- Robert Half Finance & Accounting (Chicago, IL)
- …balance sheet and income statement accounts. + Prepare tax workpapers (ie fiduciary , partnership, S-Corps., etc.) and assist with the annual tax return filing ... process. + Function as back-up for treasury activity. + Assist with special projects assigned by management. Requirements Requirements + Bachelor's degree in accounting. + CPA preferred. + Two to four years of experience in an accounting position. + Strong… more
- PNC (IL)
- …and/or commercial loan transactions. May have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction ... due diligence requirements; and/or monitoring construction progress and draw requirements. Directly interacts with high revenue/high profile corporate and/or commercial real estate clients. + Reviews customized commercial, legal, and related due diligence… more
- Wipfli LLP (Chicago, IL)
- …pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. + ... Communicate with engagement leaders regarding open items or other important matters in a timely manner. + Adhere to prescribed budgets and deadlines. + Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership… more
- UMB Bank (Rockford, IL)
- …**Private Wealth Management team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through team-based advice. We ... collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them - we know who they are, what is important to them and why. At UMB… more
- Robert Half Finance & Accounting (Chicago, IL)
- …tax workpapers and permanent files. + Prepare and review partnership, individual, fiduciary and information tax returns. + Assist in the preparation of periodic ... financial statements. + Prepare, review, and post period end, standard and adjusting journal entries. + Assist with analysis of general ledger accounts for 140-plus flow-through entities. + Assist with preparation of periodic investment activity reports. +… more
- Truist (Chicago, IL)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. + Uses advanced… more