- 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 ... working with financial representatives who provide planning strategies to high income/ high net worth...+ Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well… more
- Robert Half Legal (Chicago, IL)
- …offers an excellent opportunity to collaborate with a team of attorneys and tax professionals, representing high - net - worth individuals, business owners, ... * Provide strategic gift and estate tax planning services for high - net - worth individuals and families. * Manage trust and estate administration processes… more
- Grant Thornton (Chicago, IL)
- … tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies and ... As a Partnership Tax Senior Associate, you'll perform compliance for complex...we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in connection… more
- TIAA (Chicago, IL)
- …and how new products and securing clients are marketed within the defined affluent and high net worth market segments and providing thought leadership and ... executive planning and business succession planning. + Develop a deep understanding of high net - worth clients' needs and solutions. + Accountable for… more
- BMO Financial Group (Chicago, IL)
- …Advisor will serve as the face of BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth (HNW) and Ultra High Net ... vehicles (eg, donor-advised funds, private foundations, charitable trusts) and their tax implications. + Facilitates family conversations around legacy, purpose, and… more
- Bank of America (Chicago, IL)
- …retention of UHNW relationships. **Core responsibilities** + Develop wealth transfer strategies for ultra- high net worth (UHNW) individuals and families ( ... and estates with a focus on planning experience for UHNW families and individuals + Strong Tax , legal research and writing skills + Series 7 & 66 or the ability to… more
- City National Bank (Chicago, IL)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their...explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Requirements Qualifications * 5-7 years' work experience working in accounting preferably the high net worth area. * Relevant undergraduate degree required. ... Chicago's top companies. Overview The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management,… more
- Robert Half Legal (Chicago, IL)
- …administration, and business succession planning for moderate to high net - worth clients. Experience with gift and estate tax filings is preferred. This ... and asset schedules and spreadsheets + Obtain and maintain tax identification numbers + Draft Estate and Gift ...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. Robert… more
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