Senior HNW Tax & Wealth Advisory Lead
DHJJ
A leading accounting firm in Naperville is seeking a licensed CPA with over 5 years of experience in managing complex tax strategies for high-net-worth clients. The role requires technical expertise in tax compliance, advising services, and strong analytical skills. Candidates should be proficient in CCH Axcess Tax and Excel, with a commitment to exceptional client service. This position offers opportunities for career advancement while contributing to firm growth, and it entails leading engagements and mentoring junior staff. #J-18808-Ljbffr DHJJ
- ...Wheaton, Illinois. This role involves collaborating closely with high-net-worth clients on sophisticated estate planning, tax planning, and wealth preservation matters, providing substantial client interaction within a respected law firm. The ideal candidate will have...SeniorTaxHigh net worth
- ...A modern accounting firm in Naperville, Illinois seeks a Senior Tax Accountant to manage various tax projects and ensure quality tax services. This role involves preparing and reviewing both federal and state tax returns while applying strong technical skills to deliver...SeniorTax
- ...be a part of a dynamic wealth management team. We are... ...Together. JOB TITLE: SENIOR TRUST & WEALTH ADVISOR... ...brand and reputation. Leads the effort in the... ...clients to develop an advisory relationship and gather... ...estate plans, investments, taxes, insurance, cash flow,...SeniorTaxHigh net worthFull timeWork experience placementMonday to Friday
$78.08k - $117.12k
Citi is hiring a Wealth Relationship Manager in Naperville, Illinois. This senior professional role focuses on building and deepening client relationships in the affluent and High Net Worth segment, providing tailored financial solutions through excellent discovery skills...SeniorHigh net worth$140k - $160k
Senior Manager, Trust & Estate Tax (Remote | Midwest Preferred) There are roles where... ...intention. What You Will Lead Fiduciary Tax Expertise Prepare... ...multi‑generational wealth with technical precision and... ...clear communication Client Advisory & Relationship Stewardship...SeniorTaxHigh net worthRemote jobWork at office- A respected firm is seeking a Senior Manager for Trust & Estate Tax. This remote role, with a Midwest preference, involves overseeing complex fiduciary tax returns and advising high-net-worth clients. Ideal candidates will have an active CPA and 8+ years of relevant experience...SeniorTaxHigh net worthRemote job
$151k - $203k
...Accounting practice is seeking a Senior Manager with strong nonprofit accounting and CFO level advisory experience to join our purpose-... ...team. In this role, you'll lead engagements, build trusted client... ...and Wipfli Advisory LLC provides tax and business consulting...SeniorTaxTemporary workLocal areaRemote workFlexible hours- ...seeking a Business Development Manager in Hinsdale, Illinois, to lead the execution of business strategies and sales targets within... ...-net-worth clients. The position requires a strong knowledge of wealth management and provides opportunities for professional growth through...SeniorHigh net worth
- Fhassoc is seeking an experienced Tax Senior/Supervisor to prepare and review tax returns for individuals, entities, trust, estate, and gift tax returns. This role can be fully remote, hybrid, or in any of our Chicago suburban offices, with flexible schedules to promote...SeniorTaxRemote jobFlexible hours
- ...strategies, manage relationships with high-net-worth clients, and drive business growth. This role requires 5-7 years of experience in wealth management and a strong understanding of the financial industry. Ideal candidates will possess a post-secondary degree, preferably...SeniorHigh net worth
$32.5 - $36 per hour
...to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new... ...community. Engage with new prospects, nurture leads, and convert prospects into long-term... ...are a plus Experience in holistic tax advisory services beyond tax filing Must be...SeniorTaxSeasonal workLocal area- ...with deep knowledge of tax strategies and at least... ...assisting clients with family wealth structuring and... ...firm. Responsibilities: Lead and manage tax... ...comprehensive tax planning and advisory services to high-net-... ...Provide Associates and Seniors with guidance, coaching...TaxHigh net worth
- STE Corporation, based in Lockport, Illinois, is seeking a Senior Tax Consultant. The ideal candidate should have a Bachelor's degree in Accounting or a related field, strong tax preparation skills, and an ability to enhance client service. The position involves managing...SeniorTax
$74k - $138k
...assigned client relationships. Leads / assists with creation of... ...experts to the client. Shares wealth solutions expertise and product... ...training to audiences. Uses an advisory‑based financial planning approach... .... Experience dealing with HNW clients and equivalent knowledge...High net worthLocal area$120k - $200k
