- 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 ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...tax accounting/technology skills + You have exceptional client service and communication skills with a demonstrated ability to… more
- Deloitte (Chicago, IL)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Deloitte (Chicago, IL)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...Do As a Tax Manager in our Private Wealth Tax practice, you… more
- JPMorgan Chase (Chicago, IL)
- …regulatory changes, manage reporting and documentation, provide oversight of third-party tax services vendors, and drive continuous improvement initiatives to ... make a significant contribution to our success. As a Wealth Management Trusts & Estates Tax Operations,...maintenance of procedure documentation + Provide oversight of Third-Party Tax Services Vendor to ensure tax… 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...Promoter Scores. + Provides customized advice and specialized planning services to HNW/UHNW client segments. + Facilitates/participates in goals-based… more
- TIAA (Chicago, IL)
- …for managing a team of approximately 17-20 Portfolio Managers and supporting Wealth Management. Partnering with the Managing Director on strategic management issues, ... of overall client management by leading the partnership with Wealth Management and the Chief Investment Office (CIO) to...+ Meet financial and business targets outlined in the Private Asset Management scorecard to ensure achievement of a… more
- CIBC (Chicago, IL)
- …discussed at the time of your interview._ **How you'll succeed** Work with Private Wealth Relationship Managers and Business Development Officers to review ... to properly oversee the administration the account. Partner with Private Wealth colleagues to perform this pre-acceptance...and on-going trust administration responsibilities + Working with the Tax Department to obtain income tax returns… more
- Wells Fargo (Chicago, IL)
- …The advisor offers knowledge of state and federal benefit programs, reviews fiduciary tax returns and delivers outstanding client service . The Special Needs ... of the wealth management business by promoting Special Needs Trust Services including onboarding new Special Needs Trusts and securing future fee business via… more
- BMO Financial Group (Chicago, IL)
- …Proactively manage and strengthen existing client relationships, ensuring high levels of service and responsiveness. * Coordinate with investment, tax , and ... tailored to clients' needs. Business Development & Growth: * Collaborate with internal wealth management, private banking, and estate planning teams to identify… more