High Net Worth Tax MD: Lead Strategy & Wealth Advisory
$201.81k - $382.6kBaker Tilly US
Baker Tilly US, located in Oak Brook, Illinois, is seeking a High Net Worth Tax Managing Director to lead its private wealth practice. In this role, you will provide compliance and consulting services to wealthy individuals and multi-generational families. The ideal candidate will have extensive experience in tax planning and consulting, a CPA or JD, and a commitment to excellence and client service. This position offers a competitive compensation range of $201,810 to $382,600, depending on qualifications and experience. Enjoy a supportive work environment focusing on professional growth and work-life balance. #J-18808-Ljbffr Baker Tilly US
$180k - $220k
...premiere, boutique wealth management firm... ...management services to high-net-worth individuals and... ...relationships, overall strategy for clients'... ...(e.g., attorneys, tax accountants) to deliver integrated advisory services Contribute... ...suggestions Lead and manage internal...TaxHigh net worthTemporary workWork experience placementCasual workWork at officeRemote workFlexible hours- This Managing Director of Wealth Transfer Strategy serves as a senior-level planning... ...strategies to ultra-high-net-worth (UHNW) individuals, families... ...generation-skipping and gift tax strategies, philanthropic... ...wealth transfer strategies. Lead and develop a team of wealth...TaxHigh net worthWork at office
- A leading financial services firm is seeking a Tax Managing Director for its private client services in Chicago. This role... ...tax and consulting engagements for high-net-worth clients, ensuring compliance while providing expert advisory services. The ideal candidate will have...TaxHigh net worth
- Distinct North America is seeking a Tax Manager/Experienced Senior... ...initiate client conversations, lead meetings and become the trusted... ...estate investments, trusts and high net worth individuals with progression toward ownership and advisory leadership. #J-18808-Ljbffr Distinct...TaxHigh net worth
$90k - $120k
...8, Hightower is a wealth management firm that... ...partner to high‑net‑worth individuals and families... ..., you will lead client relationships... ...retirement, investment, tax, estate, risk... ...wealth management strategies aligned with client... ...additional planning and advisory services. Create...TaxHigh net worthPermanent employmentWork at officeLocal areaWork from home2 days per week3 days per week- ...Forman in Chicago is seeking a Tax Manager to join the Gift,... ...and Trust team. You will lead advanced tax planning, compliance, and advisory services for high-net-worth individuals and closely... ...firm. You will advise on wealth transfer strategies, supervise staff, and contribute...TaxHigh net worth
- CyberCoders is seeking an experienced CFO / Tax Director to guide high-net-worth families and private businesses... ...leadership. This role emphasizes advisory work, client relationships, and... ...value beyond tax returns and to shape growth strategies. #J-18808-Ljbffr CyberCodersTaxHigh net worthRemote job
- ...Third Bank is seeking a Senior Wealth Strategist to serve as the primary wealth strategy expert for high-net-worth clients (>$15MM). You will... ...Advisors and the Private Bank to lead discovery, develop integrated... ...implementation across tax, estate, investment, and cash...TaxHigh net worth
- ...& Schoenfeld LLC, a Lincolnshire-based accounting and advisory firm with a Chicago presence, seeks an ambitious Senior Tax Manager focusing on private wealth and high-net-worth clients. You will mentor staff, lead engagements, and deliver proactive client service across...TaxHigh net worthWork at office
- ...Recruiting Edge Staffing is seeking an experienced Tax Director to lead the firm's tax department, providing senior technical... ..., and develop people and systems to scale a premium advisory-led practice for high-net-worth individuals and multi-entity businesses. #J-18808-Ljbffr...TaxHigh net worthRemote job
$180k - $254.8k
...personal philanthropy, and wealth transfer/tax minimization. Key responsibilities... ..., and developing planning strategies. Job expectations include... .... Responsibilities Leads the client wealth planning... ...market leaders to drive ultra‑high net worth client engagement focused on...TaxHigh net worthWork experience placementWork at officeWork from homeShift workDay shift$170k - $210k
Sorren in Chicago is seeking a seasoned tax leader to oversee the strategy and execution of the tax function for high-net-worth clients. Your role will include managing complex tax engagements, leading a high-impact team, and ensuring compliance with evolving tax legislation...TaxHigh net worthFull time$250k - $300k
...are reimagining the way wealth is experienced. Our... ...Managing Director, Wealth Advisory to lead and develop Advisor... ...track record of managing high-performing advisory... ...industries serving ultra-high-net-worth clients. 5+ years of... ...insurance, and pre‑tax parking and...TaxHigh net worthFull timeTemporary workWork at officeLocal area- ...Private Wealth Planner The Private Client experience... ...simple and complex strategies. You will work... ...estates, individual tax rules (both transfer... ...from affluent to high- and ultra-high net worth. The successful individual... ..., financial advisory at a broker-dealer,...TaxHigh net worthWork at office
