- Cherry Bekaert (Chicago, IL)
- …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... partner transactions and related matters + Experience with complex individual tax compliance and planning ; estate tax compliance and planning are a plus… more
- Charles Schwab (Chicago, IL)
- …for helping individuals and families with their financial needs. Whether it's retirement planning , charitable giving, estate planning , active investing or ... financial goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client… more
- KeyBank (Chicago, IL)
- …clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's ... whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works...Experience working with high-net-worth clients. + Deep tax, investment, estate planning , business succession or fiduciary experience… more
- JPMorgan Chase (Chicago, IL)
- …+ BA/BS or equivalent; Licensed JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041 and 706 + Expertise in charitable ... and Advisory team, you will support global teams of trust professionals from our locations in Chicago, IL, and...tax or other advanced degree or professional certification + Estate or financial planning experience + Experience… more
- JPMorgan Chase (Chicago, IL)
- …4 public accounting firm, or law firm. + BA/BS or equivalent. + Expertise in trust and estate taxation, including Forms 1041 and 706. + Expertise in charitable ... IL and Newark, DE that supports global teams of trust professionals. You will partner closely with internal and...tax or other advanced degree or professional certification + Estate or financial planning experience + Experience… more
- Grant Thornton (Chicago, IL)
- … estate , and hospitality sectors, among others. Responsibilities include planning , directing, and completing projects and services for investigations, litigation ... As a Real Estate /Construction Advisory Manager, you will get the opportunity...Run client engagements from start to finish, which includes planning , organizing, conducting, directing, and completing projects and services… more
- Grant Thornton (Chicago, IL)
- …you'll conduct primary and secondary reviews of complex tax returns and provide income, estate , and gift tax planning strategies for your high net worth, closely ... consulting on various tax matters, primarily in the federal estate , gift, charitable planning , and generation-skipping tax...we believe in making business more personal and building trust into every result - for our clients and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …CFO and President in any tax planning /modeling on behalf of our clients (eg, estate planning , charitable tax planning , etc.) + Coordinate real estate ... to be included with the quarterly reporting package for the individual or trust clients which you manage. + Manage the annual financial reporting, administration of… more
- Brookfield Properties (Chicago, IL)
- …managers with budget preparation, including corporate departmental budgets and capital planning for the development pipeline. + Provide support to the tenant ... required. + Bachelor's degree required, preferably in Finance, Real Estate , or a related field. + Minimum of 2...Paid Volunteer Hours + Paid Parental Leave + Family planning assistance including IVF, surrogacy, and adoption options +… more
- Deloitte (Chicago, IL)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more