Estate Planning Director jobs in Michigan
Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Estate Planning Director jobs
Director of Estate Planning Tax Services
- Varnum LLP
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Grand Rapids, MI
FULL_TIME
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We are 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. This is a unique opportunity to work in our Grand Rapids or Birmingham office alongside a group of talented professionals and make a meaningful impact in the lives of our clients.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.
Job ID: 184 - 19 Days Ago
Franchise Like Opportunity - Estate Preservation and Retirement Planning
- Estate Preservation Agency, INC.
-
Brighton, MI
FULL_TIME
- About the Opportunity: Franchise-like opportunity with entry-level capability through offering expert mentoring and training from seasoned agents. Are you passionate about helping people secure their ...
- 28 Days Ago
Estate Planning Attorney
- Plunkett Cooney, P.C
-
Bloomfield, MI
FULL_TIME
- Position: Estate Planning Attorney Location: Bloomfield Hills, MI Plunkett Cooney, one of the largest and most accomplished law firms in the Midwest, is seeking an Estate Planning/Probate Attorney, to...
- 17 Days Ago
Estate and Planning Paralegal
- Jacaranda Consulting Inc
-
Troy, MI
FULL_TIME
- GENERAL PURPOSE: Provide support and assistance to the attorneys during all phases of probate, trust administration, estate and gift tax planning, and other estate planning matters. MAJOR RESPONSIBILI...
- 21 Days Ago
Estate and Succession Planning Paralegal
- BUTZEL LONG
-
Troy, MI
FULL_TIME
- 4.1.2024 LOCATION: Troy GENERAL PURPOSE: Provide support and assistance to the attorneys during all phases of probate, trust administration, estate and gift tax planning, and other estate planning mat...
- 22 Days Ago
Probate Attorney - Estate Planning
- Law Office of Julie A. Paquette, PLC
-
South Lyon, MI
FULL_TIME
- Are you an attorney looking to explore your legal career and take it to the next level while working with a team of experienced professionals? If yes, our estate planning and probate law firm is the p...
- Just Posted
Estate Planning Director jobs at Popular Companies
Director of Planning
- Khaite
-
New York, NY
- About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
- 4/25/2024 12:00:00 AM
Director, Financial Planning
- Financial Additions
-
Fort Worth, TX
- Financial Additions has partnered with a top financial institution in Fort Worth in search of a Director, Financial Plan...
- 4/24/2024 12:00:00 AM
Director of Planning
- KHAITE
-
New York, NY
- About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
- 4/23/2024 12:00:00 AM
Planning Director
- AppleOne Employment Services
-
Fresno, CA
- TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
- 4/23/2024 12:00:00 AM
Planning Director
- Licking County
-
Newark, OH
- JOB OPPORTUNITY! Licking County Planning Director The Licking County Planning Commission (LCPC) is seeking a qualified D...
- 4/23/2024 12:00:00 AM
Planning Director
- Appleone Employment Services
-
Fresno, CA
- TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
- 4/23/2024 12:00:00 AM
Financial Planning Director
- Lead Advisor
-
Westborough, MA
- Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
- 4/23/2024 12:00:00 AM
Strategic Planning Director
- Cox Communications, Inc.
-
Atlanta, GA
- Company Cox Automotive - USA Job Family Group Strategy & Corporate Development Job Profile Strategic Planning Director M...
- 4/22/2024 12:00:00 AM
About Michigan
Michigan consists of two peninsulas that lie between 82°30' to about 90°30' west longitude, and are separated by the Straits of Mackinac. The 45th parallel north runs through the state—marked by highway signs and the Polar-Equator Trail—along a line including Mission Point Light near Traverse City, the towns of Gaylord and Alpena in the Lower Peninsula and Menominee in the Upper Peninsula. With the exception of two small areas that are drained by the Mississippi River by way of the Wisconsin River in the Upper Peninsula and by way of the Kankakee-Illinois River in the Lower Peninsula, Michigan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$127,989 to $190,356
Most Popular Cities in Michigan for Estate Planning Director Jobs
What does an Estate Planning Director do?
Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020