- Wipfli LLP (Tinley Park, IL)
- …products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/ estate tax matters. + Preparing written deliverables, such as emails, memos, ... in a timely manner, and meeting prescribed budgets and deadlines. + Performing estate tax calculations using Microsoft Excel, number crunchers or other available… more
- Wipfli LLP (Naperville, IL)
- …business development. Responsibilities Responsibilities: + Lead and manage complex real estate tax compliance and consulting engagements, ensuring accuracy and ... home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate , you will serve as a strategic advisor to clients,… more
- Wipfli LLP (Lincolnshire, IL)
- … estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private ... compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience with advanced … more
- Robert Half Legal (Oak Brook, IL)
- …succession planning for moderate to high net-worth clients. Experience with gift and estate tax filings is highly preferred. This position is paying between ... and summarizing financial and asset data required for federal and state estate tax returns (Forms 706 and applicable state returns) + Support the preparation… more
- Robert Half Legal (Chicago, IL)
- …succession planning for moderate to high net-worth clients. Experience with gift and estate tax filings is preferred. This position is paying between $75-100K ... distribution and asset schedules and spreadsheets + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust/… more
- JPMorgan Chase (Chicago, IL)
- …and will be experienced in sub-specialty areas including state taxation of trusts, GST, estate tax , tax -exempt trusts, foreign tax reporting obligations ... tax matters + Support global trust teams on all tax matters including but not limited to estate and gift tax , generation-skipping transfer tax ,… more
- JPMorgan Chase (Chicago, IL)
- …experienced in a variety of sub-specialty areas including state taxation of trusts, GST, estate tax , tax -exempt trusts, foreign tax reporting obligations ... tax matters + Support global trust teams on all tax matters including but not limited to estate and gift tax , generation-skipping transfer tax ,… more
- Cherry Bekaert (Elgin, IL)
- …compliance, allocations, partner transactions and related matters + Experience with complex individual tax compliance and planning; estate tax compliance and ... Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + Leverage your project management,… more
- Dorsey & Whitney LLP (Chicago, IL)
- …& Whitney LLP is seeking an associate with at least three years of experience in estate planning to join the Tax , Trusts, and Estates Practice Group in our ... families, family offices, and family-owned businesses in all areas of estate and tax planning-all while helping build the culture and reputation of a… 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 ... and year-end reviews + Researching and consulting on various tax matters, primarily in the federal estate ,...various tax matters, primarily in the federal estate , gift, charitable planning, and generation-skipping tax … more
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