- Wipfli LLP (Naperville, IL)
- …state in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting ... opportunity. Responsibilities Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Federal… more
- Wipfli LLP (Chicago, IL)
- …are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting and/or ... a career-defining opportunity. Responsibilities Responsibilities: + Lead and manage tax compliance engagements in accordance with firm and professional standards,… more
- Wipfli LLP (Chicago, IL)
- …attendance. Responsibilities 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… more
- Grant Thornton (Chicago, IL)
- … returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - all ... may include: + Providing tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income… more
- Cherry Bekaert (Elgin, IL)
- …and partnership returns + Build and serve our partnerships and high net - worth individuals with estate, gift and trust tax planning and compliance needs + ... Advisory services to our clients for over 70 years. We are seeking a ** Tax Manager** to support our Chicago Metro market. The successful candidate will manage the… more
- Deloitte (Chicago, IL)
- …and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement leaders to ... motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax ...Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer… more
- Cherry Bekaert (Chicago, IL)
- …Solve problems for clients in industries such as real estate, professional services, and high net worth individuals + Manage engagements and provide ... , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to… more
- 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 ... a broad range of wealth products and services to high net worth individuals. **ESSENTIAL...dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- Wells Fargo (Chicago, IL)
- …address clients' unique needs and aspirations. Provides support to WIM in providing services to affluent, high net worth and ultra- high net worth ... high -quality, and most complex, custom credit solutions to existing and new clients across the high net worth and ultra- high net worth … more
- KeyBank (Chicago, IL)
- …generation REQUIRED QUALIFICATIONS * Minimum of 10 years of advisory experience with ultra- high net worth individuals, families and family offices required ... equivalent experience * Depth and breadth of knowledge of tax , investments, and estate planning strategies for uhnw families...as a Trusted Advisor with experience working directly with high net worth or … more
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