- Grant Thornton (Chicago, IL)
- As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...tax accounting/technology skills + You have exceptional client service and communication skills with a demonstrated ability to… 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)
- …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...Do As a Tax Manager in our Private Wealth Tax practice, you… more
- JPMorgan Chase (Chicago, IL)
- …regulatory changes, manage reporting and documentation, provide oversight of third-party tax services vendors, and drive continuous improvement initiatives to ... make a significant contribution to our success. As a Wealth Management Trusts & Estates Tax Operations,...maintenance of procedure documentation + Provide oversight of Third-Party Tax Services Vendor to ensure tax… more
- BMO Financial Group (Chicago, IL)
- …Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax , ... Provides specialized wealth planning for High Net Worth / Ultra...Promoter Scores. + Provides customized advice and specialized planning services to HNW/UHNW client segments. + Facilitates/participates in goals-based… more
- CIBC (Chicago, IL)
- …discussed at the time of your interview._ **How you'll succeed** Work with Private Wealth Relationship Managers and Business Development Officers to review ... to properly oversee the administration the account. Partner with Private Wealth colleagues to perform this pre-acceptance...and on-going trust administration responsibilities + Working with the Tax Department to obtain income tax returns… more
- Wells Fargo (Chicago, IL)
- …The advisor offers knowledge of state and federal benefit programs, reviews fiduciary tax returns and delivers outstanding client service . The Special Needs ... of the wealth management business by promoting Special Needs Trust Services including onboarding new Special Needs Trusts and securing future fee business via… more
- CIBC (IL)
- …you will focus on complex self employed loans for high-net-worth commercial and private wealth clients. You will apply independent judgment within established ... collateral, and potential total exposure risks. This includes commercial business tax returns, capital gains/losses, foreign lending income and documents, and… more