...growth, our team is seeking a Senior Tax Manager who has an... ...sleeves tax review and client advisory, the role requires a strong sense... ...assurance, IT consulting, and wealth management services to small... ...support the firm's Director in leading and managing the local team...SeniorTaxWork experience placementWork at officeLocal areaFlexible hours- A leading consulting firm is seeking a Senior Manager for its Client Advisory Services in the US. The successful candidate will lead client advisory engagements, providing strategic financial insights and operational guidance to health organizations. They will oversee client...SeniorRemote job
- Bank of Montreal is seeking a wealth advisor in Hinsdale, Illinois, to provide relationship management and advisory services to high-net-worth clients. This role involves developing solutions based on clients' financial planning needs and executing a business development...High net worth
- Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning guidance to its client base in a collaborative, team-driven environment. The role emphasizes building lasting client relationships, understanding market conditions...Senior
$60k - $100k
...Job Description Audit Senior A well-respected CPA firm in the area is looking to add an Audit Senior to their team. This... ...firm offers their clients valuable knowledge and expertise in tax and audit work. Due to the recent growth of the firm, there is an...SeniorTaxFull timeLocal areaRemote work- ...provide exceptional financial guidance and build lasting client relationships. In this role, you will leverage your expertise to manage wealth across various planning areas including retirement and investment management. Candidates must possess a valid FINRA Series 7...Senior
$120k - $160k
...partnered with a locally based CPA and advisory services firm looking for a talented Tax Manager to join their office in... ...more years of tax experience in a senior tax associate role in a public... ...high net worth individuals (UHNW - HNW) and executives of large corporations...TaxHigh net worthFull timeWork at office- ...The Senior Tax Accountant will prepare and review multiple tax projects in order to provide quality tax services and deliverables for our clients. Objective The Senior Tax Accountant will prepare and manage a variety of tax projects for clients. This position requires...SeniorTaxWork experience placementLocal areaFlexible hours
$74k - $138k
...:114 W First StreetJob Family Group:Wealth Sales & ServiceProvides advisory-based sales and relationship management... ...plans, financial plans and reviews)Leads Annual Client Review with team... ...certification preferred.Experience dealing with HNW clients and equivalent knowledge...High net worthContract workPart timeLocal area- Sikich LLP is seeking a Manager to lead day-to-day operations in Naperville, Illinois. The ideal candidate will possess over 5 years of experience in transaction advisory or audit, alongside a Bachelor's or Master's degree in accounting and CPA certification. You'll oversee...Flexible hours
$27 - $32 per hour
...Quality Lead - Food Manufacturing About the Role We're seeking a hands-on Quality Lead to champion food safety, product quality... ..., Accident, and Hospital • 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary...TaxContract workTemporary workAll shifts$27 - $32 per hour
...Quality Lead - Food ManufacturingJoin a Respected Chicago Food Manufacturer with a Family... ...Whether you're currently a Quality Lead, Senior QC Technician, QA Coordinator, or an emerging... ...Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available...TaxContract workTemporary workImmediate startAll shifts- NorthShore University HealthSystem in Arlington Heights, IL seeks a Senior Reimbursement Analyst to oversee complex reimbursement processes. This role involves analyzing healthcare reimbursement data, ensuring compliance with regulations, and developing strategies for...Senior
- JobRx, Inc. seeks a Pharmacy Adjudication Supervisor in Woodridge, Illinois. This full-time role, Monday to Friday, focuses on overseeing pharmacy claims adjudication, ensuring accuracy, and managing staff within the Specialty Pharmacy program. Applicants should have 4+...SeniorFull timeMonday to Friday
- ...Primary Objective To lead the firm’s financial planning... ...delivering comprehensive client advisory services, managing planning staff... ...strategic growth through wealth management, exit planning, and... ...Retirement and estate planning Tax optimization and cash flow...SeniorTaxWork at office3 days per week
$120k - $180k
...our leadership team in Naperville, Illinois. This role involves overseeing all daily operations of the pre-owned vehicle department, leading a motivated sales team, and ensuring exceptional customer experiences. The ideal candidate will have proven experience in inventory...SeniorFlexible hours
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