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
- ...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...TaxPermanent employmentTemporary workWork at officeFlexible hours
$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'...TaxH1bLocal areaFlexible hours$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- ...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
- ...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
$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...$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- ...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
$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$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...TaxHourly payContract workPart timeCasual workWork at officeLocal areaRemote workRelocationRelocation packageFlexible hours$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...TaxRemote work$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- 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
- 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
$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$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...TaxRemote jobLocal area$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- ...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...TaxWork at office
$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,...TaxTemporary workWork experience placementLocal area- ...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...TaxWork at officeLocal areaWork from homeHome officeFlexible hours
- ...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 &...TaxWork at officeLocal areaWork from homeHome officeFlexible hours
$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...TaxFull timeWork at officeLocal areaRemote workFlexible hours- 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...
- 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
$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...TaxWork at office- ...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
- 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...TaxFlexible hours
$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...TaxFull timeTemporary workWork at officeLocal area- ...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...TaxTemporary workWork at officeVisa sponsorship
$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...TaxWork experience placementWork at officeShift workDay shift
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