- ...As a wealth advisor you will work directly with the... ...coordinated financial strategy that aligns with each client... ...management advice to high net worth clients Prepare thoughtful... ...Cultivate and lead client relationships to... ...fee-based consulting, tax, mutual funds, money manager...TaxHigh net worth
$50 per hour
...build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for... ...development of tax planning strategies to various internal and... ...to meet with sophisticated high net worth individuals to articulate complex...TaxHigh net worthFull timeWork at officeLocal area3 days per week$120k - $150k
## Lead Advisor, Chicago - KARApplylocations... ...investment advisory, financial planning, and estate and tax planning.This role... ...partners.* Develop strategies to provide a high-quality client experience... ...comprehensive wealth management to high-net-worth clients, ensuring...TaxHigh net worthRemote workFlexible hours- JPMorgan Chase Wealth Management is seeking a Client Specialist to address the wealth needs of high net worth individuals and institutions. You will market and sell wealth management services, source new business, and collaborate with a team to provide high-level advice...High net worth
- ...J.P. Morgan Wealth Management - Vice... ...Planner. In this high‑impact role,... ...estates, individual tax rules (both... ...and ultra-high net worth. The successful... ...investing, financial advisory at a broker-... ...and retirement strategies Bachelor's... ...Chase is a leading financial services...TaxHigh net worthWork at office
- ...to join our Chicago office. You will help manage client relationships, shape investment and wealth management plans, and identify prospective clients for our ultra-high-net-worth clientele. The role requires self-motivation, creativity, and a track record of success in...High net worthWork at office
- Baker Tilly US, a leading advisory, tax and assurance firm, seeks a High Net Worth Tax Principal in Chicago to lead compliance and consulting for wealthy individuals and family offices. You will guide complex tax planning and coordinate multi‑generational engagements in...TaxHigh net worth
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management... .... Aprio Advisory Group, LLC is a progressive... ...intersection of Tax Planning,... ...integrate financial strategies and investments for... ...maintain the respect of high-net-worth clients. ~... ...compensation, industry-leading benefits and a...TaxHigh net worthFull timeWork at officeLocal areaRemote workFlexible hours$102k - $190k
...StreetJob Family Group:Wealth Sales & ServiceServes... ...relationship manager for high-net-worth (HNW) and ultra-high-... ...solutions, investment strategies, and holistic... ...financial plans and reviews)Leads Annual Client Review with... .... retirement, estate, tax optimization)....TaxHigh net worthFull timeContract workPart timeLocal areaShift work- William Blair's Private Wealth Management Internship Summer 202... ...on introduction to advising high-net-worth clients. Interns gain exposure... .... You'll contribute to advisory teams, assist with CRM updates... ...client meetings and internal strategy discussions. #J-18808-Ljbffr...High net worthSummer workInternshipSummer internship
- ...Chicago is seeking an experienced Estate Planning & Wealth Transfer Partner. The ideal candidate will have a... ...portable book of business and experience advising high-net worth individuals in complex estate planning and tax matters. This role offers a hybrid work schedule,...TaxHigh net worthFlexible hours
$121.9k - $262.1k
...THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth... ...Private Bank team to lead discovery, develop... ...across estate, income tax, gift and estate tax,... ...planning. Client Advisory Skills: Strong consultative...TaxHigh net worthBank staffShift work- BDO USA in Chicago seeks a Tax Managing Director to lead client advisory on complex tax issues, coordinate with federal and state agencies, and drive high‑level strategy across compliance, research, and planning. This role serves as a senior leader within the office and...TaxWork at office
$310k
...Description Job Description Private Wealth / Estate Planning Associate (3+ Years)... ...top-tier law firm in Chicago. Work with high-net-worth individuals, entrepreneurs, and fund... ...principals on sophisticated estate planning, tax strategy, and wealth transfer matters....TaxHigh net worthFull timeFor contractorsWork at office$85k - $240k
...clients. You will lead and cultivate deep... ...stewards of significant wealth, and you will... ...group of ultra-high net worth families, orchestrating... ...financial strategies tailored to their... ...needs. Integrated Advisory & Coordination: Seamlessly... .... Proactive Tax & Estate Planning:...TaxHigh net worthFull timeTemporary workPart timeWork at office- ...Specialist is a sophisticated wealth expert that focuses on... ...the wealth needs of High Net Worth and Ultra High Net... ...abreast of trends and strategies in wealth management... ...investments, family wealth, tax considerations, and... ...entries.Chase is a leading financial services firm...TaxHigh net worth
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