- JPMorgan Chase (Chicago, IL)
- …for fiduciary tax matters + Support global trust teams on all tax matters including but not limited to estate and gift tax , generation-skipping ... our Wealth Management team as the Trusts and Estates Tax Operations Executive Director , where you'll play...in sub-specialty areas including state taxation of trusts, GST, estate tax , tax -exempt trusts, foreign… more
- Cherry Bekaert (Orland Park, IL)
- As a Tax Director in our Tax ...software tools such as SegStream. + Knowledge of real estate appraisals and valuations. + A knowledge of IRS code ... work with an excellent team of CPAs, engineers, and tax law experts. The group offers unparalleled knowledge and...or JD is required for Manager, Senior Manager, and Director positions. + Minimum of 5 years' experience in… more
- KeyBank (Chicago, IL)
- …for all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax -related issues and works with the client and ... and responsibilities of the bank and to provide well-coordinated estate , tax , and financial planning alternatives to...all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team… more
- KeyBank (Chicago, IL)
- …related field or equivalent experience * Depth and breadth of knowledge of tax , investments, and estate planning strategies for uhnw families * Excellent ... internal team and works closely with the Family Office Director to implement the client strategy * Is an...a large and complex UHNW family * Establishes deep trust and confidence with Family Wealth clients while to… more