- Grant Thornton (Chicago, IL)
- Job Description As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of complex tax returns and provide income, ... environment, and support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation… more
- Deloitte (Chicago, IL)
- …June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability to perform job… more
- Bank of America (Chicago, IL)
- …that is culture driven, resilient, results focused and effective. **Job Description:** The Private Wealth Strategist, part of Merrill's Strategic Wealth ... goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely...planning experience for UHNW families and individuals + Strong Tax , legal research and writing skills + Series 7… more
- BMO Financial Group (Chicago, IL)
- …strategic giving plans. + Advises on charitable vehicles (eg, donor-advised funds, private foundations, charitable trusts) and their tax implications. + ... a deep understanding of the emotional, social, and legacy-driven dimensions of wealth . The advisor will help clients move from transactional giving to… 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...study. + Post-graduate degree is desirable. + Experience with Private Equity principals and relevant planning strategies is highly… more
