- 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 (Tinley Park, 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
- BMO Financial Group (Chicago, IL)
- …from Investments, WM Legal, Trust Real Estate & Special Assets, and Trust Tax to address risk issues, ensure effective administration, and deliver integrated ... relationships and attract new clients. * Stay current on changes in trust and tax law, and estate planning trends to provide proactive guidance to clients.… more
- Cherry Bekaert (Elgin, 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
- Fifth Third Bank, NA (Chicago, IL)
- …all documentation is retained. + Work with Senior Guardianship Advisors, Guardianship Advisors, and Trust Tax to ensure proper tax reporting. + Coordinate ... of the following: structured settlements, complex medical needs, payroll obligations, estate and tax planning needs which much be undertaken by the Guardian of the… more
- US Bank (Chicago, IL)
- …collection of periodic asset activity data, reporting to bondholders, and when required, trust tax reporting. Essential functions include: Read and interpret ... from Day One. **Job Description** US Bank Global Corporate Trust Services is one of the largest providers of...map and reconcile periodic collateral data. As required, make tax elections, file for EIN's, and track residual holder… 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
- Robert Half Finance & Accounting (Chicago, IL)
- …preparation and review of Federal, State and Local individual, partnership, S-corporation, and trust income tax projections and returns + Preparation and review ... input Requirements Job Requirements: + Ideal candidate has 5+ years of tax and financial planning experience + Investment experience preferred, but not required… more