Estate Planning Tax Services Director

2 weeks ago

Grand Rapids MI USA, United States Varnum Full time
Join Varnum LLP as a Tax Services Director - Estate Planning

Varnum LLP is seeking an experienced Certified Public Accountant (CPA) specializing in Estate and Gift Tax and Fiduciary Income Tax. As a key member of our estate planning and tax teams, you will play a critical role in providing expert counsel on estate and gift tax matters to our clientele. You will also work closely with our clients in preparing fiduciary income tax returns for trusts and estates.

Responsibilities:
  • Collaborate with clients and attorneys to formulate estate and gift tax strategies.
  • Prepare and review complex estate, gift, and fiduciary income tax returns, ensuring accuracy and compliance with all regulations and guidelines.
  • Conduct tax research and analysis to identify potential tax-saving opportunities and mitigate potential risks.
  • Assess and evaluate clients' financial information, including individual and trust income tax returns, financial statements, and various investment portfolios.
  • Advise clients on the tax implications associated with wealth transfer and succession planning.
  • Stay up to date on the latest changes and best practices in estate and gift tax laws and regulations.
  • Provide innovative solutions to clients' tax-related challenges, helping them optimize their financial goals.
  • Maintain strong relationships with clients, leveraging excellent communication skills to clearly explain complex tax concepts and strategies.
Qualifications:
  • CPA accreditation is required.
  • At least 5 years of experience in estate and gift tax planning, preferably in a law firm or CPA firm setting.
  • In-depth knowledge of estate, gift and fiduciary income tax laws.
  • 706, 709, and 1041 tax preparation experience.
  • Proficiency in tax research software.
  • Strong skills and experience with MS Excel.
  • Strong analytical and problem-solving abilities, with the capability to identify potential tax issues and offer practical solutions.
  • Excellent attention to detail, ensuring accuracy and compliance with regulatory requirements.
  • Demonstrated ability to work collaboratively within a team environment, supporting attorneys and colleagues with tax expertise.
  • Exceptional communication and interpersonal skills, allowing for effective interaction with clients and colleagues.

  • Tax Manager

    4 weeks ago

    Grand Rapids, MI , USA, United States Doeren Mayhew Full time

    Job Title: Tax ManagerDoeren Mayhew, a leading public accounting and advisory firm, is seeking a highly skilled Tax Manager to join our Grand Rapids, MI office. As a Tax Manager, you will play a critical role in our Domestic Tax Group, specializing in estate, gift, trust, and high net worth individual taxation.Key Responsibilities:Estate Tax Returns: Prepare...

  • Tax Manager

    1 month ago

    Grand Rapids, MI , USA, United States Doeren Mayhew Full time

    About the RoleDoeren Mayhew, a leading public accounting and advisory firm, is seeking a highly skilled Tax Manager to join our Domestic Tax Group in Grand Rapids, MI. As a Tax Manager, you will play a critical role in providing expert tax guidance to clients on estate, gift, trust, and high net worth individual taxation matters.Key ResponsibilitiesPrepare...

  • Tax Manager

    3 weeks ago

    Grand Rapids, MI , USA, United States Doeren Mayhew Full time

    Job Title: Tax Manager - Estate and Trust SpecialistDoeren Mayhew, a leading public accounting and advisory firm, is seeking a highly skilled Tax Manager to join our Grand Rapids, MI office. As a Tax Manager, you will specialize in estate, gift, trust, and high net worth individual taxation, working closely with clients, legal professionals, and taxing...

  • Tax Manager

    3 weeks ago

    Grand Rapids, MI , USA, United States Doeren Mayhew Full time

    Job Title: Tax Manager - Estate and Trust SpecialistDoeren Mayhew, a leading public accounting and advisory firm, is seeking a highly skilled Tax Manager to join our Grand Rapids, MI office. As a Tax Manager, you will specialize in estate, gift, trust, and high net worth individual taxation, working closely with clients, legal professionals, and taxing...

  • Tax Director

    1 month ago

    Everett, WA , USA, United States Moss Adams LLP Full time

    About the RoleMoss Adams LLP is seeking a highly skilled Tax Director to join our team. As a Tax Director, you will be responsible for leading our tax services team and providing expert guidance to our clients.Key ResponsibilitiesLead the tax services team and provide strategic guidance to clientsDevelop and implement tax strategies to minimize clients' tax...

  • Director of Planned Giving

    1 week ago

    Grand Rapids, Michigan, United States The Salvation Army USA Central Territory Full time

    Job SummaryThe Salvation Army USA Central Territory seeks a highly skilled and experienced Director of Gift and Estate Planning to join our team. This key role will be responsible for identifying, cultivating, and soliciting individual prospects and donors to secure planned gifts for our organization.Key ResponsibilitiesDevelop and implement a comprehensive...

  • Director of Planned Giving

    1 week ago

    Grand Rapids, Michigan, United States The Salvation Army USA Central Territory Full time

    Job Title: Director of Planned GivingThe Salvation Army USA Central Territory is seeking a highly skilled and experienced Director of Planned Giving to join our team. As a key member of our Development Department, you will play a critical role in identifying, cultivating, and soliciting planned gifts from individual donors to support our mission.Key...

