- 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
- 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...group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks… more
- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible for ... offering personalized advice and wealth management related to Special Needs Trusts for HNW...knowledge of state and federal benefit programs, reviews fiduciary tax returns and delivers outstanding client service. The Special… 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 ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a ** Senior ** **Portfolio Consumer Underwriter (Underwriter III)** , you will… more
- UMB Bank (Springfield, IL)
- …you will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing ... policies and procedures. + You will work collaboratively with Senior Associates on team to resolve complex administrative issues...escalations. + You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas,… more