• Tax Manager - High Net

    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 (02/18/25)
    - Save Job - Related Jobs - Block Source
  • Senior Manager /Director, Tax

    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
    Wipfli LLP (03/21/25)
    - Save Job - Related Jobs - Block Source
  • Sr Manager , Tax Trust and Estate…

    Charles Schwab (Chicago, IL)
    Tax , Trust, and Estate attorney strongly preferred + Extensive experience advising high net worth clients. + Shown experience in discovering unstated needs ... to provide detailed, highly sophisticated advice to entrepreneurs and other high - net -worth individuals with sophisticated financial affairs, substantial business… more
    Charles Schwab (05/09/25)
    - Save Job - Related Jobs - Block Source
  • Tax Manager - Greater Chicago, IL…

    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
    Cherry Bekaert (04/09/25)
    - Save Job - Related Jobs - Block Source
  • Transaction Tax Manager

    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
    Grant Thornton (03/28/25)
    - Save Job - Related Jobs - Block Source
  • Delivery Tax Manager - Global…

    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
    Deloitte (02/19/25)
    - Save Job - Related Jobs - Block Source
  • Associate Relationship Manager

    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
    CIBC (04/18/25)
    - Save Job - Related Jobs - Block Source
  • Wealth Strategies Advisor

    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 (03/21/25)
    - Save Job - Related Jobs - Block Source
  • Sr. Accountant

    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
    Robert Half Finance & Accounting (03/23/25)
    - Save Job - Related Jobs - Block Source
  • Wealth Strategist / Certified Financial Planner

    BMO Financial Group (Chicago, IL)
    …Provides wealth planning (advanced financial planning) guidance and counsel to the High Net Worth (HNW) client segment. Works collaboratively in partnership ... experience, from discovery to financial planning analysis, development of high value wealth plans and recommendations, to coaching/assisting with presentations… more
    BMO Financial Group (05/09/25)
    - Save Job - Related Jobs - Block Source
  • US Associate Commercial Banking CQ

    BMO Financial Group (Chicago, IL)
    …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, loan ... closing and managing multifamily construction loans for Low Income Housing Tax Credit Developments across the US Facilitates decisioning and analysis of… more
    BMO Financial Group (05/08/25)
    - Save Job - Related Jobs - Block Source