- Wipfli LLP (Lincolnshire, IL)
- …matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus ... on income/estate tax matters. + Preparing written deliverables, such as emails,...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- JPMorgan Chase (Chicago, IL)
- …documentation and draft forms for administration. + Analyze issues related to charitable fiduciary accounts, oil & gas, minerals, and tax matters. + Manage ... nationally recognized legal team, where you can specialize in areas like tax , charitable, digital, or regulatory matters. Work alongside experienced professionals in… more
- Bank of America (Chicago, IL)
- …a wealth management, private banking and/or trust field. * Knowledge of fiduciary and financial products and services required through extensive related work ... experience. * Broad-based technical knowledge of investments, tax , legal and operations necessary to service clients. * Knowledge of fiduciary standards,… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... principles and asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert… more
- Opportunity International (Chicago, IL)
- …guidelines. + Responsible for proper procedures to ensure the organization maintains its tax -exempt status, including timely filing of 990 tax returns, state ... registrations, payroll tax reports, value-added tax , and sales tax reporting. + Manage...accounts, investment portfolios, and loans. + Serve as ERISA Fiduciary of Opportunity's 403b plan, ensuring diversification of plan… more
- The Chicago Community Trust (Chicago, IL)
- …the Trust's governing board and also supports the Trustees Committee, a co- fiduciary to the organization's endowment. The General Counsel reports to the President ... organization. + Advise on compliance with all applicable law, including nonprofit, tax , employment, contract, trust, data privacy, and philanthropic law. + Represent… 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 ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more