- Bank of America (Chicago, IL)
- …and appropriate credit product solutions + Analyzing High Net Worth Individuals' financial statements, business and personal tax returns as well as ... for delivery of integrated credit solutions to corporate and high net worth clients. Partner...ability to analyze High Net Worth Individuals' financial statements, business and personal tax… 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 (Winnetka, 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
- Wells Fargo (Chicago, IL)
- …(LO) outlined in the job expectations below + Work a book of fiduciary relationships for highly complex high net worth and ultra- high net worth ... knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service via...techniques and fiduciary laws; in-depth knowledge of fiduciary income tax **Posting Locations:** + 90 S 7th Street -… more
- CIBC (Chicago, IL)
- …interview._ **How you'll succeed** + Provide trust administration for an assigned group of high net worth accounts. + Partner with Relationship Managers and ... and Centers of Excellence. + Collaborate with internal fiduciary tax team to determine tax filings, and...MS Office. + You have experience working directly with high - net - worth clients. + You excel… more
- BMO Financial Group (Winnetka, IL)
- …the portfolio. + Provides superior service to an assigned portfolio of high and ultra- high net worth clients with an objective of becoming their trusted ... Develops, manages, retains and grows profitable banking relationships with high - net - worth clients and prospects. Assists in the design, development and… more
- Bank of America (Chicago, IL)
- …* A minimum of 5 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net ... through extensive related work experience. * Broad-based technical knowledge of investments, tax , legal and operations necessary to service clients. * Knowledge of… 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
- City National Bank (Chicago, IL)
- …(PWS) team, and is responsible for expanding CNR's relationships with its financial advisors, high and/or ultra- high net - worth (H/UHNW**) clients and ... and COIs. * Keep abreast of important legislative and tax changes. * Participate in the sales process to...* Advanced Degree (JD or CPA or Masters in Tax /Accounting/Business ) * Minimum 8 years of financial planning… 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