- JPMorgan Chase (Chicago, IL)
- …your knowledge, skills, and abilities. You have found the right team. As a Trusts and Estates Client Tax Manager III within the Trusts & Estates ... + Extensive knowledge of fiduciary income tax , generation-skipping transfer tax , and estate tax + Relevant experience in the Trust business, either… 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)
- …understanding their goals and needs + Navigate complex tax laws applicable to estates and trusts + Continually keep updated with the latest legal changes and ... planning and wealth management + Organize and build sound estate plans, including drafting wills, trusts , and..., and power of attorney + Handle probate and trust administration, including probate court filings and tax… 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
- Aston Carter (North Barrington, IL)
- … tax returns. + Managing payroll for customers and payroll services. + Providing audit and tax services. + Estate and trust planning. + Income tax ... Responsibilities: + Assist with returns and audits during tax season. + Manage general accounting and payroll...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service. Diversity, Equity & Inclusion At… more
- Bank of America (Chicago, IL)
- …to fiduciaries. **Desired Qualifications** : + 5+ years' experience as a practicing Trusts & Estates lawyer in private practice and/or time employed by ... line of business function, strong understanding of Delaware directed trusts preferred + Experience working with trust ...partners + Technical expertise in areas of fiduciary, planning, tax regulatory, legal and compliance + Strong ability to… 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
- CIBC (Chicago, IL)
- …in personal tax , financial planning or investment management + Strong client service commitment + Strong interpersonal and verbal communication skills with the ... (https://www.cibc.com/en/about-cibc.html) CIBC US provides tailored commercial and commercial real estate banking, private wealth management, personal and small business… more
- Fox Rothschild LLP (Chicago, IL)
- …corporate, litigation, bankruptcy, labor & employment, tax , real estate , estate planning, estate administration, trust planning, trust ... reports. + Provides first-round review and analysis of new client /matter requests, determines compliance with new business acceptance protocols. +… 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 Bekaert we ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Edward Jones (Winnetka, IL)
- …to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward ... contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate...'s goals and why they are important to accelerate trust and help them stay on track. Edward Jones… more
- Publicis Groupe (Chicago, IL)
- …privacy policies, and implementing compliance strategies to protect personal data and maintain client trust . The ideal candidate will have a strong understanding ... technology solutions and business services including finance, accounting, legal, benefits, procurement, tax , real estate , treasury and risk management to help… more