- Deloitte (Chicago, IL)
- …May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- City National Bank (Chicago, IL)
- …IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is responsible for expanding CNR's relationships ... by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process,...and COIs. * Keep abreast of important legislative and tax changes. * Participate in the sales process to… more
- Grant Thornton (Chicago, IL)
- …Federal Corporate and Partnership solution families, State and Local Tax , International Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND ... other taxing authorities + Identifying, researching, and assessing various tax issues while also providing information to senior... tax issues while also providing information to senior staff members + Providing on-the-job training to junior… more
- The Chicago Community Trust (Chicago, IL)
- …manages all its legal affairs. The General Counsel provides counsel to the Trust's senior leadership and board on a wide range of legal, policy and operational ... the President & CEO and serves on the Trust's senior leadership team. Success in this role will require...Advise on compliance with all applicable law, including nonprofit, tax , employment, contract, trust, data privacy, and philanthropic law.… more
- Bank of America (Chicago, IL)
- …with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. * Knowledge of fiduciary ... of client accounts. Implements policies and programs approved by management. Assists senior manager with major accounts. Works under the direction of management or… more