Private Client Tax Manager for HNW Wealth & Estates
Umanist NA
Umanist NA in Chicago, IL seeks an experienced Private Client Tax Manager / Senior Manager to lead tax engagements for high-net-worth individuals, families, trusts, estates, and private wealth clients. The ideal candidate has deep expertise in individual and fiduciary taxation and strong client relationships within a public accounting environment. You will mentor junior staff, review returns for accuracy, and collaborate with leadership on sophisticated tax planning and advisory strategies to #J-18808-Ljbffr Umanist NA
- 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
$130k - $200k
Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK Chicago,... ...worth individuals and private wealth clients. Review and oversee... ..., families, trusts, and estates. Provide advisory support related... ...specializing in HNW and private client services....Private clientHigh net worthFull timeLocal area$125k - $170k
HNW/Private Client Tax Manager (Hybrid) $125000 - $170000 per year | Prairie View, IL | Hybrid | Permanent... ...services, transaction advisory, wealth management, and business advisory - each... ...private client management; particularly estate, gift & trust tax UHNW & investment...Private clientHigh net worthPermanent employmentLocal area- Jobot is seeking a HNW/Private Client Tax Manager in Prairie View, IL. The role is hybrid with 50-55 hour weeks during busy season, offering unlimited... ...You will lead complex private client tax work, including estates, gifts and trusts, with growth and advancement...Private clientHigh net worth
- 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...Private clientHigh net worth
$130k - $170k
...We are looking for a Tax Manager to work remotely to join our Gift, Estate, and Trust team. This... ...to work directly with clients, firm leaders, and play... ...and consult clients on wealth transfer strategies, estate... ...4 experience from a private client service group...Private clientHigh net worthRemote work- 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
- ...conducting a confidential search for a Private Client Associate Attorney to join a respected law... ...with a sophisticated private client and wealth planning practice. This opportunity is... ...families, business owners, and fiduciaries on estate planning, wealth #J-18808-Ljbffr MB...Private clientHigh net worthWork at office
- Jobot is seeking a seasoned tax professional to join our Chicago private client tax practice. The role emphasizes estate, gift and trust tax with UHNW and investment partnership experience valued. Expect busy seasons with 50-55 hour weeks, generous bonus potential, and...Private clientPrivate practice
$110k - $180k
EisnerAmper LLP is seeking a Tax Manager in Chicago, IL, to oversee tax planning and compliance for ultra-high net worth individuals. The role includes direct client engagement, team supervision, and ensuring innovative tax solutions. The ideal candidate has over 8 years...Private clientHigh 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- Thompson Coburn LLP in Chicago seeks an attorney with 9+ years of estate planning experience to join the Private Client practice group. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high-net-worth individuals, families, family...Private clientHigh net worthPrivate practice
$150k - $190k
...to doing what’s right for our clients.At CIBC, we embrace your... ....comWhat you'll be doingAs a Private Wealth Business Development Officer... ...work closely with Relationship Managers, Investment and Wealth Specialists... ...of acquiring and maintaining HNW relationships. You have a...Private clientHigh net worthFull timeRemote work$103.1k - $214.9k
...by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and... ...professionals providing dedicated tax technical services to... ...EY's FSO EDGE Private practice provides comprehensive...Private clientHigh net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours- Capital Group in Chicago is seeking a Private Client Relationship Manager to oversee the advisor's day-to-day practice and ensure execution of sales... ...Associate will mentor CSA staff, drive growth with Private Wealth Advisors, and coordinate with Marketing to capitalize on...Private clientFlexible hours
$106.5k - $221.7k
...working side by side with a range of clients from our most venerable... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...join our dynamic FSO team! Private Tax is a growing practice within EY,...Private clientHigh net worthFull timeWork experience placementSummer holidayImmediate startFlexible hours$106.5k - $195.1k
...Services Organization. In the Private Tax practice, we serve privately... ...structures. Support clients in wealth transfer, succession planning... ...individuals and families. Manage and deliver processes, solutions... ...Thorough understanding of estate and wealth planning. Experience...Private clientWork experience placementPrivate practiceSummer holidayImmediate startFlexible hours$126.1k - $253k
...change, empowering our clients and people to realize... ...or require complex estate and income tax planning and compliance... .... As a Tax Senior Manager, you will be responsible... ...services including wealth transfer, charitable... ...with an emphasis on private client taxation including...Private clientHigh net worthFull timeWork experience placementInternshipLocal area- Our client is a leading private wealth and banking organization with a significant presence in Chicago, serving... ..., commercial banking, and wealth management services. In Chicago, our client has... ..., financial advisory, or a related HNW client-facing role. A strong record...Private clientHigh net worthLocal areaRelocation package
$126.1k - $253k
...change, empowering our clients and people to realize... ...nowhere like RSM.RSM’s Private Company team is looking for a dynamic Tax Senior Manager to join our expanding... ...succession planning, wealth transfer planning, and... ...specialists regarding Estate and Gift Planning, State...Private clientHigh net worthFull timeWork experience placementInternshipPrivate practiceLocal area- ...Seeking a Trusts & Estates Attorney (2–5 years) to join a growing private client practice, working with high-net-worth individuals and families on estate planning, wealth transfer, and tax strategies . What you’ll bring: Experience in estate planning, trust administration...Private clientHigh net worthPrivate practice
$154k - $219k
...Boundless Horizons of Tax, Valuation, and... ...working with extraordinary clients spanning every... ...success! The Role Senior Managers in our Private Client Services (PCS)... ...Principals, Trusts and Estates. Senior Managers Can... ...legislative changes, wealth transfer techniques,...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...currently offer services in Tax, Audit, Accounting, and... ...services in mainly the private business sector, but we... ...entities along with the HNW individuals attached. We have employees and clients stretching from east to... ...fiduciary (gift, trust, & estate), non-profits, real...High net worthSummer workRemote workFlexible hours
$95.4k - $180.4k
...change, empowering our clients and people to... ...they are along their wealth journey and assist... ...education, risk management, privacy/data... ...Exposure to strategic tax planning, business... ...fiduciary, and gift / estate taxation. This... ...: Experience with private client or business...Private clientHigh net worthFull timeWork experience placementInternshipWork at officeLocal area- ...Trusts & Estates Associate Attorney A nationally recognized... ...estate planning, wealth transfer, trust... ...skipping transfer, and income tax planning preferred... ...drafting, analytical, and client counseling skills Excellent... ...Sophisticated private client and wealth planning...Private clientHigh net worthWork at office
$117k - $158k
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards...Private clientHigh net worthFull timeTemporary workWork at officeFlexible hours- Capital Group is seeking a Private Wealth Advisor to work with high‑net‑worth individuals... ...with specialists in trust and estate, investment management and wealth planning, building a strong... ...referral network and delivering tailored client solutions with exceptional service....Private clientHigh net worth
- Jobot seeks a junior associate for a private wealth practice focused on trusts and estates in Chicago. You will work across estate planning and administration... .... Role involves drafting estate planning documents, client engagement support, and research on trust-and-estate...Private clientPrivate practice
- Permanent Placements LLC is looking for a Trusts and Estates Associate to join its Private Client Services group in Chicago. This role is designed for an attorney... ...high-net-worth individuals on estate planning and tax strategies. You will work alongside seasoned attorneys,...Private clientHigh net worthPermanent employment
- ...Search in Chicago, IL seeks a Senior Tax and Estate Planning Attorney to expand income tax... ...C/K/J/S planning, 409A and wealth transfer work, requiring strong drafting, research, and client communication skills within private client and closely held business contexts...Private client
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