- Wipfli LLP (Lincolnshire, IL)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...and RIA Checkpoint, with a primary focus on income/estate tax matters. + Preparing written deliverables, such as emails,… more
- Wipfli LLP (Lincolnshire, 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
- Charles Schwab (Chicago, IL)
- … Tax , Trust, and Estate attorney strongly preferred + Extensive experience advising high net worth clients. + Shown experience in discovering unstated needs ... to provide detailed, highly sophisticated advice to entrepreneurs and other high - net -worth individuals with sophisticated financial affairs, substantial business… more
- Cherry Bekaert (Elgin, 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 (Arlington Heights, 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
- Bank of America (Chicago, IL)
- …minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net worth ... Portfolio Manager III Chicago, Illinois **Job Description:** At Bank...Description:** This job is responsible for working with complex, high - net -worth investors to create customized investment strategies.… more
- Deloitte (Chicago, IL)
- Manager Full-Stack Software Engineer 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 -visibility projects. Your expertise will be pivotal in delivering...+ 6+ years proven experience with Angular, React, C#, . NET Core + 6+ years of experience with cloud-native… more
- Bank of America (Chicago, IL)
- …minimum of 5 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net worth ... Portfolio Manager II Chicago, Illinois **Job Description:** At Bank...related work experience. * Broad-based technical knowledge of investments, tax , legal and operations necessary to service clients. *… more
- CIBC (Chicago, IL)
- …Relationship Manager in delivering financial planning and exceptional service to high - net -worth and ultra- high - net -worth clients. You'll assist with ... performance reporting against benchmarks, address liquidity needs, and manage tax loss harvesting and manager changes. +...needs, and manage tax loss harvesting and manager changes. + **Deliver exceptional service:** Respond to client… more
- Deloitte (Chicago, IL)
- The Senior Manager , Cloud Engineering is a senior technical leader responsible for setting the vision, strategy, and execution for cloud and hosting platform ... collaborate across business and technology functions to deliver innovative, high -impact hosting solutions that support enterprise objectives. Recruiting for this… more
- BMO Financial Group (Chicago, IL)
- …for driving new business growth by developing and deepening relationships with high - net -worth (HNW) and ultra- high - net -worth (UHNW) individuals, ... and COIs. **Targeted Trust Administration Responsibilities** * Serve as a relationship manager for select fiduciary accounts, ensuring high -touch client service… more
- Bank of America (Chicago, IL)
- …Credit Underwriting or Portfolio Management Experience + Experience in reviewing High Net Worth Personal Financial Statements and Tax Returns, as well as ... make an impact. Join us! **Job Description:** This Portfolio Manager position is responsible for the on-going monitoring of...variety of industries, and include Corporations, as well as High Net Worth Individual and International accounts.… more
- BMO Financial Group (Winnetka, 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
- BMO Financial Group (Winnetka, IL)
- …and retention strategy the portfolio. + Provides superior service to an assigned portfolio of high and ultra- high net worth clients with an objective of ... Develops, manages, retains and grows profitable banking relationships with high - net -worth clients and prospects. Assists in the design, development and delivery… 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