• Senior Manager/Director, Tax - High…

    Wipfli LLP (Naperville, IL)
    …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
    Wipfli LLP (03/21/25)
    - Related Jobs

  • Personal Lines Insurance Sales Business…

    WTW (Chicago, IL)
    …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... Champion the proper advocacy of claims + Participate in stewardship meetings + Support Client Management team in identifying and closing rounding opportunities Pipeline Management: + Identify prospects for business from existing and prospective clients +… more
    WTW (03/26/25)
    - Related Jobs

  • Senior Accountant, Tax - High Net…

    Wipfli LLP (Chicago, IL)
    …Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust, and Estate tax returns + Lead ... client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on technical matters and special projects + Proactively build relationships and communicate effectively with… more
    Wipfli LLP (02/23/25)
    - Related Jobs

  • Tax Manager - High Net Worth…

    Wipfli LLP (Tinley Park, IL)
    …Responsibilities: + Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as ... Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to… more
    Wipfli LLP (02/18/25)
    - Related Jobs

  • Sr. Wealth Advisor

    Truist (Chicago, IL)
    …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... integrated delivery of a broad range of wealth products and services to high net worth individuals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a… more
    Truist (03/11/25)
    - Related Jobs

  • Wealth Strategies Advisor

    Bank of America (Chicago, IL)
    …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in wealth ... the impact on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement focused on addressing the planning, personal… more
    Bank of America (03/21/25)
    - Related Jobs

  • Account Executive / Broker II

    AON (Chicago, IL)
    …Executive/Broker II who is responsible for the day-to-day account management and broking of high net worth personal insurance programs. This is a hybrid ... II who is responsible for the day-to-day account management and broking of high net worth personal insurance programs. This is a hybrid role, based… more
    AON (04/24/25)
    - Related Jobs

  • Key Family Wealth Strategist

    KeyBank (Chicago, IL)
    …generation REQUIRED QUALIFICATIONS * Minimum of 10 years of advisory experience with ultra- high net worth individuals, families and family offices required ... and profitability * Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals * Expert management… more
    KeyBank (03/18/25)
    - Related Jobs

  • Senior Tailored Lending Officer

    Raymond James Financial, Inc. (IL)
    …customized lending solutions for high - net worth (HNW) and ultra- high net worth (UHNW) clients of the firm. The ideal candidate will help lead ... integrity and confidentiality. + Conduct transactions for high profile and high net worth clients. + Research and analyze financial statements, perform… more
    Raymond James Financial, Inc. (04/02/25)
    - Related Jobs

  • Account Executive/Broker III

    AON (Chicago, IL)
    …or in process is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's ... process is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's degree or… more
    AON (03/05/25)
    - Related Jobs