- 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
- 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
- Huntington National Bank (Chicago, IL)
- …customized advice and services to institutions and clients of the Huntington Private Bank with significant wealth and complexity Location: Columbus, OH - ... necessary tools and continuous training to effectively and successfully deliver advice and services to clients. + Collaborate with Wealth Management leaders to… more
- JPMorgan Chase (Chicago, IL)
- …manage between sales and service support needs of the product. JP Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the ... Private Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management Insurance and...or equivalent work experience + Relevant years within financial services the Private Bank preferably and a… more
- TIAA (Chicago, IL)
- …for managing a team of approximately 17-20 Portfolio Managers and support Wealth Management. Partners with the Managing Director on strategic management issues, this ... of overall client management by leading the partnership with Wealth Management and Office of CIO that will ensure...to meet financial and business targets outlined in the Private Asset Management scorecard ensure achievement of distinctive and… 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)
- …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
- KPMG (Chicago, IL)
- …+ Support selling, delivering, and leading client engagements assisting corporate and private equity clients in the Financial Services industry with significant ... Partner with KPMG teams including financial due diligence, accounting advisory services , transaction tax , management consulting financial management, enterprise… 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
- 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
- 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