Private Client Tax MD — Lead High‑Net‑Worth Planning
BDO USA LLP
BDO USA, LLP's Private Client Services unit in Chicago seeks a Tax Managing Director to lead complex tax engagements for high net-worth individuals and families. You will oversee planning, compliance, and advisory services across trusts, estates, gifts, and executive compensation, while mentoring teams and developing new client opportunities. The role requires a deep technical knowledge, strong leadership, and the ability to build relationships with clients and professionals. #J-18808-Ljbffr BDO USA, LLP
- ...an experienced tax professional with... ...exceptional service to high-net-worth families and family office clients? As a Senior... ..., and wealth planning needs. In this role, you'll lead sophisticated tax... ..., LLCs, private investments, and... ...OH; Baltimore, MD; Pittsburgh, PA;...TaxPrivate clientHigh net worthFull timeContract workWork at office
$290k - $390k
...We're working with a highly regarded law firm seeking... ...its sophisticated Private Client practice in Chicago.... ...experience and a strong tax-focused private client... ...high- and ultra-high-net-worth individuals, families,... ...estate and wealth transfer planning Federal estate,...TaxPrivate clientHigh net worthPrivate practice$225k - $310k
...an associate to its growing Private Clients, Trusts & Estates practice in... ...opportunity to work with high-net-worth individuals, families, and family... ...on sophisticated estate planning matters, with exposure to experienced... ...Assist with sophisticated tax planning, wealth transfer...TaxPrivate clientHigh net worthFull timePrivate practice$200k - $350k
...Chicago | Hybrid Tax & Estate Planning Associate Attorney AmLaw 200 Opportunity... ...Attorney opportunity with a leading international law firm in Chicago... ...planning, wealth transfer, and private client practice advising high-net-worth individuals, families, business...TaxPrivate clientHigh net worthPrivate practice$300k - $400k
...Private Client Counsel | Chicago Our client, a well-established national law firm ,... ...trusts and estates attorney to advise high-net-worth and ultra-high-net-worth individuals,... ...held businesses on complex estate and tax planning matters. Responsibilities...TaxPrivate clientHigh net worthFull timePrivate practiceLocal area- ...Private Client & Family Office Partner | Tax, Trusts & Estates | Distributed Law Firm Location: United States... ..., Tax, Trusts & Estates, Wealth Planning Level: Partner The... ...attractive to attorneys advising high-net-worth (HNW) and ultra-high-net-worth (UHNW...TaxPrivate clientHigh net worthPrivate practiceWork at officeRemote work
- ...Conversations You help clients plan for their futures. Are you giving... ...attention? A successful private client practice depends on... ...Estate and gift tax planning Business succession... ...planning Fiduciary matters and high-net-worth clients What Could Your...TaxPrivate clientHigh net worthPrivate practiceImmediate start
$250k - $400k
...Chicago | Hybrid Senior Private Client Associate Attorney... ...$250,000 – $400,000+ A highly respected national law firm... ...interested in advising high-net-worth individuals, families, business... ...on sophisticated estate planning, wealth transfer, tax, and trust administration...TaxPrivate clientHigh net worthWork at office$215k - $275k
...LLP in Chicago seeks an associate for its Private Clients, Trusts & Estates group with estate planning experience across drafting, implementing,... .... Responsibilities include advising high net worth individuals, and handling tax implications of planning techniques. The...TaxPrivate clientHigh net worth- ...Talent Acquisition is seeking a Senior Private Client Associate Attorney in Chicago for a... ...role. The attorney will advise high-net-worth individuals, families, and family offices on sophisticated estate planning, wealth transfer, tax, and trust administration matters....TaxPrivate clientHigh net worth
- ...Acquisition is recruiting for an experienced Tax & Estate Planning Associate Attorney with a leading international law firm in Chicago. This... ...tax, estate planning, wealth transfer, and private client matters for high-net-worth individuals and families; you will advise executives...TaxPrivate clientHigh net worth
$130k - $200k
...Senior Tax Manager (Private Client) Location: Remote Role type: Full-time, direct... ...Position summary This role leads tax engagements for high-net-worth individuals, families, trusts, and... ...for clients, bringing proactive planning ideas, not just compliance. You'...TaxPrivate clientHigh net worthFull timeImmediate startRemote work$200k
...Estate Planning Attorney Our client is a full-service law firm in downtown... ...Chicago providing high-quality legal services... ..., real estate, and private-client matters. Our Transactional... ...directly with high-net-worth clients, closely held... ...plans aligned with tax and non-tax...TaxPrivate clientHigh net worthFull timeFor contractorsImmediate start$175k - $235k
A boutique tax practice in Chicago is seeking a Junior Tax Attorney with 2-5 years of experience. This... ...and significant responsibility in estate planning, tax compliance, and advisory matters for high-net-worth clients. Candidates should have strong academic records...TaxPrivate clientHigh net worth$105.38k - $215.38k
