- Wipfli LLP (Chicago, IL)
- …pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. ... work for clients. + Review Federal and Multi-State Partnership tax returns. + Lead day-to-day client relationships,...issues and/or opportunities in engagements and discuss with engagement leader . + Perform a limited number of tax… more
- Deloitte (Chicago, IL)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... gift work papers and tax returns, as well prepare and lead ...be involved in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private… more
- Deloitte (Chicago, IL)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... Are you a leader and strategic thinker with extensive first-hand knowledge...tax implications of transactions to the client. The Team At Deloitte Tax LLP, our Private… more
- Wipfli LLP (Chicago, IL)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... issues and/or opportunities in engagements and discuss with engagement leader + Perform a limited number of tax...retail distribution experience required Bridgette Kahny, from our recruiting team , will be guiding you through this process. Visit… more
- Wipfli LLP (Chicago, IL)
- …matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus ... on income/estate tax matters. + Preparing written deliverables, such as emails,...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- Fifth Third Bank, NA (Chicago, IL)
- …policies and procedures governing fiduciary relationships. Primary responsibility for the fiduciary team 's interface with the trust accounting system, the IA ... Workflow System, the Unique Assets Team , Tax Department and all trust operations...information -Perform administrative support as directed by the Guardianship Team Lead SUPERVISORY RESPONSIBLITIES: N/A KNOWLEDGE &… more
- Opportunity International (Chicago, IL)
- …+ Controller + Tax Accountant + SVP, Strategy + Program Management Team Lead + Chief Philanthropy Officer + Executive Vice President, IPCS (international ... reports for donors and individual projects and programs. + Lead the annual audit process and liaise with external...UNCDF, IADB, or similar) and coordinating USAID contracts. Experienced team leader with a demonstrated record of… more
- Wells Fargo (Oak Brook, IL)
- …further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...will:** + Manage and develop a Business Growth Strategy team working on developmental strategies for WIM Mortgage to… more
- Truist (Chicago, IL)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... cost-to-serve requirements of the corporation. + Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects +… more