- 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 (Tinley Park, 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
- Grant Thornton (Chicago, IL)
- … returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with ... As the Private Wealth Services Tax Manager , you'll conduct primary and... tax planning and consulting to our firm's high net worth clients for estate, wills… 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 (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 ... 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 (Chicago, 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
- Deloitte (Chicago, IL)
- Manager Full-Stack Software Engineer Role Overview: As a Manager Full-stack Software Engineer, you will actively engage in your engineering craft, taking a ... hands-on approach to multiple high -visibility projects. Your expertise will be pivotal in delivering...+ 6+ years proven experience with Angular, React, C#, . NET Core + 6+ years of experience with cloud-native… more
- Bank of America (Chicago, IL)
- …minimum of 5 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net worth ... Portfolio Manager II Chicago, Illinois **Job Description:** At Bank...related work experience. * Broad-based technical knowledge of investments, tax , legal and operations necessary to service clients. *… more
- CIBC (Chicago, IL)
- …Relationship Manager in delivering financial planning and exceptional service to high - net -worth and ultra- high - net -worth clients. You'll assist with ... performance reporting against benchmarks, address liquidity needs, and manage tax loss harvesting and manager changes. +...needs, and manage tax loss harvesting and manager changes. + **Deliver exceptional service:** Respond to client… more
- Deloitte (Chicago, IL)
- The Senior Manager , Cloud Engineering is a senior technical leader responsible for setting the vision, strategy, and execution for cloud and hosting platform ... collaborate across business and technology functions to deliver innovative, high -impact hosting solutions that support enterprise objectives. Recruiting for this… 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
- Bank of America (Chicago, IL)
- …Credit Underwriting or Portfolio Management Experience + Experience in reviewing High Net Worth Personal Financial Statements and Tax Returns, as well as ... make an impact. Join us! **Job Description:** This Portfolio Manager position is responsible for the on-going monitoring of...variety of industries, and include Corporations, as well as High Net Worth Individual and International accounts.… 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