- Wipfli LLP (Chicago, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- Bank of America (Chicago, IL)
- …JD considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong ... Estate Settlement Officer II (ESO II), Estate...Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust … more
- Deloitte (Chicago, IL)
- …practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private 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 for… more
- Wipfli LLP (Chicago, IL)
- …and coordinating tax compliance and advisory work for clients + Review Individual, Trust , and Estate tax returns + Lead client relationships on day ... to day tax matters supporting partners with service execution and development...through CPE, firm/industry group events, webinars, etc. + Review tax -related information to include tax provisions, depreciation… more
- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) ... knowledge of state and federal benefit programs, reviews fiduciary tax returns and delivers outstanding client service. The Special...needs trust accounts as an attorney or trust officer; expert knowledge of complex estate … more
- BMO Financial Group (Chicago, IL)
- …advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in connection with their overwall wealth ... at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks creatively to address… more
- Fifth Third Bank, NA (Chicago, IL)
- …-Work closely with the Senior Guardianship Advisors, Guardianship Advisors and Trust Tax Accountants to ensure reporting is accurate and timely for ... at Fifth Third Bank. GENERAL FUNCTION: Partner with the Senior Guardianship Advisors and Guardianship Advisors in every aspect...in the areas of Guardianship, Trust Administration, Estate Planning, and Estate Tax … more
- Brookfield Properties (Chicago, IL)
- …Job Description Position Summary We are seeking a highly skilled and experienced Senior Accountant to join our corporate accounting team. The ideal candidate will ... contribute to process improvements. Reporting to the Corporate Accounting Manager, the Senior Accountant will be responsible for supporting a co-sourced team of… more
- KeyBank (Chicago, IL)
- …related field or equivalent experience * Depth and breadth of knowledge of tax , investments, and estate planning strategies for uhnw families * Excellent ... Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with...a large and complex UHNW family * Establishes deep trust and confidence with Family Wealth clients while to… more
- Publicis Groupe (Chicago, IL)
- …solutions and business services including finance, accounting, legal, benefits, procurement, tax , real estate , treasury and risk management. We continually ... and implementing compliance strategies to protect personal data and maintain client trust . The ideal candidate will have a strong understanding of privacy laws,… more