- Forvis Mazars, LLP (Chicago, IL)
- …Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, ... your flexibility to help clients grow, preserve, and protect wealth . The Private Client Tax ... tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private… more
- Grant Thornton LLP (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)
- …the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing the office ... Private Wealth Market Client Relationship Manager...Wealth Management is a leading provider of comprehensive wealth management and investment products and services … more
- Cherry Bekaert (Chicago, IL)
- …protection, family government services , estate and succession, planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director, you ... Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry...and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional… more
- BMO Financial Group (Downers Grove, IL)
- …Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax , ... Designations: JD, CFP Provides specialized wealth planning for High Net Worth / Ultra...Promoter Scores. + Provides customized advice and specialized planning services to HNW/UHNW client segments. + Facilitates/participates in goals-based… 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...key responsibilities will include: + Execute the Firm and Tax Service Line vision, strategy, and goals… more
- Cherry Bekaert (Chicago, IL)
- …backed and public companies. Your key responsibilities will include: + Execute the Firm and Tax Service Line vision, strategy, and goals for the corporate tax ... leading and building the firm's corporate tax practice focused on tax compliance and tax provision outsourcing for middle-market, private equity… more
- Plante Moran (Chicago, IL)
- …sales solutions for existing clients and targets + Promote the company's products or services to prospective clients + Attend private equity and other industry ... Private Equity - Business Development Specialist + Location:...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But… more
- Plante Moran (Chicago, IL)
- …experience Our difference. On the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But dig a little deeper, and ... Tax Manager or Tax Sr. Manager-...to specialize or would rather gain exposure across many service lines, you won't be limited at Plante Moran.… more
- KPMG (Chicago, IL)
- …Services - Transfer Pricing **Requisition Number:** 115289 - 32 **Function:** Tax Services **Area of Interest:** **State:** IL **City:** Chicago ... - EVS, Transfer Pricing to join our Valuations practice. (https:// tax .kpmg.us/ services /valuations.html) Responsibilities: + Work closely with field professionals… more
- CIBC (Chicago, IL)
- …integrated client experience. You will serve as a critical point of contact for all service -related needs of CIBC Private Wealth clients. In addition, you ... inquiries and problems through effective interaction with clients, custodial partners, CIBC Private Wealth Relationship Managers, and operations departments in a… more
- KPMG (Chicago, IL)
- …| Multiple Locations Summer 2025 **Requisition Number:** 115826 - 32 **Function:** Tax Services **Area of Interest:** Campus **State:** IL **City:** Chicago ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...assumptions + Build capabilities in key technologies that enable tax professionals for client service delivery such… 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)
- …Impact Finance Group address the US Bank's commitment to close the racial wealth gap through its signature Access Commitment Initiative. The intended goal is to ... increase the volume of lending and tax credit equity investing with BIPOC-led entities by raising...customers. These sources may include CDFIs, MDIs, credit unions, private equity funds, venture capital funds, or philanthropic dollars.… more
- Cherry Bekaert (Chicago, IL)
- …Public Accounting, **Cherry Bekaert** has over 75 years of experience providing assurance, tax and advisory services that offer guidance and support to help ... areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details,… more
- Bank of America (Chicago, IL)
- …Responsible for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from ... offering Estate Settlement expertise. * Coordinates communication with internal support partners ( Tax , Compliance, Real Estate, Private Business Group) to ensure… 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
