- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Chicago, 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
- 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)
- 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 ... frameworks, consistently demonstrating your exemplary track record in delivering high -quality, outcome-focused solutions. The ideal candidate will be a dependable… more
- CIBC (Chicago, IL)
- … Manager ** , you'll focus on growing direct revenue, retaining high - net -worth client relationships, and expanding business within your portfolio. You'll ... investment objectives and organizational policies. + **Expand your portfolio:** Acquire new high - net -worth clients with complex financial needs by engaging in… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. ... clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in connection… 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
- TIAA (Chicago, IL)
- …of client relationship experience, in portfolio management and financial planning for high - net -worth clients **Preferred Qualifications:** + 10+ years of client ... relationship experience, in portfolio management and financial planning for high - net -worth clients + 3+ years' experience managing centralized and field-based… more
- Proven IT (Tinley Park, IL)
- …prioritize leads with strong follow-up and data accuracy. + Book minimum of 3 Net New meetings a week through persuasive outreach and discovery. + Research prospects ... to tailor communications effectively. + Manage a high volume of outbound activity while maintaining attention to detail in the sales cycle of prospects in the… more
- CIBC (Chicago, IL)
- … Manager to deliver comprehensive financial planning and exceptional service to our high - net -worth clients. This is a support role that allows you to focus ... Outcomes:** Prepare insightful performance reports, address liquidity needs, and manage tax strategies and manager transitions to enhance client results.… more
- BMO Financial Group (Chicago, IL)
- …oversight. Client Relationship Management: * Serve as a trusted advisor to high - net -worth individuals and families, addressing their fiduciary needs with ... or suburban Chicago offices as a client-facing individual contributor on a high performing team. The Director of Trust Administration is responsible for overseeing… more
- Wolters Kluwer (Chicago, IL)
- …to experience the value of connecting with colleagues. You will report to the Manager , Technical Customer Service, CP & ESG Enablon, and work under the leadership of ... experience. * Proficiency in one or more of the following: JavaScript, C#, . NET , HTML, XML, or CSS. * Solid understanding of enterprise application architecture and… more
- Wolters Kluwer (Riverwoods, IL)
- …to experience the value of connecting with colleagues. You will report to the Manager , Technical Customer Service, CP & ESG Enablon, and work under the leadership of ... experience. * Proficiency in one or more of the following: JavaScript, C#, . NET , HTML, XML, or CSS. * Solid understanding of enterprise application architecture and… more