Financial Services Expert

3 weeks ago


Kalamazoo, Michigan, United States Greenleaf Trust Full time

The Financial Services Expert at Greenleaf Trust is responsible for providing high-quality tax services to our clients. This includes serving as a tax resource for the organization and outside engaged CPAs, analyzing data for tax processing, and assisting with required minimum distribution questions.

You'll have the opportunity to work with a variety of tax software systems, including OneSource Trust Tax software. If you're detail-oriented, enjoy working with numbers, and are passionate about delivering exceptional customer service, we want to hear from you.

We estimate that the annual salary for this position will be around $70,000, depending on your level of experience and qualifications.



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