- Wipfli LLP (Lincolnshire, IL)
- …and Abilities Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors Degree in Accounting ... or an equivalent combination of education and experience + CPA certification required in the respective state in which they are practicing + Knowledge and understanding of wealth transfer planning vehicles + Experience and knowledge of comprehending trust… more
- Deloitte (Chicago, IL)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the… more
- BlackRock (IL)
- …mastery of BlackRock iShares products and ETF landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the ... growth of iShares within a given geography. + Embrace data-driven segmentation and the BlackRock sales process to (remove) Drive deeper relationships with the largest and fastest growing firms and advisors. + Be an exceptional Partner- Segmented sales,… more
- US Bank (Chicago, IL)
- …estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in ... business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments,… more
- Charles Schwab (Chicago, IL)
- …will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. ... SWA's advice philosophy will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their… more
- JPMorgan Chase (Chicago, IL)
- …play a vital role in supporting trust and estate professionals in managing fiduciary tax reporting obligations. This position offers the opportunity to apply your ... tax technical expertise and collaborate with internal teams and external clients and vendors. As a Trusts & Estates Tax Operations Analyst within the global trust and estate teams, you will conduct comprehensive reviews related to tax implications and filings.… more
- BMO Financial Group (Chicago, IL)
- …with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/group on implications of new regulatory ... developments or internal products, and assists to implement new/revised policies and programs to address them. Identifies risks and implements appropriate actions to mitigate them. Develops and maintains compliance information for analysis and reporting.… more
- Wells Fargo (Chicago, IL)
- …and families. WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services. **Banking, Lending & Trust Center of ... Excellence** Wells Fargo's Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence designed to: + Shorten the distance between the client request and the product or service delivery + Provide access to highly… more
- Anywhere Real Estate (Chicago, IL)
- …of accounts monthly and/or on an as needed basis. Exercises sound fiduciary judgment in recommending settlements, write off and negotiating partial payments with ... debtor Assists cross functional teams (Billing, AP, GL, Operations, Client Services, and Supply Chain) on an as needed basis to resolve pending issues. Participate on special task teams and projects. Recommend process improvements. QUALIFICATIONS/SELECTION… more
- Opportunity International (Chicago, IL)
- …company bank accounts, investment portfolios, and loans. + Serve as ERISA Fiduciary of Opportunity's 403b plan, ensuring diversification of plan assets, reasonable ... fees, and compliance with regulations. + Responsible for securing appropriate property, general liability, workers' compensation, directors, and officers liability insurance for the US entity and all controlled subsidiaries. + Responsible for financial and… more