Tax Manager, Private Client Services for HNW Wealth
BDO USA
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 recommendations. The ideal candidate will possess at least five years of relevant experience and a CPA license. This position offers competitive compensation and opportunities for professional development. #J-18808-Ljbffr BDO USA
- A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate...Private clientHigh net worth
$154k - $219k
...Boundless Horizons of Tax, Valuation, and... ...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...! The Role Senior Managers in our Private Client Services (PCS)... ...legislative changes, wealth transfer techniques,...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$146k - $200k
...Tax Senior Manager, Private Client Services Chicago, IL, United States and 6 more Job Description Job Summary: Private Client Services at BDO is a boutique... ...stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with...Private clientHigh net worthPrivate practiceWork at office$110k - $250k
...Voight. Salary $110,000 - $250,000 per year. If you are a Tax Manager with at least 3 years experience in High Net Worth (HNW) individuals, read on. Why join us? Do you want to work with some of the nation's best clients and enjoy a GREAT work/life balance? We do too....Private clientHigh net worthLocal areaRemote workFlexible hours$110k - $250k
...ability to work with a complex and diverse variety of clients, or specialized if you prefer! We want you to love... ...available as well due to our footprint! If you are a Tax Manager with at least 3 years experience in HNW individuals, then please read on…. Why join us?...Private clientHigh net worthLocal areaRemote workFlexible hours$110k - $180k
...we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are looking for a dynamic individual with the capacity to efficiently...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area- BDO USA, LLP is a leading accounting firm offering Private Client Services to high net‑worth individuals and families. The Tax Manager role focuses on tax compliance and advisory work for sophisticated estates and trusts, with collaboration across clients and advisors....Private clientHigh net worth
$100k - $125k
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net... ...and client CPA’s and attorneys (FO) Manage tax document facilitation with client CPA’s (FO) Identify...Private clientHigh net worthFull timeTemporary workWork at officeLocal area- Cresset is seeking an Associate Director for Private Wealth Client Services with 5+ years of experience managing administrative and private banking needs for high net worth clients. You will serve as the primary client contact and collaborate with a portfolio manager to...Private clientHigh net worth
- ...Specialist The Client Specialist is a sophisticated wealth expert that focuses... ...experience in wealth management and effectively... ...JPMorgan Chase wealth services to best meet the objectives... ...advisors and private client bankers, you... ..., family wealth, tax considerations, and...Private clientHigh net worth
$68k - $73k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising... ...-net-worth and ultra-high-net-worth clients. As an industry leader, we put people... ...Private Wealth Associates are client service professionals who exhibit drive,...Private clientHigh net worthFlexible hours$106.5k - $195.1k
...serving the global financial services marketplace and the only... ...by side with a range of clients from our most venerable institutions... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...join our dynamic FSO team! Private Tax is a growing practice within...Private clientHigh net worthWork experience placementSummer holidayImmediate startFlexible hours- BDO in Chicago, IL, is seeking a Tax Senior Manager for Private Client Services. The role focuses on delivering high-net-worth tax planning, compliance, and advisory services to families, executives, and family offices. You will supervise engagements, manage complex returns...Private clientHigh net worth
$166k - $280k
...Boundless Horizons of Tax, Valuation, and... ...professional services organizations. You... ...with extraordinary clients spanning every industry... ...a member of the Private Client Services practice... ...with clients to manage expectations,... ...legislative changes, wealth transfer...Private clientWork experience placementPrivate practiceWork at officeLocal area$215k - $270k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within our firm, serving high‑... ...entertainers, and others with complex tax and financial structures. The practice... ...insurance planning. Job Summary A Tax Managing Director, Private Client Services (PCS...Private clientHigh net worthWork at office- ...Our client is a leading private wealth and banking organization with a significant presence in Chicago,... ...banking, commercial banking, and wealth management services. In Chicago, our client has deep... ..., financial advisory, or a related HNW client-facing role. A strong record...Private clientHigh net worthLocal areaRelocation package
$130k - $160k
Our team has been engaged by a top accounting, tax, and advisory firm to find a high quality Tax Manager in the Chicago, IL area. This firm works with very significant local and regional business clients as well as high profile VIP personal clients for a variety of...Private clientSummer workLocal areaFlexible hours- Crowe is seeking a Tax Manager to deliver high-level tax consulting and compliance for complex estate, gift, and trust matters. In this... ..., you'll manage multiple projects and provide exceptional client service to ultra-high-net-worth clients. Required qualifications...High net worthWork at office
$102k - $190k
Bank of Montreal in Chicago seeks a Relationship Manager for high-net-worth clients. The role requires 7+ years of experience in wealth management, focusing on delivering personalized financial advice and banking solutions. You will craft integrated solutions, manage client...High net worth$68k - $73k
AllianceBernstein L.P. is looking for a Private Wealth Associate in Chicago. This position involves collaborating with Financial Advisors... ...to provide asset allocation recommendations and exceptional client service. The Associate Development Program will equip candidates...Private client$300k
The Private Client Services group of Katten Muchin Rosenman LLP is looking to hire a Counsel for their thriving Private Wealth practice. The position would be resident in Katten's Chicago, IL office... ..., preparing and filing estate tax and gift tax returns, and related activities...Private clientPrivate practiceWork at office$78.08k - $117.12k
The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies... ...counsel and/or facilitating services to others in area of specialization... ...financial needs of the client and offer solutions through... ...Job Family Group: Private Client Coverage Job Family...Private clientHigh net worthFull timeWork at office- A leading global financial services firm in Chicago seeks a Private Client Advisor for Chase Wealth Management. The role focuses on providing comprehensive financial planning and investment solutions tailored to individual and family clients. Candidates must possess at...Private client
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in Chicago to deliver comprehensive financial planning and personalized... ...financial solutions while upholding a high standard of integrity and client service. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- GRN Shoreline in Chicago seeks a Private Wealth Advisor/Director to serve high-net-worth clients, acting as the quarterback of the relationship and coordinating... .... The ideal candidate brings 7+ years in wealth management, a proven client-growth record, and strong community...Private clientHigh net worth
$106.5k - $195.1k
...EY is a global professional services firm with a dedicated Financial... ...Organization. In the Private Tax practice, we serve privately... ...business structures. Support clients in wealth transfer, succession planning... ...individuals and families. Manage and deliver processes, solutions...Private clientWork experience placementPrivate practiceSummer holidayImmediate startFlexible hours- A leading financial services firm is seeking a Tax Managing Director for its private client services in Chicago. This role involves leading tax and consulting engagements for high-net-worth clients, ensuring compliance while providing expert advisory services. The ideal...Private clientHigh net worth
- ...respected AmLaw 200 law firm in Chicago to hire a Senior Private Client Associate Attorney. This role focuses on advising high-net... ...fiduciaries, and family offices on sophisticated estate planning, wealth transfer, tax, and trust administration matters. The ideal candidate has...Private clientHigh net worth
$130k - $170k
...We are looking for a Tax Manager for our Chicago office... ...compliance, and advisory services in a fast‑changing tax... ...to work directly with clients, firm leaders, and... ...and consult clients on wealth transfer strategies, estate... ...4 experience from a private client service group...Private clientHigh net worth- Employbridge in Chicago is seeking an experienced Tax Manager to join their growing boutique... ...focuses on tax compliance and advisory services for closely held businesses and high-net... ...benefits, and various incentives including a client development program. #J-18808-Ljbffr...High net worthFlexible hours
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