Tax Associate - Private Client
BCG Attorney Search
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 charitable planning strategies. Prepare estate tax projections and review estate and gift tax returns. Collaborate with CPA firms to ensure accurate tax filings and trust accountings. Assist in drafting trust agreements and related transfer documents. Review existing estate planning documents for tax reporting accuracy. Requirements Three or more years of experience in tax planning for high-net-worth individuals. Experience with tax research in estate, gift, and non-profit areas. Juris Doctor (JD) degree required. CPA or LLM preferred but not required. Strong analytical and research skills. Excellent communication and interpersonal abilities. Benefits Medical, dental, and vision insurance. Life and long-term disability insurance. Flexible spending accounts. 401K plan. Paid Time Off and paid holidays. Bonus opportunities. #J-18808-Ljbffr BCG Attorney Search
- ...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...Private clientFlexible hours
- BCG Attorney Search is seeking a Tax Associate to join the 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 include advising on wealth transfer,...Private client
- location_onBirmingham, West MidlandsacutePermanentPrivate Client Tax Manager Location: BirminghamJob Type: Full Time | Hybrid The role You'll join a growing Private Client team, working closely with senior leadership to deliver a mix of compliance and advisory work. The...Private clientFull time
- location_onBirmingham, West MidlandsacutePermanentPrivate Client Tax SeniorLocation: Birmingham | Hybrid Job Type: Full TimeThe role A... ...firm with a strong national presence is looking to appoint a Private Client Tax Senior to join its Birmingham team. This is a varied...Private client
- ...About The Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer...SuggestedHourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
$27 - $41 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients,...Work at officeLocal areaMonday to Friday- Join Plante Moran as an Audit & Tax professional, focusing on ensuring the financial health of organizations and creating business solutions... ...participation in various service lines with opportunities for client interactions at all levels. As an eligible staff member, you...Flexible hours
- ...Account Manager is to handle the day-to-day Client Service requirements on an assigned book... ...by the Producer/AE. Works with Associate Account Manager or third‑party vendor to... ...programs. Risk Strategies is the 9th largest privately held US brokerage firm offering...Private clientContract work
- PwC Private is seeking a Senior Associate to join a team solving complex business issues from strategy to execution... ...private companies. You'll work with tax advisory to analyze and resolve... ...mentor junior members and build strong client relationships. You will use a broad...
- ...Senior Tax AssociateProsperity Partners ("Prosperity") is a Chicago-headquartered public accounting firm offering best-in-class tax... ...to the firm's Managers and Partners and will work directly with clients to provide tax preparation and consulting services. Candidates will...Work experience placementWork at office3 days per week
- PwC Private is seeking a Senior Associate to join our tax advisory team, focusing on private companies and high net worth individuals. You will analyze complex... ..., and maintain rigorous standards while developing client relationships and understanding the broader business...
- Grant Thornton seeks a Product Technology Director to lead diligence engagements for private equity and strategic clients, evaluating software platforms across architecture, roadmap credibility, and operational scalability. You will translate technical findings into valuation...Private client
- KeyBank's Private Client Banker role focuses on managing the entire client relationship with a plan-based financial advisory approach. You will deliver financial solutions to clients with up to $2M in investable assets and refer products across Retail, Private Bank, Mortgage...Private client
- ...Originator who can create opportunities, build trusted partnerships, and turn conversations into closed deals with corporate and private equity clients. The role demands leading early-stage client discussions, developing a disciplined pipeline, and coordinating with...Private client
- ...experienced Estate Planning Paralegal to support a sophisticated private client practice. This is an excellent opportunity for a detail-... ...correspondence, and supporting documentation Assist with estate and gift tax-related matters, including organizing documentation and...Private clientPrivate practice
- ...relationships with potential and existing clients, sell classes and lead dynamic apparatus... ..., yet creative experience Conducting Private, Semi-Private, New Client Demos or other... ...Ziprecruiter Gym Operations Title:Sales Associate (Club Pilates) Location:Brighton, MI School...Private clientHourly payPart timeRemote workFlexible hoursWeekend work
- PwC Private in Detroit is seeking a Manager to lead tax advisory services for private companies, overseeing client engagements from strategy to execution and delivering top-quality deliverables. You will supervise, develop, and coach teams, manage client accounts and engagement...Private client
- ...Goldman Sachs is seeking a Wealth Management Professional to support Private Wealth Management clients, including UHNW individuals and families, with personalized advisory and relationship-management services. In this role, you will work closely with Private Wealth Advisors...Private client
- ...book of business while developing long-term relationships with clients. This position will respond to day-to-day client inquiries and... ...to loud. Occasional travel Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management...Private client
- H&R Block in Michigan seeks a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You'll explain tax information clearly, identify savings opportunities, and build strong client...Hourly paySeasonal workWork at office
- Goldman Sachs Wealth Management seeks ambitious professionals to deliver exceptional client service and strategic financial guidance for high-net-worth clients. The role involves advising with PWAs, coordinating onboarding, and providing comprehensive wealth-management...Private client
- ...growing full-service law firms, is seeking an experienced full-time Private Client Trust and Estates Attorney for our Detroit office. This is a... ...succession planning, charitable planning, minimizing estate taxes, and protecting assets Draft legal documents such as wills and...Private clientFull timeWork experience placementWork at office
- J.P. Morgan Chase in Bloomfield Hills, MI is seeking a Private Client Investment Associate within Wealth Management. You will provide client service, support advisors, and help manage wealth planning for high-net-worth clients. You will handle account openings, money movements...Private client
$120k - $350k
...to build your own success, serve affluent clients, and shape your long-term financial... ...management, retirement planning, estate and tax strategies, risk management). Lead engaging... ...weeks ago J.P. Morgan Wealth Management – Private Client Advisor - Dearborn Heights, MI and...Private clientFull timeFlexible hours$77k - $214k
A career within PwC Private will provide the opportunity to help private... ...advisory needs such as audit, tax compliance, and planning to... .... Our team helps our clients design and implement personal... ...and in the future. As a Senior Associate, You'll Work As Part Of a Team...H1b- Doeren Mayhew is the 36th largest U.S. tax, assurance and advisory firm headquartered... ...highly skilled and experienced Senior Tax Associate to join our State and Local Tax (SALT) team... ...the opportunity to work with a diverse client base and to contribute to the growth and...Work at officeLocal area
$77k - $214k
...and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob... ...on providing advice and guidance to clients on tax planning, compliance, and strategy... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor...Full timeSecond jobH1b- ...Summary:The Partnership Manager, Tax is responsible for providing... ...services to our Pass-Through clients.Job Duties:Performs tax... ...responses to their needsSupervises associates and senior associates on all... ...experience working in the private client area, i.e. working on...Private clientWork at office
- ...Oppenheimer Private Client Group Branch Administrator The Oppenheimer Private Client Group is seeking a Branch Administrator for its Birmingham, MI office. The candidate should be able to operate independently as well as a member of a small team. This role will assist...Private clientHome office
- Dykema seeks an associate with at least four years of experience in tax, estate planning, and estate administration to join our Ann Arbor, Bloomfield Hills, or Detroit offices. The ideal candidate will advise family offices, C-suite executives, and high-net-worth individuals...Work at office
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