- Wipfli LLP (Chicago, IL)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...and RIA Checkpoint, with a primary focus on income/estate tax matters. + Preparing written deliverables, such as emails,… 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
- 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
- CIBC (Chicago, IL)
- …Relationship Manager in delivering financial planning and exceptional service to high - net -worth and ultra- high - net -worth clients. You'll assist with ... performance reporting against benchmarks, address liquidity needs, and manage tax loss harvesting and manager changes. +...needs, and manage tax loss harvesting and manager changes. + **Deliver exceptional service:** Respond to client… more
- BMO Financial Group (Barrington, IL)
- …Management firm with** **no less than** **7-10 years of experience** **managing** ** high net worth clients.** **Recognizing** **the** **importance of the ... **Currently** **employed** **as a Senior Portfolio Manager , Trust Investment Officer, Senior Investment Manager...**There are sales** **targets linked to** **the** **position.** Provides high quality sales and service to investment clients to… more
- Bank of America (Chicago, IL)
- …+ Expands existing client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are ... as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling,...on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement focused on… more
- Bank of America (Chicago, IL)
- …Description:** Responsible for delivery of integrated credit solutions to corporate and high net worth clients. Partner closely with client-facing teammates in ... to determine credit worthiness and appropriate credit product solutions + Analyzing High Net Worth Individuals' financial statements, business and personal … 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