- JPMorgan Chase (Chicago, IL)
- As a Trusts and Estates Client Tax Manager...generation-skipping transfer tax , and estate tax + Relevant experience in the Trust ... III within the Trusts & Estates (T&E) Tax practice team in Wealth...will collaborate closely with various internal T&E groups, including trust settlements, estate settlements, and regional … more
- Cherry Bekaert (Chicago, 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 (Chicago, 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
- Deloitte (Chicago, IL)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax ...related to tax planning opportunities and the tax implications of transactions to the client .… more
- Robert Half Finance & Accounting (Hoffman Estates, IL)
- …will play a significant role in preparing and reviewing complex corporate, individual and trust & estate tax returns, including multi-state and multi-entity ... ###@roberthalf.c0m We are offering an exciting opportunity for a Tax Manager - Public in HOFFMAN ESTATES ,... ESTATES , Illinois. This role will involve managing tax and accounting client engagements within a… 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
- Deloitte (Chicago, IL)
- …fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare and lead client meetings on compliance ... compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable...related to tax planning opportunities and the tax implications of transactions to the client .… 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
- 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
- BMO Financial Group (Chicago, IL)
- Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects ... of Trust & Estate account management and administration... Administration processes and procedures + In-depth knowledge of Trust Tax , Trust Accounting and… more
- Robert Half Legal (Chicago, IL)
- … client relations * Excellent communication skills, both written and verbal * Experience in Estate Planning, Corporate Trust , and Tax - Trust & ... be an integral part of the team, focusing on client relations, case management, and various administrative duties. This...estate planning and corporate law procedures * Facilitate client relations and maintain a high level of communication… 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 (Hinsdale, 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
- 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