- 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)
- …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
- 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,...and meeting prescribed budgets and deadlines. + Performing estate tax calculations using Microsoft Excel, number crunchers or other… more
- Charles Schwab (Chicago, IL)
- …a Tax , Trust, and Estate attorney strongly preferred + Extensive experience advising high net worth clients. + Shown experience in discovering unstated ... you to provide detailed, highly sophisticated advice to entrepreneurs and other high - net - worth individuals with sophisticated financial affairs, substantial… more
- Guardian Life (Springfield, IL)
- …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... Guardian's advanced sales department and we are seeking a Tax Planning Consultant. We are an organization providing superior...working with financial representatives who provide planning strategies to high income/ high net worth… 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
- 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
- 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
- Raymond James Financial, Inc. (IL)
- …to create customized lending solutions for high - net worth (HNW) and ultra- high net worth (UHNW) clients of the firm. The ideal candidate will ... + Conduct transactions for high profile and high net worth clients. +...clients. + Research and analyze financial statements, perform complex tax return analysis, interpret findings and prepare reports of… more