- 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
- 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
- US Bank (Chicago, IL)
- …growth, thought leadership and coaching for the Midwest Region of US Bank Private Wealth Management (PWM). The candidate builds strong internal partnerships with ... wealth management, including financial planning, investments, estate, and tax . **Preferred Skills/Experience** + Strong leadership skills and planning expertise… more
- PNC (Chicago, IL)
- …valued and have an opportunity to contribute to the company's success. As a Private Business Strategist within PNC's Private Bank organization, you will be based ... Assesses the scope and resources required for various modular tax , estate and financial plans and manages the resources...may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets… 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
- TEKsystems (Chicago, IL)
- …as a liaison between the home office and new financial advisors (FAs) joining Private Client Group (PCG) offices. Guidance is provided to perform varied work that is ... faced with high workloads and deadlines. * Provide a high level of customer service in a calm, courteous and professional manner. * Work independently as well as… 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