Wealth Management Audit Lead
Old National Bank
A regional banking institution in Chicago is seeking an experienced Audit Manager to lead audit engagements focused on Wealth Management. The role involves managing complex audit projects, evaluating operational and compliance risks, and creating detailed audit reports. Candidates should have a Bachelor's degree in accounting or finance, and at least ten years of auditing experience, preferably with a professional certification. The position offers a competitive salary and benefits package. #J-18808-Ljbffr Old National Bank
- My client, a small and growing wealth advisory firm in Chicago, is seeking a Tax Manager to lead a newly formed tax services group. The Tax Manager will form and grow an internal tax department which will be integral to their client service offerings. Position Summary...Suggested
$106.5k - $195.1k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...multijurisdictional families. Key responsibilities include: Leading the delivery of tailored tax advice and compliance...SuggestedWork experience placementSummer holidayImmediate startFlexible hours$105k - $200k
Bank of America is seeking a Credit Manager II in Chicago to lead a regional team of Credit Advisors. This role focuses on building credit relationships... .... The ideal candidate has over 7 years of commercial or wealth lending experience, strong leadership capabilities, and a...Suggested$105k - $200k
Job Description The Credit Manager II (CMII) is a client-facing role responsible for leading a regional team of Credit Advisors (CA) delivering credit solutions to... ...and managing existing credit relationships with wealth clients. The CMII sets the strategy and tactics for...SuggestedShift workDay shift$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, closely held business and family business clients - all with the resources...SuggestedWork at office$74k - $138k
Hispanic Alliance for Career Enhancement is seeking an experienced auditor for their Wealth Management group in Chicago. This role involves conducting audit engagements, providing trusted advice, and developing annual audit plans. Candidates should have at least 5 years...$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...$74k - $138k
Conducts audit engagements for US Banking Wealth Management group to critically assess management and internal control processes, approving the nature, extent... ...unacceptable/high risk circumstances that could lead to material impact on profitability or reputation. Provides...Part timeWork at officeLocal area$74k - $138k
BMO is looking for an Auditor to join its Chicago team. The role involves conducting audit engagements for the US Banking Wealth Management group, assessing management and internal control processes, and providing insightful reports to assist the management. With a focus...$74k - $138k
BMO U.S. in Chicago is looking for an experienced Audit Professional to conduct audits for the Wealth Management group, ensuring management and internal control processes are critically assessed. A successful candidate will have at least 5 years of audit experience, professional...Work at officeRemote work- A growing wealth advisory firm in Chicago is seeking an experienced Tax Manager to lead a newly formed tax services group. The role involves reviewing and finalizing complex tax returns, preparing tax planning projections, and training dedicated staff. Candidates should...
- Mowery & Schoenfeld is looking for an International Tax Manager or Senior Manager in Chicago, Illinois. The successful candidate will have a strong focus on private wealth engagements, demonstrate leadership and mentoring abilities, and have at least 5 years of experience...
- A leading professional services firm is seeking a Senior Consultant for Asset & Wealth Management to help clients align their operating models and technology with business strategies. The ideal candidate will have a solid understanding of the investment management lifecycle...
- A growing wealth advisory firm in Chicago is looking for a talented Tax Manager to establish and lead a new tax services group. This role involves reviewing and finalizing complex tax returns, preparing tax planning projections, and training staff to enhance the internal...
$124k - $335k
...Tax Practice. Industry/Sector: Asset and Wealth Management. Time Type: Full time. Travel... ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and... ...As a Senior Manager you are expected to lead large projects, innovate processes, and...Full time$99k - $266k
...seeking a tax services professional to provide advice on tax planning and compliance. This role includes supervising team members, managing client accounts, and addressing complex tax challenges. The ideal candidate holds a Bachelor's Degree, has at least 4 years of...$137.4k - $240.4k
...world’s most sophisticated clients using leading technology and exceptional service.**ESTATE... ...COO and Control Teams for internal audits, compliance testing and Federal Reserve or... ...necessary to provide long term planning and to manage the profitability/performance of a major...H1bFlexible hours$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. The role involves leading the delivery of tailored tax strategies, advising on succession planning, and overseeing a team of tax professionals...$124k - $335k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The Opportunity... ..., contributes to the success of our firm. Responsibilities - Leading tax compliance projects for asset and wealth management...Full timeH1b$150k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director Job Description & Summary... ...part of the Financial Services Tax team you are expected to lead the way as technology-enabled tax advisors who provide benefits...H1bLocal areaOverseas$67.5k - $111.5k
A leading financial services firm in Chicago is seeking a professional to handle complex client inquiries and banking solutions in Wealth Management. The role requires over 5 years of experience in financial servicing/accounting and provides a salary range of $67,500 -...- A premier accounting firm in Chicago is looking for an experienced Tax Manager to provide tax compliance and consulting services to high-net-worth clients. You will manage tax engagements and supervise junior staff while conducting advanced tax research and developing sound...
$116.2k - $212.9k
...with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in...Summer holidayFlexible hours- ...origination, execution, due diligence, and lead the deal investment process? We're... ...underwriting of the JV partner/external manager • oversee the monitoring and management... ...fundraising efforts across institutional and wealth management channels • develop our bench...Flexible hours
$99k - $266k
...while minimising risks of non‑compliance. Responsibilities Supervise and develop team members to achieve exceptional deliverables Manage client service accounts and engagement workstreams Independently solve and analyze complex problems Utilize PwC's technical...- About the job A little more about the firm: Our wealth management client is a 55+ year comprehensive financial services firm committed to helping... ...individuals, business entities, trusts and estates Provide audit support and represent clients before tax authorities Conduct...
$116.2k - $212.9k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...understanding of their unique needs and requirements Building and leading a dedicated client service team, providing performance...Work experience placementSummer holidayFlexible hours$159.6k - $199.5k
...Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate... ..., and regulatory mandates. Manage federal and state tax audits, including preparation of responses, coordination with taxing...Work at officeWork from home$115k - $135k
...Fortune 500 financial services firm in Chicago is seeking an Audit Manager for Asset Management. This role involves managing and executing... ...the core audit plan, developing high-trust relationships, and leading team initiatives. Candidates should have a Bachelor's degree,...$105.1k - $192.6k
...- Indirect Tax Income Tax - Financial Services Organization - Manager The opportunity EY is a leader in serving the global financial... ...institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...Work experience placementSummer holidayLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Audit Lead. Be the first to apply!
- director internal audit Chicago, IL
- pwc audit associate Chicago, IL
- kpmg audit associate Chicago, IL
- audit supervisor Chicago, IL
- senior audit manager Chicago, IL
- audit director Chicago, IL
- external audit manager Chicago, IL
- internal audit associate Chicago, IL
- audit associate Chicago, IL
- audit manager Chicago, IL

