- JPMorgan Chase (Chicago, IL)
- …your knowledge, skills, and abilities. You have found the right team. As a Trusts and Estates Client Tax Manager III within the Trusts & Estates ... + Extensive knowledge of fiduciary income tax , generation-skipping transfer tax , and estate tax + Relevant experience in the Trust business, either… more
- Cherry Bekaert (Elgin, IL)
- …taken. + Provide timely on-site review of and feedback on the work of other tax personnel. + Work with engagement and client personnel to address extremely ... timely status updates and communicate and involve the partner in the resolution of client service, tax or accounting problems/issues as they arise. + Work to… more
- KPMG (Chicago, IL)
- … client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients + Review and provide analyses of complex individual ... income tax , gift, estate , and trust ...family offices + Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients… 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 + ... Chicago Metro market. The successful candidate will manage the client 's tax compliance needs, anticipate tax...transactions and related matters + Experience with complex individual tax compliance and planning; estate tax… more
- Deloitte (Chicago, IL)
- …+ Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements in the real estate industry. + Advising ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you... Senior Manager within the Investment Management - Real Estate Tax group, you will provide federal… more
- Wipfli LLP (Chicago, IL)
- … tax compliance and advisory work for clients + Review Individual, Trust , and Estate tax returns + Lead client relationships on day to day tax ... to include tax provisions, depreciation schedules, property tax returns, etc. + Lead multi-disciplined client ...property tax returns, etc. + Lead multi-disciplined client service teams for account planning + Prepare and… more
- Bank of America (Chicago, IL)
- …us! **Job Description:** Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a higher level of technical ... * Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require...a higher level of technical expertise and knowledge in estate and trust administration. * Responsible for… more
- Robert Half Legal (Chicago, IL)
- …Trusts , Grantor Retained Annuity Trusts , etc. + Draft flowcharts of client 's estate plan + Draft affidavits, statements, distribution and asset schedules ... Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of...identification numbers + Draft Estate and Gift tax returns + Maintain trust / estate … more
- Fifth Third Bank, NA (Oak Brook, IL)
- …matters (eg estate planning, probate, estate , gift and income tax planning, guardianships, special needs trusts , state-specific laws) + May participate ... bank policies, procedures and guidelines + Work closely with Trust Tax Team to ensure proper ... estate planning strategies and income, gift and estate tax matters + Operate effectively in… more
- Grant Thornton (Chicago, IL)
- …Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate , and gift tax planning ... tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From...consulting to our firm's high net worth clients for estate , wills and trusts taxation, and individual… more
- Aston Carter (North Barrington, IL)
- … tax returns. + Managing payroll for customers and payroll services. + Providing audit and tax services. + Estate and trust planning. + Income tax ... Responsibilities: + Assist with returns and audits during tax season. + Manage general accounting and payroll...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service. Diversity, Equity & Inclusion At… more
- Bank of America (Chicago, IL)
- …a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and ... + Stays up to date with major developments in trust , estate /wealth transfer and financial planning, while... and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable… more
- Fifth Third Bank, NA (Chicago, IL)
- …client 's advisors. + Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops ... through the development, delivery and implementation of advanced planning techniques: ( estate , tax , insurance, option, investment, retirement). + Reviews all… more
- Fifth Third Bank, NA (Chicago, IL)
- …priorities, goals and objectives. + Understand and memorialize the entirety of the client 's and prospects current financial structure ( estate & wealth transfer, ... through the development, delivery and implementation of advanced planning techniques: ( estate , tax , insurance, option, investment, retirement). + Conducts… more
- BMO Financial Group (Chicago, IL)
- …research, portfolio implementation, and investment reporting), Family Wealth Strategies ( estate and tax planning, risk management, philanthropic planning ... is to be the family office that defines exceptional client experience. We seek to provide high-touch and objective...advisory, lending and cash management), and Fiduciary Advisory Services ( estate settlement, trusteeship and trust ). We deliver… more
- BMO Financial Group (Naperville, IL)
- …advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in connection with their overwall wealth ... planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to...that help to broaden the dialogue and enhance the client relationship in order to consolidate client … more
- Edward Jones (Wheaton, IL)
- …to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward ... contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate...'s goals and why they are important to accelerate trust and help them stay on track. Edward Jones… more
- Rush University Medical Center (Chicago, IL)
- …high performance teams * Experience creating and maintaining client /vendor/department relationships **Preferred Job Qualifications:** * Master's Degree preferred. ... accessing, and management of all external funding channels, including tax -exempt and taxable bonds, commercial banks, commercial paper, commercial mortgages,… more