- Wipfli LLP (Naperville, IL)
- … estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery...Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Chicago, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and… more
- Deloitte (Chicago, IL)
- …any of these questions you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you...estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management -… more
- Bank of America (Chicago, IL)
- …JD considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong ... the Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary… more
- Cherry Bekaert (Chicago, IL)
- …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... clients for over 70 years. We are seeking a ** Tax Manager ** to support our Chicago Metro...transactions and related matters + Experience with complex individual tax compliance and planning; estate tax… more
- 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 ... and year-end reviews + Researching and consulting on various tax matters, primarily in the federal estate ,...we believe in making business more personal and building trust into every result - for our clients and… more
- Deloitte (Chicago, IL)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare and… more
- Cherry Bekaert (Chicago, IL)
- **Description** Manager - Strategic Projects Do you like the public accounting environment but are looking for a more dynamic and challenging experience? Are you in ... (https://www.cbh.com/about/awards-and-recognition/) , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we… more
- CIBC (Chicago, IL)
- …**What you'll be doing** As a **Community Development Affordable Housing Relationship Manager (RM)** , you'll play a vital role in supporting community development ... originating, and managing a portfolio of loans focused on low-income housing tax -credit (LIHTC) financed projects. You'll work directly with clients throughout the… more
- Bank of America (Chicago, IL)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly...planning experience for UHNW families and individuals + Strong Tax , legal research and writing skills + Series 7… more
- Brookfield Properties (Chicago, IL)
- …ability to contribute to process improvements. Reporting to the Corporate Accounting Manager , the Senior Accountant will be responsible for supporting a co-sourced ... policies and procedures. + Coordinate with departments such as finance, treasury, tax , and legal to support accurate accounting treatment for business activities. +… more
- BMO Financial Group (Chicago, IL)
- …advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in connection with their overwall wealth ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
- CIBC (Chicago, IL)
- …CIBC's Community Development investment portfolio. You'll act as an originator and portfolio manager for key investment products such as Low-Income Housing Tax ... of experience in community development investment or lending, commercial real estate lending, or similar roles. + **Knowledgeable in community development:** You're… more