- KPMG (Chicago, IL)
- …business, finance, or accounting + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... **Business Title:** Associate Director, Tax Accounting **Requisition Number:** 112648 -...conformity with tax law and documentation standards + Manage high volume client load with minimum supervision in addition… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Description A fast-growing and dynamic investment firm focused on the intersection of high - net worth individuals and alternative investments, is looking for ... an entrepreneurial and organized Associate in its investment group The successful candidate will...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Advisors, the ultra- high net worth division of J. P. Morgan Wealth Management, offers US based clients and their advisors the personalized service ... tailored to clients' specific needs. As a Client Service Associate with JP Morgan Advisors, you will be the...Series 7 and Series 63 licenses. **Responsibilities:** + Provide high quality, high touch service to JP… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Prepare individual, trust, and partnership federal and state income tax returns for ultra- high - net - worth families + Prepare tax projections and calculations ... to work in 2024. The Senior Tax & Accounting Associate will provide tax compliance and accounting support to...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- BMO Financial Group (Chicago, IL)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... loan repayment, loan structure, etc. + Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts. + Monitors covenants of clients within assigned portfolio to identify deteriorating credit conditions and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …tax returns for partnerships, S-corporations/C-corporations, trusts, estates, foundations, gift tax, and high - net worth individuals + Prepare and organize ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An Equal Opportunity Employer.… more
- Founder's CPA (Chicago, IL)
- …and individual tax returns with a strong focus on individual tax for founders and high net worth individuals + Managing, developing, and mentoring members of ... members and clients have to say about us here (https://5524996.fs1.hubspotusercontent-na1. net /hubfs/5524996/About%20FCPA%20-%20Job%20Postings%20-%2009.2023.pdf). What You'll Do As a member of our… more
- HUB International (Chicago, IL)
- …industry related continuing education training and courses. **Qualifications** + Experience working with high net worth insurance carriers is preferred. + ... large personal lines accounts for affluent clients, while acting with a high degree of independent discretion, autonomy, and decision-making. + Prepares annual… more
- Wells Fargo (Elmhurst, IL)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... program is a pre-requisite to transition into a non-exempt Associate Branch Manager (ABM) or exempt Branch Manager (BM)...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Robert Half Legal (Chicago, IL)
- …handling estate planning, estate administration, and business succession planning for moderate to high net - worth clients. Experience with gift and estate tax ... justin . rambert @ robert half legal com Requirements + Bachelor or Associate 's preferred; Paralegal certificate preferred + 3-5+ years of experience handling estate… more