- Grant Thornton LLP (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
- BMO Financial Group (Chicago, IL)
- … Wealth Advisors. **Key Dimensions** + Supports business development, sales and service delivered by Private Wealth Advisors and Lead Relationship ... vision is to be the single reference point for service to families of significant wealth . Our...individuals who can identify issues and develop solutions. The Private Wealth Analyst will have the opportunity… more
- Cherry Bekaert (Chicago, IL)
- …protection, family government services , estate and succession, planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director, you ... Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry...and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional… more
- BMO Financial Group (Hinsdale, 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)
- …engaging in business development opportunities. **Key Responsibilities** + Execute the Firm and Tax Service Line vision, strategy, and goals for the firm ... for an experienced tax partner looking to make an impact in our Corporate Tax Practice (https://www.cbh.com/ services / tax /) , which is focused on tax … more
- Plante Moran (Chicago, IL)
- …experience Our difference. On the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But dig a little deeper, and ... Tax Manager or Tax Sr. Manager-...to specialize or would rather gain exposure across many service lines, you won't be limited at Plante Moran.… more
- Plante Moran (Chicago, IL)
- …sales solutions for existing clients and targets + Promote the company's products or services to prospective clients + Attend private equity and other industry ... Private Equity - Business Development Specialist + Location:...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But… more
- KPMG (Chicago, IL)
- …Services - Transfer Pricing **Requisition Number:** 115289 - 32 **Function:** Tax Services **Area of Interest:** **State:** IL **City:** Chicago ... - EVS, Transfer Pricing to join our Valuations practice. (https:// tax .kpmg.us/ services /valuations.html) Responsibilities: + Work closely with field professionals… more
- CIBC (Chicago, IL)
- …integrated client experience. You will serve as a critical point of contact for all service -related needs of CIBC Private Wealth clients. In addition, you ... inquiries and problems through effective interaction with clients, custodial partners, CIBC Private Wealth Relationship Managers, and operations departments in a… more
- CIBC (Chicago, IL)
- …critical point of contact for all service related needs of a CIBC Private Wealth client. This role is responsible for building and maintaining client ... relationships. The Client Service Manager works in a team-oriented environment with Relationship...problems through effective interaction with clients, custodial partners, CIBC Private Wealth Relationship Managers, and operations departments… more
- Cherry Bekaert (Chicago, IL)
- …(https://www.cbh.com/about/awards-and-recognition/)** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry ... travel for specific projects as needed. Our practice's industry-focused teams (Financial Services ; Industrial & Consumer Goods; Private Equity; Professional … more
- Cherry Bekaert (Chicago, IL)
- …travel for specific projects as needed. Our practice's industry-focused teams (Financial Services ; Industrial & Consumer Goods; Private Equity; Professional ... areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details,… more
- Cherry Bekaert (Chicago, IL)
- …Public Accounting, **Cherry Bekaert** has over 75 years of experience providing assurance, tax and advisory services that offer guidance and support to help ... areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details,… more
- Cherry Bekaert (Chicago, IL)
- …areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details, ... a result of continued growth in our Deal Advisory (https://www.cbh.com/ services /advisory/transaction-advisory- services /deal-advisory/) practice, we are looking to add… 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
- Federal Emergency Management Agency (Chicago, IL)
- …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 ... position. You must successfully pass a background investigation. Selective Service registration required. Current federal employees must meet time-in-grade… more