- Cherry Bekaert (Chicago, IL)
- …to find your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business ... planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director , you will:** + Work with...review of and feedback on the work of other tax personnel. + Work with engagement and client… more
- Bank of America (Chicago, IL)
- Private Wealth Market Client Relationship Manager Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... is culture driven, resilient, results focused and effective. **Job Description:** The ** Private Wealth Market Client Relationship Manager** (PWCRM) is a direct… more
- KPMG (Chicago, IL)
- …Managing Director **Requisition Number:** 107608 - 32 **Function:** Tax Services **Area of Interest:** **State:** IL **City:** Chicago **Description:** Known ... a Managing Director to join our Closely Held Business/Family Office Tax Services Organization. Responsibilities: + Play a key role in growing KPMG's Closely… more
- Ankura (Chicago, IL)
- …excellence founded on innovation and growth. The Opportunity - Managing Director - (Finance/Accounting - CPA preferred) Ankura's Valuation and Transaction Advisory ... as provide in-depth advisory services on transaction, restructuring, strategic, tax and financial reporting issues. Our testifying experts have...professional to join our VTA community as a Managing Director based out of our New York or Chicago… more
- Ankura (Chicago, IL)
- …going- private transactions, joint ventures, divestitures, cross-border transactions, and tax -efficient structures + Maintains Series 79 and 63 FINRA licenses or ... is a team of excellence founded on innovation and growth. The Managing Director role with Ankura Capital Advisors offers an opportunity for the ideal candidate… more
- HUB International (Chicago, IL)
- …of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in ... our growing team! Hub is looking for a **National Director of Licensing and Compliance** who will play an...integration and compliance, Surplus Lines compliance and Surplus Lines tax filings) + Improve use of our platforms, workflows… more
- Fifth Third Bank, NA (Chicago, IL)
- …in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect. This represents the team's best thinking as to the steps the ... into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third will play...of all types. This position reports directly to the Director , Wealth Planning Analyst Team Lead. ESSENTIAL DUTIES AND… more