Trusts & Estates Associate - Private Wealth & Tax (Hybrid)
Handler Law, LLP
A prestigious law firm in Chicago is seeking a Trusts & Estates Associate to aid affluent families with estate and tax planning. The role requires a minimum of 4 to 7 years of direct law firm experience, strong drafting and communication skills, and admission to the Illinois Bar. You will be responsible for preparing sophisticated estate planning documents, managing numerous projects in a fast-paced environment, and counseling fiduciaries in trust administration. A hybrid work model will be available after a training period. #J-18808-Ljbffr Handler Law, LLP
- About J.P. Morgan Asset & Wealth Management J.P. Morgan Asset & Wealth... ...banking services, including trusts and estates. Role Overview We are seeking... ...of domicile and debt, tax waivers, and payment distribution... ...investment management and private banking solutions. Asset Management...PrivateTaxWork at office
$106.5k - $195.1k
EY is seeking a Manager in Private Tax to provide personal and private tax advice and compliance support to clients across various sectors... ...experience. Offering a competitive salary range of $106,500-$195,100, the position follows a hybrid work model. #J-18808-Ljbffr EYPrivateTax$220k - $260k
...active need for a trusts and estates attorney to join its Private Client practice in... ...multigenerational wealth management and transfer... ...giving, and tax minimization.... ...· Firm provides associates with strong mentorship... ...Location: Chicago, IL (Hybrid flexibility) Compensation...TaxPrivate practice- ...with a highly sophisticated private client law firm that’s looking to add a Trusts & Estates Associate to its Chicago office.... ...around 1600 billable hours, hybrid flexibility, and strong long... ...Assist with sophisticated wealth transfer, tax, charitable, and business succession...TaxWork at office
- Trusts & Estates Associate Chicago, IL Description Handler Law, LLP... ...as one of the premier private client law firms in the... ...gift and estate tax planning. Candidates... ...complex estate, tax, wealth, and business succession... ...Company sponsored events Hybrid position after 60 to...TaxWork at officeFlexible hours
- Senior Accountant - Private Wealth - Family Office Downtown Chicago | Hybrid A sophisticated, Chicago-based private family... ...close activities. This is a high-trust, high-ownership role for someone... ...repeatable processes Coordinate tax documentation and support annual...PrivateTaxWork at office
- ...This firm is a full-service private family office. We provide... ...investment management, trust services and integrated wealth management services to four... ...This firm offer a flexible hybrid work environment with a typical... ...internal and external tax professionals to manage...PrivateTaxWork at officeRemote workFlexible hours
$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (... ...and specialized tax assistance tailored to... ...facets of hedge fund, private equity fund and mutual... ...experience and status as a trusted advisor to maintain and... ...led and leader‑enabled hybrid model. Our expectation...PrivateTaxSummer holidayWork at officeLocal areaFlexible hours$225k - $420k
A top law firm in Chicago is seeking a Trusts & Estates Attorney to join its private wealth practice. The role involves working with high-net-worth individuals on sophisticated estate planning, tax advisory, and trust administration. Ideal candidates will have at least...PrivateTaxPrivate practice$110k - $140k
...property, litigation, real estate, structured finance and... ...securitization, transactional tax planning, private credit and private wealth. Katten represents public... ...of all aspects of trusts and estates in probate within... .... Katten offers a hybrid work model, allowing the...PrivateTaxTemporary workWork at officeRemote work$120k - $180k
Overview As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary... ...and provide income, estate, and gift tax planning strategies... ...for estate, wills and trusts taxation, and individual... ...Consistent with the firm\'s hybrid work model, this position will...PrivateTaxInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial Planner... ...management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes),...PrivateTaxWork at office
$225k - $420k
...working with an AM LAW top 100 firm who is seeking a Trusts & Estates Attorney to join its growing private wealth practice. This is an excellent opportunity for an... ...on estate, gift, and generation‑skipping transfer tax planning Counsel clients on business succession planning...PrivateTaxTemporary workPrivate practiceLocal area$85k - $240k
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in... ...Sachs and beyond, which may include tax and estate planning, philanthropic planning and private... ...client relationships by acting as a trusted advisor who delivers holistic private...PrivateTax$106.5k - $195.1k
