UHNW Wealth Strategist: Estate & Tax Planning Expert
$159.97k - $188.2kU.S. Bank
U.S. Bank is seeking a PWM Wealth Strategist based in Chicago, IL, responsible for developing relationships with high-net-worth clients and working with wealth management specialists to meet client needs. The ideal candidate will have at least 10 years of experience in wealth planning and in-depth knowledge of fiduciary and tax strategies. Benefits include comprehensive healthcare, a 401(k) plan, generous vacation, and support for parental leave and adoption. Compensation ranges from $159,970 to $188,200 per year. #J-18808-Ljbffr U.S. Bank
$137.4k - $240.4k
...Senior Wealth Strategist, Wealth Management At Northern... ...wealth management planning. With the support... ...-high net worth (UHNW) individuals,... ...on the benefits of estate planning services,... ...wealth transfer and tax planning strategies... ...team of respected experts to provide support...SuggestedH1bLocal areaFlexible hours- Us Bank is seeking a PWM Wealth Strategist in Chicago responsible for developing client relationships typically above $10MM... ...with Private Wealth Advisors to address all wealth planning needs, including tax and estate planning while leveraging a solid network. The ideal...Suggested
$114.7k - $194.9k
## Strategist, Marketing, Wealth ManagementApplylocations: Chicago, ILtime type: Full... ...leaders, subject matter experts and business stakeholders to... ...financial, investment and planning topics for sophisticated audiences... ..., financial planning, estate planning, family office services...SuggestedH1bWork at officeWork from homeWorldwide- ...responsibilities include acting as an internal sales leader, collaborating with Bankers to deliver financial solutions, and managing underwriters for credit structuring. A Bachelor's degree and strong knowledge of wealth management are essential. #J-18808-Ljbffr JPMorgan Chase & Co.Suggested
$159.97k - $188.2k
Job Summary The PWM Wealth Strategist is responsible for working with Private Wealth... ...team to meet all of client’s wealth planning, estate planning and wealth transfer... .... Will serve as a subject matter expert in estate and income tax planning, protection planning, business...SuggestedTemporary workWork experience placementLocal area$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At... ...focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help...Full timeH1b$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 tax planning strategies for your high net worth, closely held business and family business clients - all with the resources...Work at office$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At... ...focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help...Full timeH1b- ...associate attorney with at least three years of experience in estate planning to join its Tax, Trusts, and Estates practice. This is a rare opportunity... ...with traditional and nontraditional families on complex wealth transfer issues Collaborate closely with senior attorneys...Work at officeFlexible hours
$70k - $95k
...simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single... ...environment. The Tax Team collaborates with our wealth management teams to provide tax compliance...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$175k - $200k
Tax Director | DB Tax & Accounting (DBTA) Who... ...net-worth and emerging-wealth individuals—including... ..., Individual, Estate & Gift, Partnership,... ...s tax compliance and planning services for our UHNW clients. This role includes... ...objectives Provide expert advice on year-end planning...For contractorsWork at officeRemote work- ...The Portfolio Strategist is a critical and highly... ...that are tax-efficient, structurally... ...marriage of goals-based planning, tax aware... ...founding-generation wealth creators to next-generation... ...in a multi-entity UHNW context, tax... ...charitable and estate planning vehicles....Permanent employmentTemporary workWork at officeFlexible hours
$150k - $300k
Senior Tax Associate Attorney (M&A / UHNW) $150,000 - $300,000 per year | Chicago, IL | On-Site | Permanent Boutique law firm specializing in legal services for private clients, including estate planning, business and corporate representation, taxation, litigation, sports...Permanent employmentWork at officeLocal areaRemote work- Drive Capital is looking for a Property Tax Appeals Advisor in Chicago to provide expertise on the Cook County property tax protesting system. This hourly consulting role involves clarifying regulations, advising on filing processes, and sharing insights on local procedures...Hourly payContract workLocal area
$70k - $160k
Asset & Wealth Management, Private Family Office, Financial Planner, Associate... ...management businesses provide financial planning, investment management, banking, and... ...investment review, income tax preparation and planning, estate planning and wealth transfer, employee...Full timeTemporary workPart timeApprenticeshipWork experience placementWork at office- ...Relationship Manager in Chicago to oversee high-net-worth clients in wealth management. This role involves coordinating with teams to... ...experience with HNW clients, a strong understanding of financial planning, and excellent problem-solving skills. This position offers a...
- Permanent Capital Partners in Chicago is seeking a Portfolio Strategist to enhance client experience by developing tax-efficient portfolio strategies. The role requires strong investment construction skills and exceptional client relationship management. The ideal candidate...Permanent employmentWork at office
$85k - $240k
Asset & Wealth Management, Private Family Office, Financial Planning Advisor, Vice President - Chicago location_on Chicago, Illinois, United States... ...as consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits...Full timeTemporary workPart timeWork at office- Handler Law LLP in Chicago is looking for an experienced Junior Tax Associate to join their team. This role involves managing client relationships in a private client law environment, focusing on research, preparation, and execution of tax strategies. The ideal candidate...
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...Contributing to the development of innovative tax planning solutions and methodologies Coaching and mentoring...Full timeH1bLocal area- JazzHR is seeking an experienced Tax Director to oversee tax compliance and planning services for ultra-high-net-worth clients. In this role, you'll lead a team, manage complex tax engagements, and provide strategic advisory services. Ideal candidates will have 8+ years...
$150k - $200k
...and improve rigor across complex transactions. Job summary The Tax Oriented Investments team is seeking a highly analytical, technically... ..., on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support,...$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At... ...focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help...Full timeH1b- My client, a small and growing wealth advisory firm in Chicago, is seeking a Tax Manager to lead a newly formed tax services group. The Tax Manager will form... ...of returns for more complex clients. Prepare tax planning projections for individuals and trusts as well as...
$116.2k - $212.9k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...our dynamic FSO team! EY’s FSO tax practice provides comprehensive... ...organizational structuring, tax minimization planning, on-call advice, and tax...Work experience placementSummer holidayLocal areaFlexible hours- ...Chicago, Illinois is looking for a skilled candidate for a dynamic role focused on property tax issues. Join a diverse team assisting multi-state companies with compliance, planning, and tax savings opportunities. Engage in innovative solutions using advanced technologies...
$145k - $160k
...Tax Manager | DB Tax & Accounting (DBTA) Who We... ...net-worth and emerging-wealth individuals—including entrepreneurs... ...Corporate, Individual, Estate & Gift, Partnership,... ...trusted advisor to our UHNW clients. In this... ...Deliver strategic tax planning—not just compliance...Full timeFor contractorsWork at officeRemote work$164.6k - $288k
Northern Trust in Chicago is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex client relationships, particularly high net worth (HNW) and ultra-high net worth (UHNW) clients. This role requires 12-15 years of experience in trust...- ...get their arms around their wealth on their own. Underneath, it... .... The Role As a Deployment Strategist you take a family from the day... .... You build the project plans, manage the dependencies across... ...You understand investments, tax, trust and estate, and accounting at a high...Work at office
$164.6k - $288k
Senior Balance Sheet Strategist The Senior Balance Sheet Strategist is responsible for leading... ..., and Business Units (Asset Servicing, Wealth Management, and Asset Management) to drive... ...impacts into financial outlooks and strategic plans. Support in the development of NII...Work at officeWork from home
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