- Charles Schwab (Chicago, IL)
- …Transition Offer Management plays a critical leadership role within Schwab's Investment & Offer Solutions (IOS) organization, part of the Wealth and Advice ... and/or offer management experience + Deep understanding of wealth management , particularly models, SMAs, and tax -optimized investing. + Demonstrated ability… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts & ... and WM Banking teams. The Trusts & Estates and Tax Operations team within Wealth Management (WM)...skills; Ability to effectively communicate with junior associates and senior leaders + Excellent organizational skills; Ability to manage… more
- Truist (Chicago, IL)
- …group or industry coverage group and play a meaningful role in supporting senior investment banking professionals. Analysts create and analyze financial models, ... We pride ourselves on the career development of our employees. You'll work alongside senior -level management on real deals right from the start. We encourage and… more
- Raymond James Financial, Inc. (Chicago, IL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... management . At Raymond James, we are putting the power...drafting elements of a developing transaction. + Collaborate with Senior Bankers to develop strategies for client presentations and… more
- Cherry Bekaert (Springfield, IL)
- …field. Master's degree or JD preferred. + 10+ years of progressive experience in property tax management , with a significant portion in a leadership or senior ... Collaborate closely with internal departments, including finance, accounting, legal, and asset management , to ensure integrated tax planning and reporting. +… more
- Robert Half Finance & Accounting (Chicago, IL)
- …was just rated one of the top places to work in Chicago just created a new Senior Tax Manager position. Which may seem pretty standard until you get to the best ... tax compliance and planning, legal, trust administration, business management , financial management , treasury, insurance, and technology services to… more
- Robert Half Finance & Accounting (Chicago, IL)
- …job? Let's fix that. A high-End Investment firm is seeking a Senior Tax Analyst. Perks include including above market pay-rates, top-tier health benefits, ... perks that their top competitors can't to provide. The Senior Tax Analyst role will work closely...identify, drive, and implement process improvements that promote risk management , streamline activities, and enhance transparency in tax… more
- Opportunity International (Chicago, IL)
- …finance function, and overseeing subsidiary finance teams and reporting, cash management , and overseeing Opportunity's investment portfolio and retirement plan ... The Senior Vice President of Finance is responsible for...subsidiary operations KEY RELATIONSHIPS + CFO/COO + Controller + Tax Accountant + SVP, Strategy + Program Management… more
- CIBC (Chicago, IL)
- …experience in portfolio management , wealth management , personal tax , or financial planning. + ** Investment knowledge:** Possess comprehensive ... Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management , Profitability Management , Risk… more
- BMO Financial Group (Chicago, IL)
- …knowledge of financial institutions, services and products. + Broad knowledge of investment management principles, economics and financial markets. + Seasoned ... with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with… more