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$140k - $190k
A leading financial advisory firm in Chicago seeks a Tax Senior Manager for its Private Client Services. This role involves managing tax compliance and consulting engagements for high net-worth individuals and families. Candidates should have a Bachelor's degree in a relevant...Private clientHigh net worth$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$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. We offer... ...entertainers, and others with complex tax and financial structures.... .... Job Summary A Tax Manager, Private Client Services, will... ...the chance to grow their wealth over time as their shares vest...Private clientHigh net worthWork at office$147k - $260k
Overview The Client Specialist is a sophisticated wealth expert that focuses on holistically... ...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$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$68k - $73k
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising... ...high‑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, ambition...Private clientHigh net worth$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... ...high net worth, closely held business and family business clients - all with the resources, environment, and support to...High net worthWork at office- Armanino LLP in Chicago, Illinois is seeking a Tax Consultant with a strong background in tax consulting and compliance to manage client relationships and teams. Ideal candidates hold a Bachelor’s degree in Accounting or a related field, along with a CPA or EA license....High net worthFlexible hours
- ...consulting firm in Chicago is seeking an experienced tax professional to review various tax returns. The ideal... ...7 years of U.S. tax compliance experience, including management duties. Responsibilities include client relationship management, tax research, and project oversight...High net worthRemote jobFlexible hours
- A global consulting firm is seeking a Tax Manager for their International Tax and Transaction Services team focusing on private companies. This role involves managing a qualified... ...tax advice to a diverse portfolio of clients. Candidates must have robust tax consulting...Private clientFlexible hours
$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$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$70k - $160k
Goldman Sachs Group, Inc. is seeking a Wealth Management Professional Associate in Chicago, IL.... ...This role involves delivering exceptional client service and overseeing operational management while collaborating closely with Private Wealth Advisors. Ideal candidates will...Private client$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$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- ...LLC is seeking a Trusts and Estates Associate to join its Private Client Services group in Chicago. This role requires 2-4 years of experience... ...advising high-net-worth individuals on estate planning and wealth transfer strategies. The successful candidate will work closely...Private clientHigh net worthPermanent employment
- 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
- U.S. Bank is seeking a Private Wealth Management Client Service Team Associate in Chicago, Illinois. This role serves as the primary contact for Wealth Management clients, handling day-to-day client interactions and transactions confidently. The ideal candidate will possess...Private client
- Goldman Sachs Bank AG is seeking a Wealth Management Professional in Chicago, IL, who will provide exceptional client service and operational support. The role involves direct client interaction, managing relationships, onboarding, and overseeing assets, all while working...Private client
$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- Wipfli LLP in Chicago seeks a Tax Manager to lead tax compliance engagements. The ideal candidate will have over 5 years of relevant experience... ...industry-specific expertise, and providing proactive client communication. A variety of competitive benefits are offered,...High net worth
$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...Private clientHigh net worth- Our client is seeking a Trusts and Estates Associate to join its Private Client Services group In Chicago. This position is ideal for an attorney with 2-4 years of experience... ...and families on estate planning, wealth transfer, and tax-efficient strategies. This role offers...Private clientHigh net worthPermanent employment
- 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... .... This position is crucial to enhance client service offerings. #J-18808-Ljbffr CPS,...
- Our client is a fast-growing, full-service law firm with offices in Chicago and Milwaukee. With a foundation... ...engaging client base, including private equity firms, founders, startups,... ...and families on estate planning, wealth transfer, and tax-efficient strategies. This role...Private clientHigh net worthPermanent employment
$235k - $390k
Chicago | Hybrid Trusts, Estates & Wealth Transfer Associate Attorney... ..., wealth transfer, and tax matters. This role also presents... ...preferred • Experience advising clients regarding business succession... ...This Opportunity • Sophisticated private client and wealth transfer...Private clientHigh net worthWork at office$120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who... ...of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors... ...strategies with the Private Bankers. Conduct sophisticated...Private clientHigh net worthFull time
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