- Grant Thornton (Chicago, IL)
- As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...tax accounting/technology skills + You have exceptional client service and communication skills with a demonstrated ability to… more
- Deloitte (Chicago, IL)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Deloitte (Chicago, IL)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...Do As a Tax Manager in our Private Wealth Tax practice, you… more
- Grant Thornton (Chicago, IL)
- …solution families, State and Local Tax , International Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing ... LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a… more
- City National Bank (Chicago, IL)
- …IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is responsible for expanding CNR's relationships ... WEALTH STRATEGIST CNR* WHAT...advisors, and COIs on the various planning topics and services offered by CNR * Write articles and create...and COIs. * Keep abreast of important legislative and tax changes. * Participate in the sales process to… more
- JPMorgan Chase (Chicago, IL)
- …manage between sales and service support needs of the product. JP Morgan Wealth Management serves clients across the entire wealth spectrum; including the ... Private Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management Insurance and...and achieve peace of mind in retirement by offering tax -advantaged asset growth, guaranteed income, and financial security for… more
- BMO Financial Group (Winnetka, IL)
- …Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax , ... Provides specialized wealth planning for High Net Worth / Ultra...Promoter Scores. + Provides customized advice and specialized planning services to HNW/UHNW client segments. + Facilitates/participates in goals-based… more
- HUB International (Oakbrook Terrace, IL)
- …business insurance, employee benefits, risk services , personal insurance, retirement, and private wealth management products and services . With over $5 ... our industry leading success in mergers and acquisitions. **General Summary:** The Payroll Tax Administrator is responsible for monitoring all US payroll tax … more
- The Chicago Community Trust (Chicago, IL)
- …organization. + Advise on compliance with all applicable law, including nonprofit, tax , employment, contract, trust, data privacy, and philanthropic law. + Represent ... paralegal. Philanthropy & Grant Making + Consult with colleagues from philanthropic services and finance teams, as needed, on legal matters pertaining to charitable… more
- Lincoln Financial (Springfield, IL)
- …initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep understanding ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales… more