- 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
- Grant Thornton (Chicago, IL)
- …solution families, State and Local Tax , International Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing ... LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a… 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; including the ... Private Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management Insurance and...and achieve peace of mind in retirement by offering tax -advantaged asset growth, guaranteed income, and financial security for… more
- The Chicago Community Trust (Chicago, IL)
- …Descriptions: Internship Title: Community Impact Internship (Policy Change and Community Wealth Track) Description: This is a yearlong hybrid internship (June 2025 ... within our two Community Impact strategies of Policy Change and Community Wealth . Community Wealth Strategy: After decades of underinvestment in majority… 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
- 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
- Cherry Bekaert (Chicago, IL)
- …a **Great Place to Work** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared ... 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)
- …a **Great Place to Work** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared ... areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details,… 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
- Cherry Bekaert (Chicago, IL)
- …a **Great Place to Work** , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared ... areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details,… 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
- Federal Emergency Management Agency (Chicago, IL)
- …grants and cooperative agreements (CA) and providing related technical assistance and services . The ideal candidate for this position will have experience in the ... and cooperative agreements (CA) and providing related technical assistance and services . Typical assignments include: Analyzing information to identify issues, weigh… more
- BMO Financial Group (Chicago, IL)
- …Proactively manage and strengthen existing client relationships, ensuring high levels of service and responsiveness. * Coordinate with investment, tax , and ... tailored to clients' needs. Business Development & Growth: * Collaborate with internal wealth management, private banking, and estate planning teams to identify… more
- Fifth Third Bank, NA (Chicago, IL)
- …Directors, track and report results monthly. + Provide professional consulting / advisory services and solutions to Private Bank clients through the development, ... FUNCTION: The Senior High Net Worth Insurance Specialist works within the Wealth and Asset Management team to provide the right comprehensive insurance solutions… more