- Wipfli LLP (Tinley Park, IL)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...and RIA Checkpoint, with a primary focus on income/estate tax matters. + Preparing written deliverables, such as emails,… more
- Wipfli LLP (Naperville, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... opportunity. Responsibilities Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Federal… more
- Charles Schwab (Chicago, IL)
- … Tax , Trust, and Estate attorney strongly preferred + Extensive experience advising high net worth clients. + Shown experience in discovering unstated needs ... to provide detailed, highly sophisticated advice to entrepreneurs and other high - net -worth individuals with sophisticated financial affairs, substantial business… more
- Cherry Bekaert (Elgin, IL)
- …and partnership returns + Build and serve our partnerships and high net -worth individuals with estate, gift and trust tax planning and compliance needs ... and Advisory services to our clients for over 70 years. We are seeking a ** Tax Manager ** to support our Chicago Metro market. The successful candidate will… more
- Grant Thornton (Chicago, IL)
- As the Transaction Tax Manager , you will lead innovative tax planning, consulting, and compliance skills on M&A projects for your multiple clients - all with ... succeed. From day one, you will be empowered by high quality tools and resources to thrive in their...corporate earnings and profits + Perform detailed analyses of net operating loss/ tax credit carry forward limitations… more
- Deloitte (Arlington Heights, IL)
- …consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement leaders to address ... motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax ...Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer… more
- General Motors (Springfield, IL)
- **Job Description** **The Role** The Data Science Manager in Marketing Applied Sciences, Activation Science, will lead a talented team of data scientists in the ... team, along with business stakeholders, to identify, frame, develop, and execute high -impact experiments and broader data science projects successfully. + Stay up to… more
- Bank of America (Chicago, IL)
- …Description:** Responsible for delivery of integrated credit solutions to corporate and high net worth clients. Partner closely with client-facing teammates in ... to determine credit worthiness and appropriate credit product solutions + Analyzing High Net Worth Individuals' financial statements, business and personal … more
- BMO Financial Group (Winnetka, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. ... clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in connection… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Requirements Qualifications * 5-7 years' work experience working in accounting preferably the high net worth area. * Relevant undergraduate degree required. * ... Chicago's top companies. Overview The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management,… more
- BMO Financial Group (Chicago, IL)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, loan ... closing and managing multifamily construction loans for Low Income Housing Tax Credit Developments across the US Facilitates decisioning and analysis of… more