- 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 ... you do and the clients and industries/sectors you serve + 5+ years of public accounting experience (at least 3 years in investment management) + One of the following… 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 ... You will collaborate closely with internal teams and the firm's third-party accounting firm to assess tax returns, closing memos, generation-skipping tax impacts,… more
- Wipfli LLP (Rockford, IL)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional ... + 3+ years of job-related experience + Bachelor's Degree in Accounting required + CPA certification preferred. Candidates actively pursuing CPA certification… 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. + ... to clients. Knowledge, Skills and Abilities Qualifications: + Bachelor's degree in accounting or an equivalent combination of education and experience. + CPA… 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 ... years college or equivalent work experience required. Knowledge of basic accounting principles, reconciliation and the collections process Excellent oral and written… more
- PNC (Chicago, IL)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ... toward bachelor's degree, Preferred business relevant majors (eg, Finance, Accounting , IT, Economics, Marketing, Math, Statistics, HR, Management, Communications,… more
- KeyBank (Chicago, IL)
- …+ Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in the development of ... net worth book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. COMPENSATION AND BENEFITS This position is… more
- Robert Half Legal (Chicago, IL)
- …trust administration background and proficiency in West's Federal Estate Tax program, and fiduciary income tax forms and extensions + Ability to prepare federal and ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Travelers Insurance Company (Downers Grove, IL)
- …Professional Liability (RPL) claims and litigation against various types of accounting and real estate professionals. Typical claims may include professional ... negligence, malpractice, breach of fiduciary duty and misrepresentation, among others. As of the date of this posting, Travelers anticipates that this posting will… more
- Wipfli LLP (Chicago, IL)
- …Skills 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… more