- Grant Thornton (Chicago, IL)
- Job Description As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...tax strategies You have excellent analytical, technical, and tax accounting/technology skills You have exceptional client service… more
- Golub Capital (Chicago, IL)
- …in a logical and comprehensive manner Building relationships with key internal ( Private Wealth Americas ("PWA"), Investor Communications and Marketing) and ... ("GDLC") Golub Capital Direct Lending Unlevered Corporation ("GDLCU") and Golub Capital Private Credit Fund ("GCRED"). Two additional BDCs are in advanced planning… 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
- Bank of America (Chicago, IL)
- …that is culture driven, resilient, results focused and effective. **Job Description:** The Private Wealth Strategist, part of Merrill's Strategic Wealth ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely… more
- BMO Financial Group (Chicago, 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
- BMO Financial Group (Chicago, IL)
- …strategic giving plans. + Advises on charitable vehicles (eg, donor-advised funds, private foundations, charitable trusts) and their tax implications. + ... into actionable giving strategies that create measurable impact. + Experience working across wealth tiers and designing scalable service models is a plus. +… more
- US Bank (Chicago, IL)
- …growth, thought leadership and coaching for the Midwest Region of US Bank Private Wealth Management (PWM). The candidate builds strong internal partnerships with ... wealth management, including financial planning, investments, estate, and tax . **Preferred Skills/Experience** + Strong leadership skills and planning expertise… more
- Bank of America (Chicago, IL)
- …an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. * Knowledge of fiduciary and ... financial products and services required through extensive related work experience. * Broad-based...related work experience. * Broad-based technical knowledge of investments, tax , legal and operations necessary to service … more
- Truist (Chicago, IL)
- …to serve the retail banking needs of our clients' owners/management/teammates (eg Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc). ... **Please review the following job description:** Identify, solicit, develop, manage, service , retain, and grow long-term profitable middle market relationships by… more
