Senior Fiduciary Tax Specialist for Private Bank Clients
NACBA
NACBA is seeking a skilled tax expert to provide technical fiduciary tax expertise to Private Bank client teams in Chicago, Illinois. This role involves ensuring accuracy and timeliness in tax reporting and conducting in-depth research to resolve tax issues. The ideal candidate will prepare complex federal and state tax returns, comply with comprehensive tax laws, and develop essential training for staff. A High School diploma or equivalent is required, and a strong attention to detail is a must. #J-18808-Ljbffr NACBA
- At Bank of America in Chicago, you will provide crucial technical fiduciary tax expertise to Private Bank client teams. This involves delivering timely tax reporting, understanding client needs, and maintaining compliance with all fiduciary tax reporting requirements. Your...Private client
- Bank of America is seeking a dedicated professional in Chicago for a role focused on providing technical fiduciary tax expertise to Private Bank client teams. Your responsibilities will include tax reporting for accounts, addressing client needs, and resolving tax issues...Private client
$87.5k - $133k
Job Description Providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. This job is responsible for providing accurate and timely tax reporting for accounts, utilizing product...Private clientShift workDay shift- Bank of America is hiring for a fiduciary and investment management role focused on high-net-worth clients in Chicago. The position requires a strong background in trust administration and estate planning, along with excellent client engagement skills. Key responsibilities...Senior
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BMO U.S. is looking for a Fiduciary Tax Administrator in Chicago, IL to oversee trust and estate tax law. This role involves preparing trust income tax returns, managing workflows, and ensuring timely tax reporting. Candidates should have a strong accounting background,...- EY is looking for a qualified professional to join our Fiduciary/Trust Tax Services team in Chicago. This position involves assisting clients with tax-related inquiries and preparing complex tax returns. Ideal candidates will possess a Bachelor's degree and at least 2...SeniorFlexible hours
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A prominent financial institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management solutions. The ideal candidate will have over 7 years of relevant experience, expertise in advisory-based sales, and a deep understanding...SeniorPrivate client
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