- Dorsey & Whitney LLP (Chicago, IL)
- Tax , Trusts , and Estates Associate ...family offices, and family-owned businesses in all areas of estate and tax planning-all while helping build ... (#988) - Chicago Dorsey & Whitney LLP is seeking an associate with at least two years of experience to join the Tax , Trusts , and Estates Practice Group… more
- JPMorgan Chase (Chicago, IL)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust...+ Work with the Account Opening Group to open estate or trust accounts. + Interpret the… more
- Wipfli LLP (Lincolnshire, 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, ... Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… more
- Wipfli LLP (Lincolnshire, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... drafting) associated with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family… more
- Robert Half Legal (Chicago, IL)
- …and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust / estate financial records For immediate consideration, ... moderate to high net-worth clients. Experience with gift and estate tax filings is preferred. This position...Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of… more
- Robert Half Legal (Oak Brook, IL)
- …planning and estate & trust administration + Experience preparing estate and gift tax filings highly preferred + Excellent communication and ... moderate to high net-worth clients. Experience with gift and estate tax filings is highly preferred. This... Planning Paralegal Responsibilities: + Oversee all aspects of estate and trust administration, including preparing and… more
- Grant Thornton (Chicago, IL)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives + Assisting in matters involving fraud,… more
- Robert Half Legal (Northbrook, IL)
- …located in the North Shore suburbs seeking a Trusts & Estates Associate Attorney to join its growing estate planning practice. This is an excellent ... growth potential in a collaborative environment. Responsibilities + Support estate and trust administration, including coordination of...and gift tax filings + Draft customized estate planning documents, including wills, trusts , and… more
- Cherry Bekaert (Chicago, IL)
- Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Project Finance Associate to join the SFS team. We offer an opportunity to work with a ... experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment,...feet of new and improved commercial and industrial real estate . SFS's current portfolio consists of investments in areas… more
- Edward Jones (Morton Grove, IL)
- …to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward ... client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones...advisors. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account and flexible spending account.… more