...Los Angeles Manager - Private Tax (Financial Services Organization... ...and owners of private wealth. You’ll advise on... ...Deep understanding of estate and wealth planning,... ...and state personal and trust taxation, and flow‑through... ...additional leaves. Hybrid work model: 60% in‑person...PrivateTaxRemote workFlexible hours$120k - $180k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth... ...worth clients for estate, wills and trusts taxation, and individual income...PrivateTaxWork at office$120k - $150k
Wealthspire is a leading wealth management, retirement advisory,... ...advisory work, including complex estate, tax, and multi-generational... ...with Financial Advisors as a trusted and accessible planning resource... ...sheets (operating businesses, private investments, multi-entity...PrivateTaxWork at office$160k - $230k
...Job Description Job Description Trusts & Estates / Tax Planning Associate – Chicago 5–10 Years | High-Level Planning, Structuring & Administration... ...High-net-worth individuals and families Public and private corporations Pass-through entities Trusts and estates...PrivateTax$130k - $170k
...We are looking for a Tax Manager for our Chicago... ...office to join our Gift, Estate, and Trust team. This role... ...firm. This position is hybrid in our Chicago office... ...and consult clients on wealth transfer strategies, estate... ...4 experience from a private client service group...Tax- Verital Advisory Search in Chicago is seeking a Trusts & Estates Associate to enhance their private client law firm's capabilities. This role focuses on sophisticated... ...offers a collaborative work environment with a hybrid structure and a focus on long-term growth potential....
$77k - $202k
...e.g. refer to specific PwC tax and audit guidance), the Firm... ...for clients. As a Senior Associate you will build meaningful client... ...Having experience with private, public, and/or hybrid cloud architectures with... ...to establish a secure and trusted workplace for all. Applications...PrivateTaxFull timeH1b$76k - $125.3k
...technically demanding tax planning and compliance... ...you to develop into a trusted advisor role to client... ...hedge fund and Private equity K-1s Researching... ...thorough understanding of estate and wealth planning Experience with... ...and leader‑enabled hybrid model. Our expectation...PrivateTaxWork experience placementSummer holidayLocal areaFlexible hours- Private Wealth Advisory Director Overview Old National Bank has been serving clients... ...the communities we serve. As a trusted partner, we thrive on helping our... ...in areas such as retirement and estate planning, investment management, tax strategies, and philanthropy. Conduct...PrivateTax
$100k - $300k
...Chicago, IL, US Organization RWA Wealth Partners is a boutique... ...leadership. You’ll serve as a trusted partner to clients, offering... ...in investment management, tax planning, estate planning, and retirement planning... ...to compliance. Support the Private Wealth Management team as a...PrivateTaxFull timeLocal area$225k - $420k
A leading law firm is seeking an associate for their Chicago office in the Private Wealth practice. Candidates should possess 2-4 years of experience in Trusts & Estates at a recognized law firm. The ideal candidate will have excellent academic credentials, strong interpersonal...PrivatePrivate practiceWork at office$85k - $240k
.... For over three decades, our Advisor teams have been trusted stewards of significant wealth, and you will continue this legacy, providing comprehensive... ..., and proactively address challenges. Proactive Tax & Estate Planning: Develop and execute advanced tax efficiency...PrivateTaxFull timeTemporary workPart timeWork at office$200k - $225k
...January 31, 2026. About Rockefeller Private Office Rockefeller Private Office is... ...experienced professionals - including wealth planners, tax advisors, estate attorneys, and other experts - who... ...partners including portfolio managers, trust services, legal counsel, accountants...PrivateTaxWork at officeLocal area$75k - $90k
...winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to... .... Role Overview The Associate, Private Wealth Client Services... ...gathering necessary documents such as tax and legal agreements Liaise...PrivateTaxFull timeTemporary workWork at officeLocal area- A law firm in Chicago is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. The role includes... ...communication and leadership skills. This position offers a hybrid work schedule and emphasizes professional...Tax
$215k
Jobot is seeking a junior associate in Chicago to join their private wealth practice specializing in trusts and estates. This role involves assisting with estate planning, drafting documents, and supporting client engagements while collaborating with attorneys. Ideal candidates...PrivatePrivate practice
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