Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

UHNW After-Tax Alpha Portfolio Strategist

Permanent Capital Partners

Permanent Capital Partners in Chicago is seeking a Portfolio Strategist to enhance client experience by developing tax-efficient portfolio strategies. The role requires strong investment construction skills and exceptional client relationship management. The ideal candidate will have extensive experience in family office settings, a strong grasp of after-tax portfolio management, and proficiency in communicating complex investment concepts. A commitment to building trusted relationships with clients is essential. #J-18808-Ljbffr Permanent Capital Partners

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the UHNW After-Tax Alpha Portfolio Strategist in Chicago, IL vacancy
  •  ...The Portfolio Strategist is a critical and highly visible role within the firm...  ...strategies that are tax-efficient, structurally sound...  ...entity portfolio architecture, after-tax alpha generation, and complex planning...  ...that in a multi-entity UHNW context, tax efficiency is not... 
    Tax
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Permanent Capital Partners

    Chicago, IL
    1 day ago
  • $137.4k - $240.4k

     ...Senior Wealth Strategist, Wealth Management At Northern Trust, our...  ...work with ultra-high net worth (UHNW) individuals, families and businesses...  .... And you'll do that year after year with persistence and...  ...knowledge of wealth transfer and tax planning strategies. And you'... 
    Tax
    H1b
    Local area
    Flexible hours

    Northern Trust

    Chicago, IL
    3 days ago
  • $159.97k - $188.2k

    U.S. Bank is seeking a PWM Wealth Strategist based in Chicago, IL, responsible for developing relationships with high-net-worth clients and...  ...in wealth planning and in-depth knowledge of fiduciary and tax strategies. Benefits include comprehensive healthcare, a 401(k)... 
    Tax

    U.S. Bank

    Chicago, IL
    3 days ago
  •  ...high-net-worth clients through advanced investment solutions and tax strategies. Ideal candidates should have a strong investment...  ...pivotal in shaping the investment philosophy and ensuring optimal portfolio performance while integrating diverse return strategies. #J-188... 
    Tax

    InforCapital, partnership

    Chicago, IL
    5 days ago
  •  ...to provide outstanding customer service and manage lending services. The role involves technical expertise in credit analysis and portfolio management, ensuring compliance while maximizing client satisfaction. Applicants should have over 7 years of experience in personal... 
    Suggested

    Bank of Montreal

    Chicago, IL
    2 days ago
  • $74k - $138k

    BMO is looking for a Data Scientist / Portfolio Risk Manager in Chicago with 5-7 years of experience in credit risk and loss forecasting. The role involves developing risk management strategies and conducting analyses of consumer loan portfolios. Applicants should be proficient... 

    BMO

    Chicago, IL
    2 days ago
  • $150k - $200k

     ...and improve rigor across complex transactions. Job summary The Tax Oriented Investments team is seeking a highly analytical, technically...  ..., deal sourcing insights, and scenario analysis Deliver portfolio, pipeline, and performance reporting that supports investment decision... 
    Tax

    JPMorgan Chase

    Chicago, IL
    5 days ago
  •  ...Bhd is looking for a Senior VAT professional in Chicago to join our dynamic team. In this role, you will assist clients with indirect tax matters and ensure compliance with VAT legislation. As a candidate, you should have a Bachelor's degree, around 3 years of relevant... 
    Tax

    Ernst & Young Advisory Services Sdn Bhd

    Chicago, IL
    2 days ago
  • $85k - $115k

    Bronswick Benjamin P.C. is looking for a Tax Accountant with 3-10 years of experience to prepare and review diverse tax returns for privately held clients. In this role, you will engage directly with clients, offering strategic tax services from planning through delivery... 
    Tax

    Bronswick Benjamin P. C.

    Chicago, IL
    1 day ago
  • $35 - $42 per hour

     ...education • Certifications, languages, skills, portfolio, writing samples • References and...  ...) • Background check results (only after applicable notice/authorization) We do not...  ...Legal Obligation: to comply with employment, tax, immigration, and equal opportunity laws... 
    Tax
    Hourly pay
    Contract work
    Part time
    Casual work
    Work at office
    Local area
    Remote work
    Relocation
    Relocation package
    Flexible hours

    IMPACT Group

    Chicago, IL
    14 days ago
  • $72.7k - $144k

    Crowe is seeking a Senior Tax Associate to identify and implement tax planning and consulting opportunities for clients in construction and real estate. This role emphasizes strong social skills and mentorship in a hybrid work environment that combines remote and in-person... 
    Tax
    Remote work

    Crowe

    Chicago, IL
    1 day ago
  • $74.55k - $147k

    A leading financial advisory firm is seeking a Tax Experienced Senior in Transfer Pricing, based in Chicago. This role requires over three years' experience in transfer pricing and the ability to manage teams. Key responsibilities include conducting transfer pricing studies... 
    Tax

    BDO Capital Advisors, LLC

    Chicago, IL
    4 days ago
  • Us Bank is seeking a PWM Wealth Strategist in Chicago responsible for developing client relationships typically above $10MM net worth. This...  ...Advisors to address all wealth planning needs, including tax and estate planning while leveraging a solid network. The ideal... 
    Tax

    Us Bank

    Chicago, IL
    3 days ago
  • DGPerry CPAs + Advisors LLC in Chicago is seeking a Senior Accountant who will prepare and review diverse tax returns for clients. This position requires a Bachelor's or Master's in Accounting and aims to enhance your technical skills in a supportive, growth-oriented environment... 
    Tax

