- 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 strategies + Excellent analytical, technical, and tax accounting/technology skills + Exceptional client service … 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...As a Tax Senior Manager in our Private Wealth Tax practice, you… 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)
- …dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services . Deloitte's Global Center for ... answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services Tax -Exempt practice! What You'll Do As a Tax … more
- Fifth Third Bank, NA (Chicago, IL)
- …and collaboratively developing a Wealth Strategy to propose. Remains engaged with the Private Bank team in executing on the Wealth Strategy and assists the ... the client. + Will develop, present, modify and maintain, in collaboration with the full Private Bank team, a Wealth Strategy for each client and prospect. This… more
- Fifth Third Bank, NA (Chicago, IL)
- …other tools as identified. + Memorialize and help to maintain, in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect. This ... + Work closely with prospects, clients, and the client service teams to produce key current state analyses (Net...services , accounting, law, or other related discipline Sr. Wealth Planning Analyst LOCATION -- Cincinnati, Ohio 45202 Fifth… more
- Bank of America (Chicago, IL)
- … wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, ... client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/ tax minimization needs of these clients. **Desired Skills:**… more
- BMO Financial Group (Naperville, IL)
- …Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax , ... Designations: JD, CFP 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
- Cherry Bekaert (Chicago, IL)
- … Partner to be a growth engine for our Chicago Tax (https://www.cbh.com/ services / tax /) practice. Previous service line, regional, market, or industry ... practice focused on tax compliance and tax provision outsourcing for middle-market, private equity...and obtaining new clients. + Execute the Firm and Tax Service Line vision, strategy, and goals… more
- KPMG (Chicago, IL)
- …Management International Tax **Requisition Number:** 112416 - 32 **Function:** Tax Services **Area of Interest:** **State:** IL **City:** Chicago ... currently seeking a Manager/Senior Manager to join our International Tax (https:// tax .kpmg.us/ services /international- tax .html) practice.… more
- KPMG (Chicago, IL)
- … Tax Asset Management **Requisition Number:** 112458 - 32 **Function:** Tax Services **Area of Interest:** **State:** IL **City:** Chicago **Description:** ... Tax Asset Management to join our International Tax (https:// tax .kpmg.us/ services /international- tax .html) practice....with a focus on asset managers, real estate funds, private equity funds, sovereign wealth funds, and… more
- CIBC (Chicago, IL)
- …CIBC US provides tailored commercial and commercial real estate banking, private wealth management, personal and small business financial solutions, ... as well as cross-border banking services , to clients with North American operations. At our... Wealth franchises. **What you'll be doing:** CIBC Private Wealth Management provides integrated wealth… more
- KPMG (Chicago, IL)
- …Services - Transfer Pricing **Requisition Number:** 115289 - 32 **Function:** Tax Services **Area of Interest:** **State:** IL **City:** Chicago ... positions related to transfer pricing, including those in tax memoranda and opinions, private letter rulings,...pricing, econometric modeling, or statistical analysis in an audit, tax , and/or advisory firm, professional services firm,… more
- US Bank (Chicago, IL)
- …growth, thought leadership and coaching for the Midwest Region of US Bank Private Wealth Management (PWM). The candidate builds strong internal partnerships with ... of wealth management, including financial planning, investments, estate, and tax . Preferred Skills/Experience + Strong leadership skills and planning expertise +… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …the terms of their governing documents. DUTIES AND RESPONSIBILITIES: + Client Service + Coordinate fiduciary services for client relationships including cash ... Third Bank. Partner with the Senior Trust Advisors and Trust Administrators to service client base to ensure greater client satisfaction and retention. On behalf of… more
- Cherry Bekaert (Elgin, IL)
- …(https://www.cbh.com/about/awards-and-recognition/) , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert ... travel for specific projects as needed. Our practice's industry-focused teams (Financial Services ; Industrial & Consumer Goods; Private Equity; Professional … more
- Plante Moran (Chicago, IL)
- …food & beverage (F&B)/consumer packaged goods (CPG), construction, business & industrial services , and private equity. Our team is focused on aligning ... services . + Preference toward prior experience working with private equity. + Exceptional communication skills, both verbal and...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But… more
- Bank of America (Chicago, IL)
- …Responsible for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from ... offering Estate Settlement expertise. * Coordinates communication with internal support partners ( Tax , Compliance, Real Estate, Private Business Group) to ensure… more
- Truist (Chicago, IL)
- …treasury and payment solutions product suite as well as floating rate and F/X, private wealth , insurance and other services . Senior investment banking ... relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside… more
- Federal Emergency Management Agency (Chicago, IL)
- …of the National Flood Insurance Program (NFIP), possesses exceptional customer service , oral and written communication, public speaking, and administrative skills. ... issues, such as delinquency in the payment of debts, child support and/or tax obligations, as well as certain criminal offenses and illegal use or possession… more