- 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
- Grant Thornton (Chicago, IL)
- …solution families, State and Local Tax , International Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing ... LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a… more
- JPMorgan Chase (Chicago, IL)
- …manage between sales and service support needs of the product. JP Morgan Wealth Management serves clients across the entire wealth spectrum; including the ... Private Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management Insurance and...and achieve peace of mind in retirement by offering tax -advantaged asset growth, guaranteed income, and financial security for… more
- BMO Financial Group (Winnetka, 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
- HUB International (Oakbrook Terrace, IL)
- …business insurance, employee benefits, risk services , personal insurance, retirement, and private wealth management products and services . With over $5 ... our industry leading success in mergers and acquisitions. **General Summary:** The Payroll Tax Administrator is responsible for monitoring all US payroll tax … more
- BMO Financial Group (Chicago, IL)
- …**Qualifications & Experience** * 10+ years of experience in trust and estate services , fiduciary advisory, or wealth management. * Proven business development ... fiduciary risk. * Strong understanding of OCC regulations, fiduciary laws, estate tax considerations, and wealth transfer strategies. * Exceptional communication… more
- The Chicago Community Trust (Chicago, IL)
- …organization. + Advise on compliance with all applicable law, including nonprofit, tax , employment, contract, trust, data privacy, and philanthropic law. + Represent ... paralegal. Philanthropy & Grant Making + Consult with colleagues from philanthropic services and finance teams, as needed, on legal matters pertaining to charitable… more
- Bank of America (Chicago, IL)
- …an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. * Knowledge of fiduciary and ... through extensive related work experience. * Broad-based technical knowledge of investments, tax , legal and operations necessary to service clients. * Knowledge… more
- Bank of America (Chicago, IL)
- …an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. * Knowledge of fiduciary and ... financial products and services required through extensive related work experience. * Broad-based...related work experience. * Broad-based technical knowledge of investments, tax , legal and operations necessary to service … 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