    DGPerry CPAs + Advisors LLC

    Chicago, IL
    5 days ago
  • $125k - $150k

    Invenergy is seeking a Senior Advisor, Property Tax to join its tax team in downtown Chicago. This role involves leading property tax planning and compliance initiatives while collaborating with a dynamic team of professionals in the renewable energy sector. Qualified candidates... 
    Tax

    Invenergy

    Chicago, IL
    1 day ago
  • $80k - $100k

    Serrala Group GmbH is seeking a Senior Tax Accountant in Chicago or remote. The role involves ensuring compliance with federal, state, and local tax regulations, managing U.S. and Canadian tax returns, and conducting tax research. The ideal candidate will have a bachelor... 
    Tax
    Remote job
    Local area

    Serrala Group GmbH

    Chicago, IL
    1 day ago
  • $130k - $160k

    A global advisory firm located in Chicago seeks a Client Portfolio Specialist to enhance the investor experience for their Specialist Portfolio Solutions clients. You'll lead client relationships and collaborate with the consulting team to manage client needs effectively... 
    Temporary work

    WTW

    Chicago, IL
    2 days ago
  •  ...and their team can actually operate. The Role As a Deployment Strategist you take a family from the day they sign to the day Riviera is...  ...demanding clients and owned the outcome. You understand investments, tax, trust and estate, and accounting at a high level. You have... 
    Tax
    Work at office

    Riviera

    Chicago, IL
    1 day ago
  • $159.97k - $188.2k

    Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships...  .... Will serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning,... 
    Tax
    Temporary work
    Work experience placement
    Local area

    Us Bank

    Chicago, IL
    3 days ago
  •  ...strategies that keep us ahead. The Role As an AI Search Innovation Strategist you will lead the evolution of our brand’s authority in the...  ...to access part of the salary in advance. Taxdown: help with tax optimisation and filing. Private health & dental insurance with... 
    Tax
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Fever

    Chicago, IL
    1 day ago
  •  ...events and experiences + free Candlelight voucher. Flexible remuneration with Cobee: meals, transport, training, and nursery support (tax-exempt). Payflow: option to access part of your salary in advance. Taxdown: help optimizing and filing your taxes. Private health &... 
    Tax
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Fever

    Chicago, IL
    1 day ago
  • $100k - $175k

    Join to apply for the Sr Tax Strategist role at Baird 1 week ago Be among the first 25 applicants Join to apply for the Sr Tax Strategist role at Baird Direct message the job poster from Baird Under limited supervision and on own initiative, provide tax planning expertise... 
    Tax
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Baird

    Chicago, IL
    2 days ago
  • JPMorgan Chase & Co. is seeking a Lending Specialist in Chicago, Illinois, to manage complex borrowing relationships and provide credit solutions to ultra-high net worth clients. The ideal candidate will have a minimum of seven years of experience in credit products and...

    JPMorgan Chase & Co.

    Chicago, IL
    4 days ago
  • EY is seeking talented professionals for their National Tax and EY EDGE practices in Chicago. This role focuses on managing payroll operations for clients in a global context, ensuring compliance and efficiency. You will be integral in providing quality service and support... 
    Tax

    EY

    Chicago, IL
    5 days ago
  • $106k - $135k

    RWE AG is looking for a Senior Associate in Portfolio Controlling based in Chicago, Illinois. In this role, you will manage reporting deliverables...  ...to external financing partners and ensure compliance with tax equity agreements. You should have at least 4 years of relevant... 
    Tax
    Work at office

    RWE AG

    Chicago, IL
    5 days ago
  •  ...experienced accounting professional to oversee financial reporting, portfolio accounting, and performance analysis for a diversified real...  ...capital activity, and cash movement processes Assist with audit, tax, and investor reporting requirements Produce financial and operational... 
    Tax

    Phaxis

    Chicago, IL
    1 day ago
  • Milliman, Inc in Chicago, IL is seeking an Analyst for the Portfolio Management Group. This role involves executing passive investment strategies and maintaining trading models. The candidate should have a Bachelor's in finance or a related field and 3-5 years of relevant... 
    Tax
    Flexible hours

    Milliman

    Chicago, IL
    1 day ago
  • $170.26k - $200.3k

     ...Day One. Job Description U.S. Bancorp is seeking a Commercial Strategist to join the Sustainable Finance team within the Sustainability...  ...client business line (WCIB). Impact Finance houses U.S. Bancorp’s tax equity businesses, including infrastructure finance, affordable... 
    Tax
    Full time
    Temporary work
    Work at office
    Local area

    U.S. Bank

    Chicago, IL
    3 days ago
  •  ...Objective LaSalle Investment Management is seeking a Senior Portfolio Accountant to lead the accounting and reporting processes for real‑...  ...dispositions Manage reporting deliverables, including year‑end audit and tax requirements Calculate, analyze, and report portfolio... 
    Tax
    Temporary work
    Work at office
    Visa sponsorship

    Jones Lang LaSalle Incorporated

    Chicago, IL
    3 days ago
  • $153k - $208.6k

     ...and make an impact. Join us! Job Description The Direct Indexing Portfolio Manager within GWIM CIO Portfolio Management will be part of a...  ...oriented, and familiar with factor-based equity risk models and tax aware mean-variance optimization. Responsibilities Manages, recommends... 
    Tax
    Work experience placement
    Work at office
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UHNW After-Tax Alpha Portfolio Strategist. Be the first to apply!