- 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
- 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 ... environment, and support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation… 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
- 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
- BMO Financial Group (Chicago, IL)
- …tailored to clients' needs. Business Development & Growth: * Collaborate with internal wealth management, private banking, and estate planning teams to identify ... ensuring high levels of service and responsiveness. * Coordinate with investment, tax , and estate planning professionals to provide holistic financial solutions… more