Block Advisors as a Tax Advisor means youll serve clients with...
- A leading tax services provider in Southfield is looking for a Tax Advisor to assist clients with varied tax services year-round. The role... ...providing tax preparation, planning, and audit support. Ideal... ...commitment to the well-being of its associates. Join to make a significant...
- Plante Moran is seeking a Tax Senior Consultant in Southfield, MI to support tax compliance for individuals and businesses. The ideal... ...issues, and excellent communication skills. Benefits include health insurance and a discretionary bonus plan. #J-18808-Ljbffr Plante-Moran
- ...qualified individual for the position of Tax Associate. The individual selected for this... ...learning tax laws as required. Analyze client information and offer recommendations for... ...to the business management team for tax planning, tax research, and ongoing education of...Full timeWork at officeLocal area
$116.2k - $212.9k
...side by side with a range of clients from our most venerable institutions... ..., Insurance, and Real Estate, Hospitality and Construction.... ...our dynamic FSO team! Handling tax in such a large, sophisticated... ...Developing clear, intelligent plans and approaches to improve our...Summer holidayFlexible hours
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