Estate and Trust Tax Consultant

6 days ago


Kalamazoo, Michigan, United States Greenleaf Trust Full time

We are looking for an experienced Estate and Trust Tax Consultant to join our team at Greenleaf Trust. In this role, you will be responsible for providing expert advice on tax matters related to trusts and estates, working closely with our Tax Leadership team to analyze and verify data for Form 1099 client reporting, assist with the review of trust tax returns, and contribute to the completion of tax deadlines and various monthly and ad-hoc projects.

You will need to have a Bachelor's Degree in a related field or equivalent education and experience, along with minimum two to three years of Trust and Estate Tax experience required, IRA experience required, actively pursuing CPA and/or EA, and proficiency in Microsoft Office Suite including Word, Outlook, and Excel applications. Familiarity with trust accounting software and data warehouse highly desired. Exceptional history of proactive customer service, excellent written, oral, and interpersonal communication skills are also essential.

Estimated Salary: $75,000 - $90,000 per year. Located in Grand Rapids, MI or Kalamazoo, MI. We offer a dynamic work environment, opportunities for growth and development, and a competitive salary range of $75,000 - $90,000 per year.



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