- Bank of America (Chicago, IL)
- Fiduciary Tax Team Leader Providence, Rhode Island;Chicago, Illinois; Wilmington, Delaware; Conshohocken, Pennsylvania; Jacksonville, Florida **Job ... leading and mentoring a diverse team of tax associates who provide fiduciary tax...connects with others across the organization to achieve results ** Team Leader Responsibilities:** This position may also… more
- Wipfli LLP (Chicago, IL)
- …pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. ... work for clients. + Review Federal and Multi-State Partnership tax returns. + Lead day-to-day client relationships,...issues and/or opportunities in engagements and discuss with engagement leader . + Perform a limited number of tax… more
- Deloitte (Chicago, IL)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... gift work papers and tax returns, as well prepare and lead ...be involved in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private… more
- Deloitte (Chicago, IL)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... Are you a leader and strategic thinker with extensive first-hand knowledge...tax implications of transactions to the client. The Team At Deloitte Tax LLP, our Private… more
- Wipfli LLP (Chicago, IL)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... issues and/or opportunities in engagements and discuss with engagement leader + Perform a limited number of tax...Room is strongly desired Amanda Feltner, from our recruiting team , will be guiding you through this process. Visit… more
- Wipfli LLP (Lincolnshire, IL)
- …matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus ... on income/estate tax matters. + Preparing written deliverables, such as emails,...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- Opportunity International (Chicago, IL)
- …+ Controller + Tax Accountant + SVP, Strategy + Program Management Team Lead + Chief Philanthropy Officer + Executive Vice President, IPCS (international ... reports for donors and individual projects and programs. + Lead the annual audit process and liaise with external...USDA, UNCDF, IADB, or similar) and coordinating USAID contracts.Experienced team leader with a demonstrated record of… more
- JPMorgan Chase (Chicago, IL)
- …recognized legal team , where you can specialize in areas like tax , charitable, digital, or regulatory matters. Work alongside experienced professionals in a ... Assistant General Counsel in our Trust & Estates legal team , you will be part of a small, dynamic...forms for administration. + Analyze issues related to charitable fiduciary accounts, oil & gas, minerals, and tax… more
- The Chicago Community Trust (Chicago, IL)
- …the Trust's governing board and also supports the Trustees Committee, a co- fiduciary to the organization's endowment. The General Counsel reports to the President ... & CEO and serves on the Trust's senior leadership team . Success in this role will require a creative,...mission. Position Responsibilities: Legal Affairs & Risk Management + Lead and manage all legal affairs of the Trust;… more
- Truist (Chicago, IL)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... cost-to-serve requirements of the corporation. + Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects +… more