- Bank of America (Chicago, IL)
- …for U/HNW families. Focus may be on transfer of inter-generational wealth , estate planning , diversification of a concentrated position, philanthropy, ... wealth planning topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement planning and… more
- Deloitte (Chicago, IL)
- …family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make ... needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services.… more
- Deloitte (Chicago, IL)
- …family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make ... needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services.… more
- Grant Thornton (Chicago, IL)
- …six to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a combination of ... As the Private Wealth Services Tax Manager, you'll conduct primary and...secondary reviews of complex tax returns and provide income, estate , and gift tax planning strategies for… more
- Deloitte (Chicago, IL)
- …Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate , Private Equity, ... Funding and Liquidity Risk Management, and SR 16-3 Interagency Guidance on Funds Transfer Pricing. + Experience in the implementation and execution of a liquidity… more