- Deloitte (Chicago, IL)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...As a Tax Senior Manager in our Private Wealth Tax practice, you… more
- Deloitte (Chicago, IL)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Deloitte (Chicago, IL)
- …dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services . Deloitte's Global Center for ... answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services Tax -Exempt practice! What You'll Do As a Tax … more
- Bank of America (Chicago, IL)
- …the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing the office ... Private Wealth Market Client Relationship Manager...Wealth Management is a leading provider of comprehensive wealth management and investment products and services … more
- Cherry Bekaert (Chicago, IL)
- …protection, family government services , estate and succession, planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director, you ... Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry...and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional… more
- Fifth Third Bank, NA (Chicago, IL)
- …and collaboratively developing a Wealth Strategy to propose. Remains engaged with the Private Bank team in executing on the Wealth Strategy and assists the ... the client. + Will develop, present, modify and maintain, in collaboration with the full Private Bank team, a Wealth Strategy for each client and prospect. This… more
- Fifth Third Bank, NA (Chicago, IL)
- …other tools as identified. + Memorialize and help to maintain, in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect. This ... + Work closely with prospects, clients, and the client service teams to produce key current state analyses (Net...services , accounting, law, or other related discipline Sr. Wealth Planning Analyst LOCATION -- Cincinnati, Ohio 45202 Fifth… more
- Bank of America (Chicago, IL)
- … wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, ... client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/ tax minimization needs of these clients. **Desired Skills:**… more
- Cherry Bekaert (Chicago, IL)
- … Partner to be a growth engine for our Chicago Tax (https://www.cbh.com/ services / tax /) practice. Previous service line, regional, market, or industry ... practice focused on tax compliance and tax provision outsourcing for middle-market, private equity...key responsibilities will include: + Execute the Firm and Tax Service Line vision, strategy, and goals… more
- Plante Moran (Chicago, IL)
- …sales solutions for existing clients and targets + Promote the company's products or services to prospective clients + Attend private equity and other industry ... Private Equity - Business Development Specialist + Location:...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But… more
- Cherry Bekaert (Chicago, IL)
- …backed and public companies. Your key responsibilities will include: + Execute the Firm and Tax Service Line vision, strategy, and goals for the corporate tax ... leading and building the firm's corporate tax practice focused on tax compliance and tax provision outsourcing for middle-market, private equity… more
- KPMG (Chicago, IL)
- …Management International Tax **Requisition Number:** 112416 - 32 **Function:** Tax Services **Area of Interest:** **State:** IL **City:** Chicago ... currently seeking a Manager/Senior Manager to join our International Tax (https:// tax .kpmg.us/ services /international- tax .html) practice.… more
- KPMG (Chicago, IL)
- … Tax Asset Management **Requisition Number:** 112458 - 32 **Function:** Tax Services **Area of Interest:** **State:** IL **City:** Chicago **Description:** ... Tax Asset Management to join our International Tax (https:// tax .kpmg.us/ services /international- tax .html) practice....with a focus on asset managers, real estate funds, private equity funds, sovereign wealth funds, and… more
- Plante Moran (Chicago, IL)
- …experience Our difference. On the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But dig a little deeper, and ... Tax Manager or Tax Sr. Manager-...to specialize or would rather gain exposure across many service lines, you won't be limited at Plante Moran.… more
- KPMG (Chicago, IL)
- …Services - Transfer Pricing **Requisition Number:** 115289 - 32 **Function:** Tax Services **Area of Interest:** **State:** IL **City:** Chicago ... - EVS, Transfer Pricing to join our Valuations practice. (https:// tax .kpmg.us/ services /valuations.html) Responsibilities: + Work closely with field professionals… more
- CIBC (Chicago, IL)
- …critical point of contact for all service related needs of a CIBC Private Wealth client. This role is responsible for building and maintaining client ... relationships. The Client Service Manager works in a team-oriented environment with Relationship...problems through effective interaction with clients, custodial partners, CIBC Private Wealth Relationship Managers, and operations departments… more
- US Bank (Chicago, IL)
- …Impact Finance Group address the US Bank's commitment to close the racial wealth gap through its signature Access Commitment Initiative. The intended goal is to ... increase the volume of lending and tax credit equity investing with BIPOC-led entities by raising...customers. These sources may include CDFIs, MDIs, credit unions, private equity funds, venture capital funds, or philanthropic dollars.… more
- Bank of America (Chicago, IL)
- …Responsible for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from ... offering Estate Settlement expertise. * Coordinates communication with internal support partners ( Tax , Compliance, Real Estate, Private Business Group) to ensure… more
- Truist (Chicago, IL)
- …treasury and payment solutions product suite as well as floating rate and F/X, private wealth , insurance and other services . Senior investment banking ... relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside… more
- Federal Emergency Management Agency (Chicago, IL)
- …grants and cooperative agreements (CA) and providing related technical assistance and services . The ideal candidate for this position will have experience in the ... and cooperative agreements (CA) and providing related technical assistance and services . Typical assignments include: Analyzing information to identify issues, weigh… more