- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... opportunity. Responsibilities Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Federal… more
- Grant Thornton (Chicago, IL)
- … returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with ... As the Private Wealth Services Tax Manager , you'll conduct primary and... tax planning and consulting to our firm's high net worth clients for estate, wills… more
- Cherry Bekaert (Chicago, IL)
- …and partnership returns + Build and serve our partnerships and high net -worth individuals with estate, gift and trust tax planning and compliance needs ... and Advisory services to our clients for over 70 years. We are seeking a ** Tax Manager ** to support our Chicago Metro market. The successful candidate will… more
- Grant Thornton (Chicago, IL)
- As the Transaction Tax Manager , you will lead innovative tax planning, consulting, and compliance skills on M&A projects for your multiple clients - all with ... succeed. From day one, you will be empowered by high quality tools and resources to thrive in their...corporate earnings and profits + Perform detailed analyses of net operating loss/ tax credit carry forward limitations… more
- Deloitte (Chicago, IL)
- …consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement leaders to address ... motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax ...Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer… more
- Aston Carter (Rolling Meadows, IL)
- …information + Communicate with a wide range of clients, from average income earners to high - net -worth individuals + Act as a liaison between clients and the IRS, ... Overview: We are seeking a detail-oriented and client-focused Tax Preparer to join a small, collaborative office...in a close-knit team and is passionate about delivering high -quality service to a diverse client base. Key Responsibilities:… more
- Bank of America (Chicago, IL)
- …minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net worth ... Portfolio Manager III Chicago, Illinois **To proceed with your...Description:** This job is responsible for working with complex, high - net -worth investors to create customized investment strategies.… more
- Amazon (Chicago, IL)
- Description Come join our AWS Finance team as a Finance Manager . As part of Hardware Engineering Finance you will partner with Hardware Engineers to develop the next ... technology. You will use tools such as Total Cost of Ownership and Net Present Value to support decision-making. The successful candidate will be highly analytical,… more
- Bank of America (Chicago, IL)
- …Credit Underwriting or Portfolio Management Experience + Experience in reviewing High Net Worth Personal Financial Statements and Tax Returns, as well as ... make an impact. Join us! **Job Description:** This Portfolio Manager position is responsible for the on-going monitoring of...variety of industries, and include Corporations, as well as High Net Worth Individual and International accounts.… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. ... clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in connection… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Requirements Qualifications * 5-7 years' work experience working in accounting preferably the high net worth area. * Relevant undergraduate degree required. * ... Chicago's top companies. Overview The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management,… more
- BMO Financial Group (Chicago, IL)
- …Advisor will serve as the face of BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth (HNW) and Ultra High Net Worth ... vehicles (eg, donor-advised funds, private foundations, charitable trusts) and their tax implications. + Facilitates family conversations around legacy, purpose, and… more
- Bank of America (Chicago, IL)
- …retention of UHNW relationships. **Core responsibilities** + Develop wealth transfer strategies for ultra- high net worth (UHNW) individuals and families ( net ... planning experience for UHNW families and individuals + Strong Tax , legal research and writing skills + Series 7...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more