...Are you a tax professional who enjoys... ...relationships with high-net-worth individuals, families... ...compliance and planning, including complex... ...and their advisors.Lead tax compliance and... ...needed.Build strong client relationships... ...worth individuals or private clients.Strong client...TaxPrivate clientHigh net worthWork at officeLocal area- ...Financial Planner to join the Planning Center of Excellence as Vice President, Private Wealth Planner. You... ...with advisors and clients to deliver holistic, goals... ...asset allocation, tax, trusts and estates, education... ...on affluent to ultra-high net worth #J-18808-Ljbffr...TaxPrivate clientHigh net worth
- ...Sachs helps empower clients and customers... ...provide financial planning, investment management... ..., including ultra-high net worth and high net worth... ...customers, and leading-edge technology, data and design.Private Wealth Management... ...which may include tax and estate planning...TaxPrivate clientHigh net worthApprenticeship
- Job Summary:Private Client Services at BDO is a boutique practice... ...our firm. Offering a high touch approach, we... ...serving high net-worth individuals, their families... ...people with complicated tax and financial structures... ..., and life insurance planning.A Tax Manager, Private...TaxPrivate clientHigh net worthPrivate practiceWork at office
$126.1k - $253k
We are the leading provider of professional services... ..., empowering our clients and people to realize... ...nowhere like RSM.Our Ultra High Net Worth Multi-Generational... ...estate and income tax planning and compliance. Our team... ...with an emphasis on private client taxation including...TaxPrivate clientHigh net worthFull timeWork experience placementInternshipLocal area$130k - $200k
Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK Chicago... ...: Tax Engagement Management Lead and manage tax engagements for high-net-worth individuals and private wealth... ...matters. Develop proactive tax planning strategies for individuals, families...TaxPrivate clientHigh net worthFull timeLocal area- Job Summary:Private Client Services at BDO is a boutique practice... ...our firm. Offering a high touch approach, we... ...serving high net-worth individuals, their families... ...people with complicated tax and financial structures... ..., and life insurance planning.A Tax Experienced Senior...TaxPrivate clientHigh net worthPrivate practiceWork at office
$120k - $175k
...Job Title: Tax Manager/Sr. Manager –... ...hour busy seasons, private equity... ...an established, highly respected, and strictly... ...businesses and private clients. There is zero... ...executives, and high-net-worth families across... .... Lead tax planning, structuring, and...TaxPrivate clientHigh net worthFull timeSummer workWork at officeRemote workWork from homeFlexible hoursWeekend work2 days per week3 days per week- ...practice offering litigation, estate planning, real estate, tax, and corporate capabilities. Our... ...matters for closely held businesses, high-net-worth individuals, and family enterprises... ...team and support a sophisticated private client practice spanning estate planning,...TaxPrivate clientHigh net worthPrivate practiceLocal area
$80k - $100k
...Cresset is a firm built by clients, for clients. As an... ...-family office and private investment firm, we are... ...a select group of high-net-worth families. This individual... ...documentation, including tax and legal materials... ...portfolio management, planning, and client relationships...TaxPrivate clientHigh net worthFull timeTemporary workWork at officeLocal area$130k - $170k
...are looking for a Tax Manager for our Chicago... ...our work with high‑net‑worth individuals,... ...providing advanced tax planning, compliance, and advisory... ...directly with clients, firm leaders, and... ...experience from a private client service... ...Topel Forman is a leading certified public accounting...TaxPrivate clientHigh net worth$126.1k - $253k
We are the leading provider of professional... ...change, empowering our clients and people to... ...nowhere like RSM.RSM’s Private Company team is... ...for a dynamic Tax Senior Manager to... ...also support ultra-high net worth individuals and small... ...to strategic tax planning, business advisory...TaxPrivate clientHigh net worthFull timeWork experience placementInternshipPrivate practiceLocal area- PwC Private is seeking a Manager to lead and develop teams focused on private client service. You will supervise, manage client engagements, and deliver complex analysis to... .... The role emphasizes mentorship, strategic planning, and leveraging technology to improve client...TaxPrivate client
$175k - $235k
Junior Tax Attorney - Chicago A highly regarded boutique private client & tax practice in Chicago is seeking an ambitious Junior... ...pathway in a top-tier estate planning and tax environment. You’ll work... ...and advisory matters for high‑net‑worth families and family offices. Expect...TaxPrivate clientHigh net worthFull timePrivate practiceWork at officeRemote work$220k - $250k
...us: We're one of the fastest-growing private client tax advisory firms in the country, built... ...over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and... ...step into strategic, integrated tax planning for sophisticated High Net Worth clients...TaxPrivate clientHigh net worthLocal areaRemote work$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career... ...experience in providing sophisticated tax planning, consulting and compliance services tailored exclusively to high-net-worth individuals, closely held business...TaxPrivate clientHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours
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