  • Estate Planning Attorney

    1 month ago

    Birmingham, AL, USA, United States Berry Moorman P.C. Full time

    About Berry Moorman P.C.Berry Moorman P.C. is a dynamic and highly-regarded law firm seeking a skilled Estate Planning Attorney to join its team in the areas of estate planning, trust and estate administration, probate and tax litigation.Responsibilities:Provide expert legal advice and guidance to clients in the areas of estate planning, trust and estate...

  • Estate Planning Specialist

    3 weeks ago

    US-, California, MO, USA Norconsulting Global Recruitment Full time

    Expert Estate Planning ServicesWe are seeking a seasoned estate planning attorney to join our team at Norconsulting Global Recruitment. The ideal candidate will have over a decade of experience in trusts and estates law, with a focus on drafting complex estate planning documents and integrating tax strategies.Key Responsibilities:Drafting estate planning...

  • Director of Planned Giving

    2 weeks ago

    Grand Rapids, Michigan, United States The Salvation Army USA Central Territory Full time

    Job SummaryThe Salvation Army USA Central Territory seeks a highly skilled and experienced Director of Gift and Estate Planning to join our team. This key role will be responsible for identifying, cultivating, and soliciting individual prospects and donors to secure planned gifts for our organization.Key ResponsibilitiesDevelop and implement strategies to...

  • Director of Planned Giving

    2 weeks ago

    Grand Rapids, Michigan, United States The Salvation Army USA Central Territory Full time

    Job SummaryWe are seeking a highly skilled and experienced Director of Gift and Estate Planning to join our team at The Salvation Army USA Central Territory. As a key member of our Development Department, you will be responsible for identifying, cultivating, and soliciting individual prospects and donors to secure planned gifts for our organization.Key...

  • Estate Planning Specialist

    3 weeks ago

    US-, California, MO, USA Norconsulting Global Recruitment Full time

    Expert Estate Planning ServicesWe are seeking an experienced estate planning attorney to join our team at Norconsulting Global Recruitment. The ideal candidate will have a proven track record of addressing the sophisticated planning needs of high-net-worth individuals.Key Responsibilities:Drafting estate planning documents, including trusts and...

  • Director of Planned Giving

    3 weeks ago

    Grand Rapids, Michigan, United States The Salvation Army USA Central Territory Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Director of Planned Giving. This is a unique opportunity to make a meaningful impact in the lives of others while advancing the mission of The Salvation Army USA Central Territory.Key ResponsibilitiesIdentify, cultivate, solicit, and steward individual prospects and...

  • Director of Planned Giving

    3 weeks ago

    Grand Rapids, Michigan, United States The Salvation Army USA Central Territory Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Director of Planned Giving. This is a unique opportunity to make a meaningful impact in the lives of others while advancing the mission of The Salvation Army USA Central Territory.Key ResponsibilitiesIdentify, cultivate, solicit, and steward individual prospects and...

  • Tax Manager

    1 month ago

    Madison, WI , USA, United States Jobot Full time

    About the RoleWe are seeking a highly experienced and skilled Tax Manager to join our team at Jobot. As a Tax Manager, you will be responsible for leading and managing multiple tax engagements to deliver high-quality tax services to our clients.Key ResponsibilitiesManage and lead tax engagements to deliver quality tax services to clientsDevelop and implement...

  • Director of Planned Giving

    3 weeks ago

    Grand Rapids, Michigan, United States The Salvation Army USA Central Territory Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Director of Planned Giving. This is a unique opportunity to make a meaningful impact in the lives of others while advancing the mission of The Salvation Army USA Central Territory.Key ResponsibilitiesIdentify, cultivate, solicit, and steward individual prospects and...

  • Tax Manager

    3 weeks ago

    Grand Rapids, MI , USA, United States Echelbarger Himebaugh Tamm & Co. P.C Full time

    About EHTCWe are a full-service CPA firm in West Michigan dedicated to helping clients achieve their full potential through comprehensive accounting, tax, and business advisory services. Our team members excel in tax, accounting, business litigation, valuation, accounting services, technology solutions, personal planning, and management advisory services.Job...

  • Estate Planning Attorney

    1 week ago

    California, USA, United States Tresp Law, APC Full time

    Dynamic Estate Planning Attorney WantedTresp Law, APC, a prestigious law firm, is seeking a skilled estate planning attorney to join our team in Solana Beach, California. This is an excellent opportunity to establish a long-term career with a clear path to partnership and to play a key role in our continued growth.We offer a competitive base salary,...

  • Real Estate Sales Agent

    2 weeks ago

    Grand Rapids, Michigan, United States Everydoor Real Estate Full time

    About the RoleWe are seeking a highly skilled and motivated Real Estate Sales Agent to join our team at Every Door Real Estate. As a key member of our team, you will be responsible for guiding buyers and sellers through transactions with expertise and integrity.Your Key Responsibilities:Guide buyers and sellers through transactions with expertise and...

  • Director of Planned Giving

    2 weeks ago

    Grand Rapids, Michigan, United States The Salvation Army Central Territory Full time

    Job SummaryThe Salvation Army Central Territory seeks a highly skilled and experienced Director of Planned Giving to join our team. This key role will be responsible for identifying, cultivating, and soliciting individual prospects and donors to secure planned gifts for our organization.Key ResponsibilitiesDevelop and implement a comprehensive planned giving...