Senior Tax Manager, High Net Worth Clients
Wipfli LLP
Wipfli LLP in Chicago seeks a Tax Manager to lead tax compliance engagements. The ideal candidate will have over 5 years of relevant experience and a CPA certification. Responsibilities include managing tax engagements, maintaining industry-specific expertise, and providing proactive client communication. A variety of competitive benefits are offered, ensuring the well-being of associates. #J-18808-Ljbffr Wipfli LLP
$110k - $250k
...accounting firm based in Chicago is seeking a Tax Manager with at least 5 years of experience in... ...Accounting and specific expertise in High Net Worth individuals. The role offers a fully... ...000 annually. Join us to work with top clients while enjoying a great work/life...SeniorHigh net worthRemote jobFlexible hours$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...SeniorHigh net worth- 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...SeniorHigh net worth
$110k - $180k
...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are... ...overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area$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....SeniorHigh net worthLocal areaRemote workFlexible hours$110k - $250k
...complex and diverse variety of clients, or specialized if you... ...footprint! If you are a Tax Manager with at least 3 years experience... ...Flexible Hours Large net but regional focus = growth... ...1+ year as a Tax Manager High Net Worth experience CPA Interested...SeniorHigh net worthLocal areaRemote workFlexible hours$146k - $200k
Tax Senior Manager, Private Client Services Chicago, IL, United States and 5 more Job Description Job Summary: Private... ...practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family...SeniorHigh net worthPrivate practiceWork at office- ...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...SeniorHigh net worthRemote jobFlexible hours
$170k - $210k
...in accounting, assurance, tax, advisory, and private client services. At Sorren, we... ...strong relationships. By managing responsibilities effectively... ...portfolios—including high‑net‑worth individuals, family offices... ...high‑impact team, including senior managers and managers,...SeniorHigh net worthFull timeLocal areaShift work$150k - $190k
...Sorren Tax Leadership Opportunity Our... ...advisory, and private client services. At... ...thrive. We offer a high-performing yet balanced... ...relationships. By managing responsibilities effectively... ...—including high-net-worth individuals, family... ...team, including senior managers and...SeniorHigh net worthFull timeLocal areaShift work- 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...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...SeniorHigh net worth$265k - $380k
...LLC is seeking an attorney with at least 10 years of experience to join its Private Client practice in Chicago. The ideal candidate must have substantial experience with high net worth individuals, mentoring junior associates, and a strong ability to communicate complex...SeniorHigh net worthPermanent employmentPrivate practice- ...Northern Trust Company seeks a Relationship/Trust Advisor in Chicago, IL. This role involves managing complex wealth relationships and providing fiduciary services to high net worth clients. You'll mentor team members and represent the company in professional organizations....SeniorHigh net worth
- JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...SeniorHigh net worth
$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 administration...SeniorHigh net worth$175k - $200k
...practice in Trusts & Estates. Ideal candidates will have over 10 years of experience working with high-net-worth clients, focusing on estate planning and wealth management. The firm provides a supportive work environment and attracts diverse talent. #J-18808-Ljbffr Australia...SeniorHigh net worthPermanent employment$164.6k - $288k
Northern Trust is looking for a Senior Portfolio Advisor II in Chicago to manage complex investment accounts for high-net-worth clients. This role requires at least 12 years of investment management experience and a strong ability to forge relationships. The advisor contributes...SeniorHigh net worth- Koitecc Solutions is seeking a Business Development Manager in Hinsdale, Illinois, to lead the execution of business... ...will have significant experience in managing client relationships and advising high-net-worth clients. The position requires a strong knowledge of...SeniorHigh net worth
- ...an experienced accounting professional to manage daily accounting functions, ensuring precision in financial reporting for high-net-worth individuals and family offices. The role... ...public accounting experience, and strong client relationship management skills. #J-18808-...SeniorHigh net worthWork at office
- Judson Group is seeking a Senior Client Advisor - Wealth Management in Chicago, IL. This role involves serving as the primary advisor for High-Net-Worth clients, delivering personalized financial planning strategies. Candidates should possess at least a Bachelor's degree...SeniorHigh net worth
$175k - $200k
...practice. The ideal candidate will have over 10 years of experience serving high-net-worth clients, licensed to practice in Illinois, and possess extensive knowledge in Estate Planning and Wealth Management. This role offers a competitive salary package ranging from $175,000...SeniorHigh net worthFlexible hours$102k - $208k
A major banking institution is seeking a Private Bank Wealth Advisor IV in Chicago to manage high-net-worth client relationships and deliver tailored wealth plans. Candidates should have at least 5 years of experience in financial advisory, and relevant licenses within...SeniorHigh net worthWork at officeFlexible hours$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...SeniorHigh net worth- The Hispanic Alliance for Career Enhancement is seeking a Business Development Manager to execute strategies, manage relationships with high-net-worth clients, and drive business growth. This role requires 5-7 years of experience in wealth management and a strong understanding...SeniorHigh net worth
$95k - $110k
...Senior Tax Accountant / Tax Supervisor – REMOTE (Atlanta... ...CPA Firm) Who: A highly skilled tax professional... ...accounting experience. What: Manage and execute complex... ...REMOTE. Why: Growing client demand and succession... ...business owners and high-net-worth individuals. This is a...SeniorHigh net worthWork at officeImmediate startRemote work$66k - $123.1k
...Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive... ...'ll successfully support a high-volume book of business to... ...client related to risk management needs, financial loss... ...insurance experience with High Net Worth clientele ~ Property & Casualty...SeniorHigh net worthLocal areaFlexible hoursNight shift$106.5k - $195.1k
...side with a range of clients from our most... ...Wealth and Asset Management, Insurance, and Real... ...FSO team! Private Tax is a growing practice... ...These clients are high‑growth private... ...management, including High Net Worth Individuals’... ...to challenge senior colleagues and stakeholders...High net worthWork experience placementSummer holidayImmediate startFlexible hours$154k - $219k
...Unlock the Boundless Horizons of Tax, Valuation, and Business... ..., working with extraordinary clients spanning every industry, regardless... ...of your success! The Role Senior Managers in our Private Client... ...successfully in a fast-paced, high-pressure environment; and Proficient...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- 100x Recruiting is looking for an experienced Public Tax Senior Manager, CPA, to oversee tax compliance, planning, and consulting for clients. The role will involve advising on complex tax issues while leading teams and ensuring compliance with tax laws. Qualified candidates...SeniorFull time
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