- KeyBank (Chicago, IL)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment, estate planning, business succession or fiduciary … more
- Deloitte (Chicago, IL)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- Wipfli LLP (Tinley Park, IL)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- BMO Financial Group (Chicago, IL)
- …as part of a Client Strategy Team, or serve as the primary relationship manager , to provide expert fiduciary administration for an existing portfolio of trust ... investment management accounts. You will administer accounts consistent with sound fiduciary principles and within the established risk framework of the… more
- GE Vernova (IL)
- **Job Description Summary** The US Retirement Plans Senior Manager will provide leadership and direction to evaluate, modify and recommend strategies to manage and ... retirement plans (the Retirement Benefit Plans). The US Retirement Plans Senior Manager will report to the Head of Executive Compensation. **Job Description** The… more
- Oracle (Springfield, IL)
- …a member of this team, you will play a critical role in upholding Oracle's fiduciary standards by ensuring that revenue is recognized in full compliance with US GAAP ... (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and Investment Plan… more