- Wipfli LLP (Lincolnshire, IL)
- …compliance, and consulting in public accounting + Deep understanding of estate, gift, and trust tax laws and their application. + Experience with advanced estate ... + Manage and conduct high level review of complex tax returns for our individual clients and trust returns + Stay current with changes in tax… more
- Wipfli LLP (Naperville, IL)
- …+ Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg ... agreement language + Experience and knowledge of income tax and estate value impact of various trust... tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts… more
- Cherry Bekaert (Chicago, IL)
- …Build and serve our partnerships and high net-worth individuals with estate, gift and trust tax planning and compliance needs + Leverage your project management, ... clients for over 70 years. We are seeking a ** Tax Manager** to support our Chicago Metro market. The...that foster inclusion and belonging including uncompromising integrity, collaboration, trust , and mutual respect + The opportunity to innovate… more
- JPMorgan Chase (Chicago, IL)
- … tax filings. **Job responsibilities:** + Serve as a subject matter expert for fiduciary tax matters + Support global trust teams on all tax matters ... our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal...trust beneficiaries + Review governing documents to ensure tax attributes are correct + Review state filing positions… more
- JPMorgan Chase (Chicago, IL)
- …and foreign tax compliance regulations. You will work directly with trust officers, clients, family offices and outside advisors to ensure complete and accurate ... **Job responsibilities** + Serve as a subject matter expert for fiduciary tax matters + Support global trust teams on all tax matters including but not… more
- JPMorgan Chase (Chicago, IL)
- …co-executors or co-trustees to outline administrative procedures. + Analyze Wills and trust documents for legal, tax , administrative and investment issues and ... in an effort to avoid and minimize service and operational issues. + Work with Tax Officers and trust counsel to resolve tax issues + Assist the Trust … more
- KeyBank (Chicago, IL)
- …all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax -related issues and works with the client and ... duties and responsibilities of the bank and to provide well-coordinated estate, tax , and financial planning alternatives to meet client's needs. + Facilitate the… more
- H&R Block (Springfield, IL)
- …that will grow stronger every year. Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the ... support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. It would be even better if you also had + Bachelor's… more
- H&R Block (Arthur, IL)
- …and play, our door is always open. A Typical Day Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you ... with the tax training you need to be successful. You will...to building a Connected Culture - one in which trust , care, and connections are how we work together… more
- H&R Block (Glen Ellyn, IL)
- …client relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... an expert team, dedicated to providing you with advanced tax training you'll need to be successful. Block Advisors...to building a Connected Culture - one in which trust , care, and connections are how we work together… more
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